J.P. Morgan Exchange-Traded Fund Trust - BBJP
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 | 137,197,754 | 10,324,131 | 0.57% | 0.57% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 4,727,826 | 356,052 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investure, LLC | History | No change | 3,287,302 | 247,566 | 15.47% | 15.47% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners OCIO LLC | History | No change | 2,335,864 | 175,913 | 8.9% | 8.9% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,807,528 | 136,124 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 1,016,000 | 76,514 | 6.66% | 6.66% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Pennsylvania State University | History | No change | 963,675 | 75,648 | 30.06% | 29.2% | 7 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,004,358 | 69,210 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 788,684 | 59,395 | 0.09% | 0.09% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighTower Advisors, LLC | History | No change | 692,131 | 52,124 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 638,236 | 48,065 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 460,698 | 34,695 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 384,185 | 28,994 | 2.77% | 2.77% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Korea Investment CORP | History | No change | 347,682 | 26,183 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 249,000 | 18,752 | 1.66% | 1.66% | 15 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Jacobi Capital Management LLC | History | No change | 208,007 | 15,664 | 0.77% | 0.77% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Karpus Management, Inc. | History | No change | 204,173 | 15,376 | 0.44% | 0.44% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 203,682 | 15,339 | 0.19% | 0.19% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 200,297 | 15,084 | 0.61% | 0.61% | 19 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 183,086 | 13,788 | 2.73% | 2.73% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 3EDGE Asset Management, LP | History | No change | 177,270 | 13,350 | 0.6% | 0.6% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PGIM Custom Harvest LLC | History | No change | 164,332 | 12,375 | 0.16% | 0.16% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 156,941 | 11,819 | 0.33% | 0.33% | 23 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 143,513 | 10,808 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 133,715 | 10,070 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 120,529 | 9,077 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 112,661 | 8,484 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 109,527 | 8,248 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 102,893 | 7,748 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CVA Family Office, LLC | History | No change | 101,134 | 7,616 | 0.69% | 0.69% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BigSur Wealth Management LLC | History | No change | 96,920 | 7,299 | 1.76% | 1.76% | 31 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 80,226 | 6,041 | 0.37% | 0.37% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 78,722 | 5,928 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 78,126 | 5,883 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savant Capital, LLC | History | No change | 74,917 | 5,716 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New Vernon Capital Holdings II LLC | History | No change | 71,563 | 5,389 | 2.97% | 2.97% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 68,222 | 5,115 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 65,944 | 4,966 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 62,948 | 4,740 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 61,204 | 4,609 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Birnam Oak Advisors, LP | History | No change | 60,343 | 4,544 | 0.74% | 0.74% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mount Lucas Management LP | History | No change | 56,363 | 4,244 | 1.51% | 1.51% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 52,305 | 3,939 | 0.12% | 0.12% | 43 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CHOREO, LLC | History | No change | 52,078 | 3,921 | 0.04% | 0.04% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 49,849 | 3,754 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 49,641 | 3,738 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Evansbrook LLC | History | No change | 46,042 | 3,467 | 2.07% | 2.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 44,811 | 3,374 | 0.98% | 0.98% | 48 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Corient Private Wealth LP | History | No change | 43,219 | 3,254 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Avestar Capital, LLC | History | No change | 43,085 | 3,244 | 0.18% | 0.18% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 40,705 | 3,065 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SYON CAPITAL LLC | History | No change | 39,752 | 2,993 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 37,233 | 2,804 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 36,081 | 2,717 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 35,909 | 2,704 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 35,883 | 2,701 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nolet Wealth Management, LLC | History | No change | 35,233 | 2,653 | 1.46% | 1.46% | 57 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Creative Planning | History | No change | 34,814 | 2,621 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 32,661 | 2,459 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 32,364 | 2,437 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Interchange Capital Partners, LLC | History | No change | 31,435 | 2,367 | 0.45% | 0.45% | 61 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 29,810 | 2,244 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 25,974 | 1,956 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 25,629 | 1,930 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caprock Group, LLC | History | No change | 24,978 | 1,881 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Quartz Partners, LLC | History | No change | 23,006 | 1,732 | 0.57% | 0.57% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 22,819 | 1,718 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CERTUITY, LLC | History | No change | 22,433 | 1,689 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthfront Advisers LLC | History | No change | 21,062 | 1,586 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empowered Funds, LLC | History | No change | 20,908 | 1,574 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 20,189 | 1,520 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 19,766 | 1,488 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 19,469 | 1,466 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ballentine Partners, LLC | History | No change | 19,338 | 1,456 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Noble Wealth Partners LLC | History | No change | 18,745 | 1,411 | 1.23% | 1.23% | 75 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 17,489 | 1,317 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 17,063 | 1,285 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 15,503 | 1,167 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 14,846 | 1,118 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 14,264 | 1,074 | 0.29% | 0.29% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 14,261 | 1,073 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cloud Capital Management, LLC | History | No change | 13,723 | 1,033 | 0.38% | 0.38% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | No change | 13,498 | 1,016 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13,059 | 983 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 12,797 | 963 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 12,486 | 940 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 12,069 | 908 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,056 | 908 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 11,975 | 901 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 11,919 | 897 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Advisors, LLC | History | No change | 11,889 | 895 | 0.39% | 0.39% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,751 | 884 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 11,726 | 883 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 11,573 | 871 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 11,391 | 857 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Patten Group, Inc. | History | No change | 10,631 | 800 | 0.12% | 0.12% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,414 | 784 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 10,372 | 781 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 10,059 | 767 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 9,933 | 748 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HB Wealth Management, LLC | History | No change | 9,896 | 745 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMMITRY LLC | History | No change | 9,880 | 744 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 9,804 | 738 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,675 | 728 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,522 | 717 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 9,366 | 705 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCentric Advisors LLC | History | No change | 9,091 | 684 | 0.58% | 0.58% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,769 | 660 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,177 | 615 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 8,162 | 614 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Argent Trust Co | History | No change | 8,042 | 605 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 8,008 | 603 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Morton Capital Management LLC/CA | History | No change | 7,777 | 585 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,684 | 578 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| National Philanthropic Trust | History | No change | 7,654 | 576 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | No change | 7,340 | 552 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 7,130 | 536 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,114 | 535 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 7,108 | 535 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NewEdge Wealth, LLC | History | No change | 6,637 | 499 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 6,576 | 495 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| waypoint wealth counsel | History | No change | 6,557 | 493 | 0.31% | 0.31% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dakota Wealth Management | History | No change | 6,515 | 490 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maia Wealth LLC | History | No change | 6,335 | 477 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 6,303 | 474 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allianz Asset Management GmbH | History | No change | 6,000 | 451 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| One Wealth Management Investment & Advisory Services, LLC | History | No change | 5,971 | 449 | 0.47% | 0.47% | 127 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 5,713 | 448 | 0.01% | — | 129 | +5,713 | New | Q3 2026 | Oct 05, 2026 |
| Waterloo Capital, L.P. | History | No change | 5,961 | 448 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | No change | 5,888 | 443 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Blue Edge Capital, LLC | History | No change | 5,854 | 440 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 5,766 | 434 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Krilogy Financial LLC | History | No change | 5,759 | 433 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arlington Trust Co LLC | History | No change | 5,736 | 431 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 5,701 | 429 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 5,643 | 424 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,590 | 420 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 5,525 | 416 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 5,466 | 412 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Yoffe Investment Management, LLC | History | No change | 5,423 | 408 | 0.47% | 0.47% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LM Advisors LLC | History | No change | 5,244 | 395 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 5,047 | 380 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | No change | 5,044 | 379 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | No change | 4,793 | 360 | 0.18% | 0.18% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 4,702 | 354 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, LLC | History | No change | 4,698 | 353 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Miller Global Investments, LLC | History | Reduced | 4,443 | 348 | 0.28% | 0.28% | 148 | -1 | -0.02% | Q3 2026 | Oct 02, 2026 |
| Convergence Financial, LLC | History | No change | 4,626 | 348 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RFG HOLDINGS, INC. | History | No change | 4,505 | 339 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,364 | 328 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 4,274 | 321 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sierra Capital LLC | History | No change | 4,236 | 319 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 4,027 | 303 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 4,000 | 301 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,970 | 298 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 3,941 | 296 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,877 | 291 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stonebrook Private Inc. | History | No change | 3,728 | 280 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GenTrust, LLC | History | No change | 3,597 | 270 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | No change | 3,456 | 260 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,461 | 260 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 3,406 | 256 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 3,402 | 256 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 3,400 | 256 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 3,396 | 255 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 3,332 | 250 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,217 | 242 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 3,179 | 239 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 3,170 | 238 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 3,161 | 238 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | No change | 3,023 | 227 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 3,007 | 226 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mechanics Bank Trust Department | History | No change | 2,985 | 224 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,896 | 218 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| W1M Asset Management Ltd | History | No change | 2,816 | 212 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Horizon Family Wealth, Inc. | History | No change | 2,764 | 208 | 0.09% | 0.09% | 176 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 2,753 | 207 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Range Advisory, LLC | History | No change | 2,753 | 207 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 2,700 | 203 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Avior Wealth Management, LLC | History | No change | 2,694 | 202 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AIA Group Ltd | History | No change | 2,680 | 201 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 2,447 | 188 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,211 | 166 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,109 | 158 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 1,896 | 142 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 1,687 | 127 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,698 | 127 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TOP Private Wealth LLC. | History | No change | 1,435 | 108 | 0.1% | 0.1% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rice Partnership, LLC | History | No change | 1,338 | 100 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,236 | 93 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vanguard National Trust Co | History | No change | 1,248 | 93 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1,147 | 86 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,127 | 84 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Larson Financial Group LLC | History | No change | 1,061 | 79 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,032 | 77 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,022 | 76 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Blue Trust, Inc. | History | No change | 1,016 | 76 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,000 | 75 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOKF, NA | History | No change | 834 | 62 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ESL Trust Services, LLC | History | No change | 836 | 62 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 774 | 58 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 727 | 54 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 708 | 53 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lavaca Capital LLC | History | No change | 709 | 53 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 684 | 51 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 584 | 43 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 572 | 43 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avalon Trust Co | History | No change | 577 | 43 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | New | 522 | 41 | 0.0% | — | 209 | +522 | New | Q3 2026 | Oct 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 519 | 39 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 527 | 39 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | No change | 528 | 39 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 484 | 36 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 489 | 36 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Private Wealth Management Group, LLC | History | No change | 426 | 32 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ares Financial Consulting, LLC | History | No change | 430 | 32 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 423 | 31 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFG Advisory, LLC | History | No change | 394 | 29 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 375 | 28 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 330 | 24 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 329 | 24 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 294 | 22 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | New | 255 | 20 | 0.0% | — | 225 | +255 | New | Q3 2026 | Oct 05, 2026 |
| IFP Advisors, Inc | History | No change | 268 | 20 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aventura Private Wealth, LLC | History | No change | 278 | 20 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 260 | 19 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 265 | 19 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 242 | 18 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GAMMA Investing LLC | History | No change | 244 | 18 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 234 | 17 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 228 | 17 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 233 | 17 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 210 | 15 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 200 | 15 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Asset Dedication, LLC | History | No change | 190 | 14 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Founders Financial Alliance, LLC | History | No change | 188 | 14 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Archer Investment Corp | History | No change | 176 | 13 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Breakwater Investment Management | History | No change | 183 | 13 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 167 | 12 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 147 | 11 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NFSG Corp | History | No change | 153 | 11 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingdom Financial Group LLC. | History | No change | 147 | 11 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 137 | 10 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 131 | 9 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 110 | 8 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 108 | 8 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Inspire Investing, LLC | History | No change | 96 | 7 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Operose Advisors LLC | History | No change | 80 | 6 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 71 | 5 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CoreCap Advisors, LLC | History | No change | 73 | 5 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Montgomery Financial Services LLC | History | No change | 66 | 4 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 41 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Eukles Asset Management | History | No change | 28 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triumph Capital Management | History | No change | 35 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strive Financial Group ,LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortis Group Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Granite FO LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 23 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |