J.P. Morgan Exchange-Traded Fund Trust - BBIN
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 | Reduced | 56,233,619 | 4,066,815 | 0.26% | 0.24% | 1 | -29,301 | -0.05% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 3,574,797 | 258,529 | 0.02% | 0.01% | 2 | +1,357,830 | 61.25% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,015,251 | 145,742 | 1.73% | 1.3% | 3 | -51,480 | -2.49% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 872,901 | 63,128 | 0.0% | 0.0% | 4 | +43,964 | 5.3% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 594,360 | 42,984 | 0.31% | 0.28% | 5 | +52,463 | 9.68% | Q4 2025 | Feb 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 541,542 | 39,164 | 9.96% | 9.8% | 6 | +14,847 | 2.82% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 491,630 | 35,555 | 0.05% | 0.05% | 7 | -36,851 | -6.97% | Q4 2025 | Feb 17, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 489,352 | 35,389 | 1.17% | 1.13% | 8 | +50,337 | 11.47% | Q4 2025 | Jan 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 465,267 | 33,648 | 0.6% | 0.67% | 9 | -642 | -0.14% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Added to | 457,852 | 33,111 | 0.07% | 0.06% | 10 | +40,956 | 9.82% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 375,405 | 27,149 | 0.03% | 0.03% | 11 | +33,042 | 9.65% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 286,713 | 20,735 | 0.01% | 0.01% | 12 | +12,234 | 4.46% | Q4 2025 | Feb 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 229,629 | 16,606 | 0.23% | 0.22% | 13 | +19,132 | 9.09% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 188,817 | 13,655 | 0.75% | 0.73% | 14 | +4,244 | 2.3% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 164,790 | 11,917 | 0.01% | 0.01% | 15 | +50,787 | 44.55% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 156,961 | 11,351 | 0.03% | 0.03% | 16 | +10,563 | 7.22% | Q4 2025 | Jan 26, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | Reduced | 150,706 | 10,899 | 9.79% | 9.82% | 17 | -754 | -0.5% | Q4 2025 | Jan 23, 2026 |
| Graney & King, LLC | History | Added to | 134,778 | 9,747 | 5.7% | 4.59% | 18 | +40,268 | 42.61% | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 97,207 | 7,029 | 0.41% | 0.4% | 19 | +3,884 | 4.16% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 95,668 | 6,918 | 0.0% | 0.0% | 20 | +7,840 | 8.93% | Q4 2025 | Feb 10, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 94,709 | 6,849 | 0.76% | 0.86% | 21 | +4,006 | 4.42% | Q4 2025 | Feb 11, 2026 |
| Clarius Group, LLC | History | Added to | 93,183 | 6,738 | 0.38% | 0.38% | 22 | +1,708 | 1.87% | Q4 2025 | Jan 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 88,523 | 6,401 | 0.0% | 0.0% | 23 | +19,110 | 27.53% | Q4 2025 | Mar 20, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 88,238 | 6,381 | 4.92% | 4.56% | 24 | +1,761 | 2.04% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 80,567 | 5,826 | 0.01% | 0.01% | 25 | +8,190 | 11.32% | Q4 2025 | Feb 13, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 76,296 | 5,517 | 2.79% | 2.8% | 26 | +1,448 | 1.93% | Q4 2025 | Feb 02, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 73,332 | 5,303 | 0.17% | 0.97% | 27 | -333,951 | -81.99% | Q4 2025 | Jan 12, 2026 |
| Ascent Group, LLC | History | Added to | 66,966 | 4,842 | 0.17% | 0.15% | 28 | +5,597 | 9.12% | Q4 2025 | Jan 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 62,025 | 4,485 | 0.0% | 0.0% | 29 | +30,858 | 99.01% | Q4 2025 | Feb 18, 2026 |
| 5T Wealth, LLC | History | Reduced | 59,729 | 4,319 | 1.73% | 2.51% | 30 | -22,251 | -27.14% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 49,639 | 3,589 | 0.0% | — | 31 | +49,639 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 45,006 | 3,254 | 0.02% | — | 32 | +45,006 | New | Q4 2025 | Jan 29, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 44,638 | 3,228 | 1.72% | 1.74% | 33 | +1,567 | 3.64% | Q4 2025 | Feb 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 42,915 | 3,103 | 0.01% | 0.01% | 34 | +4,322 | 11.2% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 31,982 | 2,312 | 0.0% | — | 35 | +31,982 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 30,997 | 2,241 | 0.0% | 0.0% | 36 | +669 | 2.21% | Q4 2025 | Feb 10, 2026 |
| ORG Partners LLC | History | Added to | 30,247 | 2,187 | 0.39% | 0.32% | 37 | +4,911 | 19.38% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 28,003 | 2,025 | 0.0% | 0.0% | 38 | +1,914 | 7.34% | Q4 2025 | Feb 12, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 27,967 | 2,022 | 1.57% | — | 39 | +27,967 | New | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 26,627 | 1,925 | 0.05% | 0.05% | 40 | +707 | 2.73% | Q4 2025 | Jan 28, 2026 |
| Emerald Advisors, LLC | History | Reduced | 19,216 | 1,389 | 0.19% | 0.18% | 41 | -210 | -1.08% | Q4 2025 | Jan 27, 2026 |
| Ignite Planners, LLC | History | Added to | 16,521 | 1,258 | 0.19% | 0.17% | 42 | +1,868 | 12.75% | Q4 2025 | Feb 06, 2026 |
| Merited Wealth, LLC | History | New | 17,352 | 1,254 | 1.16% | — | 43 | +17,352 | New | Q4 2025 | Mar 26, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 17,199 | 1,243 | 0.28% | 0.28% | 44 | -377 | -2.14% | Q4 2025 | Feb 10, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 15,698 | 1,237 | 0.36% | 0.38% | 45 | -220 | -1.38% | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Concepts, LLC | History | New | 15,669 | 1,133 | 1.04% | — | 46 | +15,669 | New | Q4 2025 | Feb 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 15,013 | 1,085 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,875 | 1,076 | 0.0% | 0.0% | 48 | +5,482 | 58.36% | Q4 2025 | Feb 05, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 14,470 | 1,046 | 0.16% | 0.16% | 49 | -76 | -0.52% | Q4 2025 | Feb 11, 2026 |
| Elevation Wealth Management LLC | History | New | 14,341 | 1,037 | 0.99% | — | 50 | +14,341 | New | Q4 2025 | Feb 12, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 12,207 | 882 | 0.11% | 0.12% | 51 | -2,672 | -17.96% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 11,605 | 839 | 0.01% | 0.01% | 52 | +4,155 | 55.77% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Reduced | 11,553 | 835 | 0.0% | 0.0% | 53 | -195 | -1.66% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 10,805 | 781 | 0.0% | 0.0% | 54 | -3,200 | -22.85% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,162 | 734 | 0.0% | 0.0% | 55 | -483 | -4.54% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 9,257 | 669 | 0.03% | 0.03% | 56 | -1,231 | -11.74% | Q4 2025 | Jan 21, 2026 |
| TFB Advisors LLC | History | Added to | 8,385 | 606 | 0.17% | 0.16% | 57 | +478 | 6.05% | Q4 2025 | Feb 13, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 7,800 | 564 | 0.13% | 0.12% | 58 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Plan Group Financial, LLC | History | Added to | 7,201 | 520 | 0.13% | 0.1% | 59 | +2,014 | 38.83% | Q4 2025 | Feb 03, 2026 |
| Composition Wealth, LLC | History | Reduced | 6,963 | 503 | 0.01% | 0.01% | 60 | -317 | -4.35% | Q4 2025 | Feb 02, 2026 |
| Cobblestone Asset Management LLC | History | Reduced | 6,706 | 484 | 0.22% | 0.24% | 61 | -913 | -11.98% | Q4 2025 | Jan 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 6,641 | 480 | 0.16% | 0.25% | 62 | +779 | 13.29% | Q4 2025 | Jan 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 6,322 | 457 | 0.01% | 0.01% | 63 | +1,874 | 42.13% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,228 | 450 | 0.0% | 0.0% | 64 | -25,312 | -80.25% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | New | 5,601 | 405 | 0.03% | — | 65 | +5,601 | New | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,232 | 388 | 0.0% | 0.0% | 66 | -7,838 | -59.97% | Q4 2025 | Jan 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 5,371 | 388 | 0.01% | 0.01% | 67 | +742 | 16.03% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 5,324 | 385 | 0.01% | 0.02% | 68 | -6,250 | -54.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,059 | 365 | 0.0% | 0.01% | 69 | -1,229 | -19.55% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 4,980 | 360 | 0.0% | 0.0% | 70 | -5,965 | -54.5% | Q4 2025 | Mar 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,900 | 354 | 0.0% | 0.0% | 71 | -2,510 | -33.87% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,630 | 335 | 0.0% | — | 72 | +4,630 | New | Q4 2025 | Feb 11, 2026 |
| MB Generational Wealth, LLC | History | No change | 4,445 | 321 | 0.17% | 0.2% | 73 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 4,290 | 310 | 0.08% | 0.14% | 74 | -328 | -7.1% | Q4 2025 | Feb 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,258 | 308 | 0.0% | 0.0% | 75 | -77 | -1.78% | Q4 2025 | Jan 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 4,136 | 299 | 0.0% | 0.0% | 76 | +102 | 2.53% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,992 | 288 | 0.0% | 0.0% | 77 | +3,774 | 1731.19% | Q4 2025 | Feb 18, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 3,832 | 282 | 0.03% | 0.03% | 78 | +12 | 0.31% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,693 | 273 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 3,515 | 254 | 0.03% | 0.03% | 80 | +164 | 4.89% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,256 | 235 | 0.02% | 0.01% | 81 | +562 | 20.86% | Q4 2025 | Jan 21, 2026 |
| VANGUARD GROUP INC | History | Added to | 3,247 | 234 | 0.0% | 0.0% | 82 | +371 | 12.9% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | Reduced | 3,146 | 227 | 0.0% | 0.0% | 83 | -4,242 | -57.42% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 2,748 | 198 | 0.0% | 0.0% | 84 | +37 | 1.36% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,521 | 182 | 0.0% | 0.0% | 85 | +203 | 8.76% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 1,656 | 119 | 0.0% | 0.0% | 86 | -1 | -0.06% | Q4 2025 | Jan 29, 2026 |
| Key FInancial Inc | History | Added to | 1,131 | 81 | 0.01% | 0.01% | 87 | +87 | 8.33% | Q4 2025 | Feb 09, 2026 |
| AlphaCore Capital LLC | History | No change | 1,116 | 80 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,091 | 78 | 0.01% | — | 89 | +1,091 | New | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO | History | New | 983 | 72 | 0.0% | — | 90 | +983 | New | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 924 | 66 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | No change | 830 | 60 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | New | 778 | 56 | 0.0% | — | 93 | +778 | New | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | No change | 657 | 47 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 619 | 44 | 0.0% | 0.0% | 95 | -97 | -13.55% | Q4 2025 | Feb 09, 2026 |
| GGM Financials LLC | History | Reduced | 617 | 44 | 0.02% | 0.02% | 96 | -69 | -10.06% | Q4 2025 | Feb 04, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 493 | 35 | 0.0% | 0.0% | 97 | -10 | -1.99% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 397 | 28 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 384 | 27 | 0.0% | — | 99 | +384 | New | Q4 2025 | Feb 05, 2026 |
| WealthShield Partners, LLC | History | No change | 383 | 27 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | No change | 370 | 26 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 353 | 25 | 0.0% | 0.0% | 102 | -199 | -36.05% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 282 | 20 | 0.0% | — | 103 | +282 | New | Q4 2025 | Feb 13, 2026 |
| HOEY INVESTMENTS, INC | History | New | 244 | 17 | 0.0% | — | 104 | +244 | New | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | Reduced | 183 | 13 | 0.0% | 0.01% | 105 | -141 | -43.52% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 152 | 11 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 142 | 10 | 0.06% | 0.05% | 107 | -192 | -57.49% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 111 | 8 | 0.0% | — | 108 | +111 | New | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 78 | 5 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Investment Counsel, Inc | History | New | 58 | 4 | 0.0% | — | 110 | +58 | New | Q4 2025 | Jan 23, 2026 |
| Signature Equity Partners, LLC | History | New | 49 | 3 | 0.0% | — | 112 | +49 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 53 | 3 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 23 | 1 | 0.0% | — | 113 | +23 | New | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | New | 16 | 1 | 0.0% | — | 114 | +16 | New | Q4 2025 | Jan 29, 2026 |
| Bank of Jackson Hole Trust | History | No change | 19 | 1 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Palumbo Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -416,315 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -325,660 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -276,462 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -172,390 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -41,854 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,164 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -9,341 | -100.0% | Q3 2025 | Oct 20, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,884 | -100.0% | Q3 2025 | Feb 04, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,428 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -336 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -170 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wilkerson Advisory Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 10 | 0 | — | — | — | +2 | 25.0% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |