J.P. Morgan Exchange-Traded Fund Trust - BBUS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 6,113,318 | 695,940 | 0.04% | 0.03% | 1 | +1,726,452 | 39.36% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 3,336,313 | 390,949 | 0.1% | 0.1% | 2 | +233,930 | 7.54% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 3,136,224 | 367,502 | 0.02% | 0.02% | 3 | +274,743 | 9.6% | Q1 2026 | May 15, 2026 |
| Norinchukin Bank, The | History | No change | 2,459,000 | 288,145 | 3.36% | 3.53% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,043,584 | 239,467 | 0.06% | 0.07% | 5 | +212,896 | 11.63% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,796,375 | 210,499 | 2.33% | 2.84% | 6 | +88,176 | 5.16% | Q1 2026 | May 15, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 1,275,000 | 149,404 | 1.15% | 1.15% | 7 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 673,279 | 78,894 | 3.95% | 4.3% | 8 | +3,036 | 0.45% | Q1 2026 | Apr 23, 2026 |
| Wealth Group Ltd | History | Added to | 590,008 | 69,137 | 15.75% | 15.01% | 9 | +45,989 | 8.45% | Q1 2026 | Apr 10, 2026 |
| ASSETMARK, INC | History | Added to | 570,248 | 66,821 | 0.14% | 0.14% | 10 | +14,870 | 2.68% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 561,562 | 65,803 | 0.02% | 0.01% | 11 | +339,205 | 152.55% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 561,117 | 65,751 | 0.52% | 0.14% | 12 | +467,288 | 498.02% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 530,183 | 62,126 | 0.07% | 0.07% | 13 | +27,406 | 5.45% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 519,423 | 60,866 | 0.16% | 0.16% | 14 | +15,352 | 3.05% | Q1 2026 | Apr 30, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 497,791 | 58,326 | 14.67% | 16.15% | 15 | -17,562 | -3.41% | Q1 2026 | Apr 09, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 449,861 | 52,714 | 0.96% | 0.96% | 16 | +16,901 | 3.9% | Q1 2026 | Apr 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 425,161 | 49,820 | 0.01% | — | 17 | +425,161 | New | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 396,641 | 46,478 | 3.31% | 3.16% | 18 | +39,071 | 10.93% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 292,172 | 34,047 | 0.24% | 0.24% | 19 | +14,884 | 5.37% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 286,937 | 33,624 | 0.05% | 0.05% | 20 | +33,468 | 13.2% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 255,650 | 29,957 | 0.84% | 2.54% | 21 | -535,833 | -67.7% | Q1 2026 | Apr 28, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 253,813 | 29,741 | 14.47% | 15.39% | 22 | +6,594 | 2.67% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 212,653 | 24,918 | 0.07% | 0.06% | 23 | -1,624 | -0.76% | Q1 2026 | May 04, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 168,496 | 19,744 | 4.17% | 3.52% | 24 | +22,103 | 15.1% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 167,328 | 19,607 | 0.03% | 0.01% | 25 | +89,600 | 115.27% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 164,068 | 19,225 | 0.05% | 0.05% | 26 | +15,919 | 10.75% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 145,428 | 17,439 | 0.0% | 0.0% | 27 | +23,934 | 19.7% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Added to | 147,238 | 17,253 | 0.27% | 0.19% | 28 | +51,102 | 53.16% | Q1 2026 | Apr 13, 2026 |
| 5T Wealth, LLC | History | Reduced | 130,003 | 15,233 | 6.02% | 6.47% | 29 | -1,324 | -1.01% | Q1 2026 | Apr 13, 2026 |
| Bravias Capital Group, LLC | History | Added to | 113,668 | 13,319 | 8.71% | 8.4% | 30 | +1,041 | 0.92% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 112,854 | 13,224 | 0.24% | 0.22% | 31 | +20,263 | 21.88% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 107,105 | 12,550 | 0.29% | 0.31% | 32 | +3,992 | 3.87% | Q1 2026 | May 15, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 102,439 | 12,003 | 2.87% | 3.27% | 33 | +5,009 | 5.14% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 101,307 | 11,871 | 0.06% | 0.05% | 34 | +19,776 | 24.26% | Q1 2026 | Apr 24, 2026 |
| Ascent Group, LLC | History | Added to | 95,947 | 11,243 | 0.39% | 0.39% | 35 | +3,110 | 3.35% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 87,490 | 10,252 | 0.08% | 0.06% | 36 | +19,881 | 29.41% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 85,302 | 9,995 | 1.09% | 1.12% | 37 | -902 | -1.05% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 81,268 | 9,524 | 0.0% | 0.0% | 38 | +11,662 | 16.75% | Q1 2026 | May 15, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 80,407 | 9,422 | 7.44% | 7.32% | 39 | +3,467 | 4.51% | Q1 2026 | May 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 78,799 | 9,233 | 1.55% | 1.48% | 40 | +4,801 | 6.49% | Q1 2026 | Apr 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 74,678 | 8,750 | 0.24% | 0.24% | 41 | +115 | 0.15% | Q1 2026 | Apr 13, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 66,035 | 7,737 | 1.59% | 1.61% | 42 | +2,831 | 4.48% | Q1 2026 | Apr 06, 2026 |
| UNIQUE WEALTH, LLC | History | New | 65,473 | 7,672 | 1.06% | — | 43 | +65,473 | New | Q1 2026 | Apr 21, 2026 |
| Elevation Wealth Management LLC | History | Added to | 64,901 | 7,605 | 6.98% | 7.55% | 44 | +1,105 | 1.73% | Q1 2026 | May 11, 2026 |
| Strategic Financial Planning, Inc. | History | New | 161,077 | 7,525 | 4.4% | — | 45 | +161,077 | New | Q1 2026 | May 14, 2026 |
| Wayfinding Financial, LLC | History | Added to | 54,083 | 6,337 | 2.75% | 2.66% | 46 | +3,052 | 5.98% | Q1 2026 | May 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 53,850 | 6,310 | 0.8% | 0.78% | 47 | +2,058 | 3.97% | Q1 2026 | Apr 13, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 49,292 | 5,776 | 1.32% | 1.34% | 48 | +926 | 1.91% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 42,477 | 5,237 | 0.03% | 0.03% | 49 | +2,389 | 5.96% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 44,536 | 5,218 | 0.2% | 0.25% | 50 | +26,022 | 140.55% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 41,388 | 4,849 | 0.0% | 0.01% | 51 | -16,050 | -27.94% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 41,017 | 4,806 | 0.1% | 0.12% | 52 | -6,240 | -13.2% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 40,975 | 4,801 | 0.36% | — | 53 | +40,975 | New | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 40,358 | 4,729 | 0.15% | — | 54 | +40,358 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 38,963 | 4,565 | 0.09% | 0.1% | 55 | +3,630 | 10.27% | Q1 2026 | Apr 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 38,326 | 4,491 | 0.55% | 0.65% | 56 | -5,756 | -13.06% | Q1 2026 | May 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 38,212 | 4,477 | 0.35% | 0.37% | 57 | +6,690 | 21.22% | Q1 2026 | Apr 16, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 37,204 | 4,359 | 0.46% | 0.35% | 58 | +11,384 | 44.09% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 34,062 | 4,200 | 0.74% | 0.74% | 59 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 33,478 | 3,922 | 0.0% | — | 60 | +33,478 | New | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 33,066 | 3,874 | 0.1% | — | 61 | +33,066 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 30,556 | 3,580 | 0.05% | 0.06% | 62 | -3,117 | -9.26% | Q1 2026 | Apr 08, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 30,165 | 3,534 | 2.34% | 2.31% | 63 | +638 | 2.16% | Q1 2026 | Apr 21, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 29,733 | 3,484 | 6.27% | 6.89% | 64 | +587 | 2.01% | Q1 2026 | Apr 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 27,713 | 3,247 | 0.25% | 0.27% | 65 | +971 | 3.63% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 27,506 | 3,223 | 0.03% | 0.12% | 66 | -108,739 | -79.81% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 26,589 | 3,116 | 0.01% | 0.01% | 67 | +1,011 | 3.95% | Q1 2026 | May 01, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 26,450 | 3,099 | 1.14% | 1.17% | 68 | +1,101 | 4.34% | Q1 2026 | Apr 09, 2026 |
| Archer Investment Management, LLC | History | New | 26,322 | 3,084 | 1.3% | — | 69 | +26,322 | New | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 25,085 | 2,939 | 0.15% | 0.16% | 70 | +1,322 | 5.56% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,258 | 2,863 | 0.03% | 0.03% | 71 | +533 | 2.25% | Q1 2026 | Apr 07, 2026 |
| Merited Wealth, LLC | History | No change | 23,193 | 2,717 | 2.25% | 2.65% | 72 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | Added to | 22,764 | 2,667 | 0.09% | 0.01% | 73 | +20,428 | 874.49% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 22,653 | 2,654 | 0.15% | 0.15% | 74 | +1,310 | 6.14% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 22,550 | 2,642 | 0.65% | 2.1% | 75 | +3,920 | 21.04% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 21,346 | 2,501 | 0.0% | 0.0% | 76 | -1,617 | -7.04% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 20,672 | 2,422 | 0.62% | 0.68% | 77 | +244 | 1.19% | Q1 2026 | Apr 29, 2026 |
| GeoWealth Management, LLC | History | Added to | 20,560 | 2,409 | 0.09% | 0.09% | 78 | +1,410 | 7.36% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 17,894 | 2,376 | 0.06% | 0.08% | 79 | +3,379 | 23.28% | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 19,939 | 2,336 | 0.26% | 0.27% | 80 | +716 | 3.72% | Q1 2026 | Apr 29, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 19,908 | 2,332 | 0.59% | — | 81 | +19,908 | New | Q1 2026 | May 04, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 19,886 | 2,330 | 1.27% | 1.35% | 82 | -35 | -0.18% | Q1 2026 | Apr 22, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 19,774 | 2,317 | 1.37% | 0.42% | 83 | +13,776 | 229.68% | Q1 2026 | Apr 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 19,719 | 2,310 | 0.48% | 0.41% | 84 | +4,865 | 32.75% | Q1 2026 | Apr 15, 2026 |
| Mattson Financial Services, LLC | History | Added to | 15,889 | 1,861 | 0.44% | 0.39% | 85 | +2,406 | 17.84% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 15,767 | 1,847 | 0.47% | 0.57% | 86 | +2 | 0.01% | Q1 2026 | May 08, 2026 |
| Ignite Planners, LLC | History | Reduced | 15,605 | 1,828 | 0.28% | 0.3% | 87 | -117 | -0.74% | Q1 2026 | Apr 17, 2026 |
| Keystone Wealth Services, LLC | History | New | 15,554 | 1,822 | 0.39% | — | 88 | +15,554 | New | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,999 | 1,757 | 0.03% | 0.01% | 89 | +10,776 | 255.17% | Q1 2026 | May 18, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 14,101 | 1,652 | 0.05% | 0.03% | 90 | +4,434 | 45.87% | Q1 2026 | Apr 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 12,282 | 1,575 | 0.03% | 0.09% | 91 | -3,394 | -21.65% | Q1 2026 | May 01, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 13,163 | 1,542 | 0.08% | 0.09% | 92 | -481 | -3.53% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 12,885 | 1,509 | 0.04% | 0.01% | 93 | +10,619 | 468.62% | Q1 2026 | May 15, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 12,648 | 1,482 | 0.17% | 0.26% | 94 | -5,510 | -30.34% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,122 | 1,420 | 0.02% | 0.02% | 95 | +857 | 7.61% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,512 | 1,419 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,641 | 1,364 | 0.0% | 0.0% | 97 | +1,545 | 15.3% | Q1 2026 | May 05, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 11,300 | 1,324 | 1.04% | 0.95% | 98 | +1,535 | 15.72% | Q1 2026 | Apr 20, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 11,286 | 1,322 | 0.4% | 0.29% | 99 | +3,354 | 42.28% | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 10,762 | 1,261 | 0.04% | 0.03% | 100 | -61 | -0.56% | Q1 2026 | Apr 23, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 10,525 | 1,233 | 0.03% | 0.03% | 101 | -733 | -6.51% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,502 | 1,230 | 0.01% | 0.01% | 102 | +6,176 | 142.76% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 10,362 | 1,214 | 0.0% | 0.0% | 103 | -223 | -2.11% | Q1 2026 | May 15, 2026 |
| Olde Wealth Management, LLC | History | Added to | 10,061 | 1,178 | 0.37% | 0.37% | 104 | +236 | 2.4% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 9,854 | 1,154 | 0.05% | 0.06% | 105 | -650 | -6.19% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,761 | 1,143 | 0.1% | 0.1% | 106 | +307 | 3.25% | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,959 | 1,049 | 0.01% | 0.0% | 107 | +1,627 | 22.19% | Q1 2026 | Apr 29, 2026 |
| Tripletail Wealth Management, LLC | History | New | 8,668 | 1,024 | 1.4% | — | 108 | +8,668 | New | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 8,309 | 973 | 0.03% | 0.02% | 109 | +4,162 | 100.36% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 8,173 | 970 | 0.02% | 0.02% | 110 | +399 | 5.13% | Q1 2026 | Apr 28, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 7,965 | 933 | 0.58% | 0.32% | 111 | -83 | -1.03% | Q1 2026 | May 01, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 7,706 | 902 | 0.3% | 0.26% | 112 | +1,281 | 19.94% | Q1 2026 | Apr 03, 2026 |
| Goodman Advisory Group, LLC | History | Added to | 7,411 | 868 | 0.23% | 0.14% | 113 | +2,741 | 58.69% | Q1 2026 | Apr 22, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 7,120 | 834 | 0.62% | 0.65% | 114 | -190 | -2.6% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,053 | 826 | 0.0% | 0.0% | 115 | +4,632 | 191.33% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,028 | 823 | 0.0% | 0.0% | 116 | -3,014 | -30.01% | Q1 2026 | May 14, 2026 |
| Plan Group Financial, LLC | History | Added to | 6,848 | 802 | 0.19% | 0.22% | 117 | +112 | 1.66% | Q1 2026 | Apr 13, 2026 |
| VANGUARD GROUP INC | History | No change | 6,406 | 789 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6,484 | 759 | 0.12% | 0.11% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 6,402 | 750 | 0.0% | — | 120 | +6,402 | New | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Added to | 6,239 | 731 | 0.01% | 0.01% | 121 | +338 | 5.73% | Q1 2026 | Apr 27, 2026 |
| Ascension Capital Advisors, Inc. | History | New | 6,170 | 723 | 0.23% | — | 122 | +6,170 | New | Q1 2026 | May 13, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 5,858 | 719 | 0.7% | 0.7% | 123 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,127 | 717 | 0.0% | 0.0% | 124 | +403 | 7.04% | Q1 2026 | May 12, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 5,949 | 697 | 0.17% | 0.09% | 125 | +2,851 | 92.03% | Q1 2026 | Apr 20, 2026 |
| Semus Wealth Partners LLC | History | Added to | 5,601 | 656 | 0.37% | 0.36% | 126 | +173 | 3.19% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,573 | 653 | 0.01% | 0.01% | 127 | +1,506 | 37.03% | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Added to | 5,481 | 642 | 0.16% | 0.13% | 128 | +1,258 | 29.79% | Q1 2026 | Apr 21, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 5,443 | 637 | 0.04% | 0.04% | 129 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | New | 5,422 | 635 | 0.0% | — | 130 | +5,422 | New | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,239 | 619 | 0.0% | 0.0% | 131 | -171 | -3.16% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | New | 5,274 | 618 | 0.0% | — | 132 | +5,274 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 5,200 | 609 | 0.0% | 0.0% | 133 | +2,976 | 133.81% | Q1 2026 | May 13, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 5,132 | 601 | 0.42% | 0.43% | 134 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,028 | 589 | 0.01% | 0.0% | 135 | +4,015 | 396.35% | Q1 2026 | Apr 29, 2026 |
| Paladin Wealth, LLC | History | Added to | 5,009 | 586 | 0.4% | 0.33% | 136 | +1,135 | 29.3% | Q1 2026 | Apr 16, 2026 |
| Advisors Capital Management, LLC | History | No change | 4,819 | 564 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mutual Advisors, LLC | History | No change | 4,713 | 552 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kelly Financial Services LLC | History | Added to | 4,661 | 546 | 0.13% | 0.13% | 139 | +529 | 12.8% | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | New | 4,504 | 527 | 0.01% | — | 140 | +4,504 | New | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 4,384 | 513 | 0.02% | 0.02% | 141 | +79 | 1.84% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,329 | 507 | 0.04% | 0.04% | 142 | +197 | 4.77% | Q1 2026 | May 05, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 4,242 | 497 | 0.1% | — | 143 | +4,242 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 4,198 | 491 | 0.0% | 0.0% | 144 | +937 | 28.73% | Q1 2026 | May 05, 2026 |
| Owen LaRue, LLC | History | Reduced | 4,121 | 482 | 0.19% | 0.22% | 145 | -595 | -12.62% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | New | 3,980 | 466 | 0.01% | — | 146 | +3,980 | New | Q1 2026 | May 12, 2026 |
| Brown Financial Advisors | History | Added to | 3,818 | 447 | 0.17% | 0.12% | 147 | +1,205 | 46.12% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | New | 3,695 | 432 | 0.02% | — | 148 | +3,695 | New | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 3,572 | 418 | 0.02% | 0.03% | 149 | +1,786 | 100.0% | Q1 2026 | Apr 22, 2026 |
| Bright Futures Wealth Management, LLC. | History | New | 3,520 | 412 | 0.28% | — | 150 | +3,520 | New | Q1 2026 | Apr 15, 2026 |
| GGM Financial LLC | History | Reduced | 3,098 | 363 | 0.17% | 0.25% | 151 | -1,074 | -25.74% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Reduced | 3,087 | 361 | 0.0% | 0.0% | 152 | -405 | -11.6% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,982 | 349 | 0.0% | 0.0% | 153 | -95 | -3.09% | Q1 2026 | May 07, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 2,897 | 339 | 0.14% | 0.15% | 154 | -13 | -0.45% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,693 | 315 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 2,691 | 315 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TFB Advisors LLC | History | Reduced | 2,657 | 311 | 0.16% | 0.33% | 157 | -7,041 | -72.6% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,553 | 299 | 0.0% | 0.0% | 158 | -616 | -19.44% | Q1 2026 | May 05, 2026 |
| FLAGSTAR ADVISORS INC | History | No change | 2,404 | 281 | 0.1% | 0.1% | 159 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 2,366 | 277 | 0.01% | 0.01% | 160 | +17 | 0.72% | Q1 2026 | May 12, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,351 | 275 | 0.09% | 0.12% | 161 | -380 | -13.91% | Q1 2026 | May 12, 2026 |
| CPWA, LLC | History | New | 1,977 | 262 | 0.31% | — | 162 | +1,977 | New | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,235 | 261 | 0.0% | 0.0% | 163 | -5,877 | -72.45% | Q1 2026 | May 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 2,219 | 260 | 0.01% | 0.01% | 164 | +5 | 0.23% | Q1 2026 | Apr 21, 2026 |
| Welch Group, LLC | History | No change | 2,227 | 260 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fortis Advisors, LLC | History | Added to | 2,069 | 242 | 0.12% | 0.14% | 166 | +5 | 0.24% | Q1 2026 | May 14, 2026 |
| Herold Advisors, Inc. | History | No change | 2,000 | 234 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 1,994 | 233 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,980 | 232 | 0.0% | 0.0% | 169 | -51,450 | -96.29% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 1,987 | 232 | 0.05% | 0.03% | 170 | +1,055 | 113.2% | Q1 2026 | May 07, 2026 |
| JB Capital LLC | History | Added to | 1,976 | 231 | 0.01% | 0.01% | 171 | +5 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Well Done, LLC | History | No change | 1,947 | 228 | 0.03% | 0.04% | 172 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,883 | 220 | 0.0% | 0.0% | 173 | +24 | 1.29% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | New | 1,845 | 216 | 0.0% | — | 174 | +1,845 | New | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 1,769 | 207 | 0.0% | 0.0% | 175 | +87 | 5.17% | Q1 2026 | May 15, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 1,765 | 206 | 0.02% | 0.03% | 176 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 1,726 | 202 | 0.1% | 0.12% | 177 | -29 | -1.65% | Q1 2026 | May 14, 2026 |
| Integrated Capital Management, LLC | History | New | 1,718 | 201 | 0.08% | — | 178 | +1,718 | New | Q1 2026 | Apr 17, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 1,687 | 197 | 0.19% | 0.21% | 179 | +4 | 0.24% | Q1 2026 | May 05, 2026 |
| Ancora Advisors LLC | History | No change | 1,609 | 188 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 1,465 | 171 | 0.01% | 0.01% | 181 | +190 | 14.9% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | New | 1,418 | 166 | 0.01% | — | 182 | +1,418 | New | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 1,285 | 158 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,297 | 151 | 0.0% | — | 185 | +1,297 | New | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,286 | 151 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Added to | 1,264 | 148 | 0.0% | 0.0% | 186 | +1,181 | 1422.89% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | New | 1,143 | 133 | 0.0% | — | 187 | +1,143 | New | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 969 | 113 | 0.01% | 0.02% | 188 | -797 | -45.13% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 52,372 | 104 | 0.0% | 0.02% | 189 | -1,969 | -3.62% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 787 | 92 | 0.0% | 0.0% | 190 | -720 | -47.78% | Q1 2026 | May 13, 2026 |
| LGT Financial Advisors LLC | History | Added to | 789 | 92 | 0.47% | 0.56% | 191 | +44 | 5.91% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | No change | 681 | 79 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | New | 596 | 77 | 0.01% | — | 193 | +596 | New | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 586 | 68 | 0.0% | 0.0% | 194 | +123 | 26.57% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 531 | 62 | 0.0% | 0.0% | 195 | +1 | 0.19% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | No change | 388 | 45 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Reduced | 381 | 44 | 0.01% | 0.01% | 197 | -10 | -2.56% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 375 | 43 | 0.0% | 0.0% | 198 | -448 | -54.43% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 330 | 38 | 0.0% | 0.0% | 199 | -810 | -71.05% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 289 | 33 | 0.0% | 0.0% | 200 | -50 | -14.75% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 285 | 32 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 191 | 22 | 0.0% | — | 203 | +191 | New | Q1 2026 | May 19, 2026 |
| WEBSTER BANK, N. A. | History | No change | 192 | 22 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Synergy Investment Management, LLC | History | New | 181 | 21 | 0.01% | — | 205 | +181 | New | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 186 | 21 | 0.0% | 0.0% | 204 | +30 | 19.23% | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 179 | 20 | 0.0% | 0.0% | 206 | -920 | -83.71% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 172 | 20 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 167 | 19 | 0.0% | 0.0% | 208 | +127 | 317.5% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 166 | 19 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vision Retirement, LLC | History | Reduced | 161 | 18 | 0.01% | 0.01% | 210 | -131 | -44.86% | Q1 2026 | May 07, 2026 |
| Capital Investment Counsel, Inc | History | No change | 144 | 16 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 137 | 16 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | No change | 136 | 15 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 126 | 15 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 124 | 14 | 0.0% | — | 215 | +124 | New | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 114 | 13 | 0.0% | — | 216 | +114 | New | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 105 | 12 | 0.0% | 0.0% | 217 | -972 | -90.25% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 100 | 11 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Main Street Group, LTD | History | New | 83 | 9 | 0.0% | — | 221 | +83 | New | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 85 | 9 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 77 | 9 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 50 | 5 | 0.0% | 0.0% | 222 | -80 | -61.54% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 51 | 5 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 5 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bank of Jackson Hole Trust | History | No change | 33 | 3 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -3,382,109 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -222,590 | -100.0% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -137,064 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -112,811 | -100.0% | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -59,750 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,506 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,032 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,868 | -100.0% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -1,865 | -100.0% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,806 | -100.0% | Q1 2026 | May 14, 2026 |
| Mascagni Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -1,677 | -100.0% | Q1 2026 | May 19, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -711 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -488 | -100.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -412 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -394 | -100.0% | Q1 2026 | Apr 16, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.01% | — | -75 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | May 08, 2026 |