J.P. Morgan Exchange-Traded Fund Trust - BBUS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 4,386,866 | 540,944 | 0.03% | 0.03% | 1 | +140,680 | 3.31% | Q4 2025 | Feb 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,382,109 | 417,048 | 0.96% | 0.94% | 2 | +92,418 | 2.81% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 3,102,383 | 382,554 | 0.1% | 0.1% | 3 | +132,407 | 4.46% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 2,861,481 | 352,849 | 0.02% | 0.02% | 4 | +580,931 | 25.47% | Q4 2025 | Feb 13, 2026 |
| Norinchukin Bank, The | History | New | 2,459,000 | 303,219 | 3.53% | — | 5 | +2,459,000 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,830,688 | 225,742 | 0.07% | 0.06% | 6 | +32,993 | 1.84% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,708,199 | 210,638 | 2.84% | 3.47% | 7 | +197,476 | 13.07% | Q4 2025 | Feb 06, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | Added to | 1,275,000 | 157,220 | 1.15% | 0.42% | 8 | +812,000 | 175.38% | Q4 2025 | Feb 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 791,483 | 97,597 | 2.54% | 1.69% | 9 | +326,521 | 70.23% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 670,243 | 82,647 | 4.3% | 4.53% | 10 | -10,138 | -1.49% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 555,378 | 68,483 | 0.14% | 0.14% | 11 | +7,272 | 1.33% | Q4 2025 | Jan 23, 2026 |
| Wealth Group Ltd | History | Added to | 544,019 | 67,082 | 15.01% | 10.55% | 12 | +166,193 | 43.99% | Q4 2025 | Jan 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 515,353 | 63,548 | 16.15% | 15.85% | 13 | +20,123 | 4.06% | Q4 2025 | Jan 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 504,071 | 62,157 | 0.16% | 0.18% | 14 | -25,165 | -4.75% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 502,777 | 61,997 | 0.07% | 0.06% | 15 | +65,350 | 14.94% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 432,960 | 53,388 | 0.96% | 1.02% | 16 | +18,935 | 4.57% | Q4 2025 | Jan 16, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 357,570 | 44,091 | 3.16% | 3.01% | 17 | +20,450 | 6.07% | Q4 2025 | Feb 11, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | New | 277,288 | 34,284 | 0.24% | — | 18 | +277,288 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 253,469 | 31,258 | 0.05% | 0.05% | 19 | -24,404 | -8.78% | Q4 2025 | Feb 17, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 247,219 | 30,484 | 15.39% | 14.99% | 20 | +14,602 | 6.28% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 222,590 | 27,448 | 0.23% | 0.2% | 21 | +15,161 | 7.31% | Q4 2025 | Jan 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 222,357 | 27,418 | 0.01% | 0.0% | 22 | +109,232 | 96.56% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 214,277 | 26,422 | 0.06% | 0.06% | 23 | +24,604 | 12.97% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 148,149 | 18,268 | 0.05% | 0.05% | 24 | +6,147 | 4.33% | Q4 2025 | Jan 26, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 146,393 | 18,051 | 3.52% | 4.02% | 25 | -10,743 | -6.84% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 137,064 | 16,901 | 0.0% | 0.0% | 26 | +129,674 | 1754.72% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 136,245 | 16,800 | 0.12% | 0.11% | 27 | +14,519 | 11.93% | Q4 2025 | Feb 12, 2026 |
| 5T Wealth, LLC | History | Added to | 131,327 | 16,193 | 6.47% | 6.11% | 28 | +15,117 | 13.01% | Q4 2025 | Jan 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 121,494 | 14,981 | 0.0% | 0.0% | 29 | +44,713 | 58.23% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Reduced | 112,811 | 13,910 | 0.61% | 0.74% | 30 | -22,029 | -16.34% | Q4 2025 | Feb 10, 2026 |
| Bravias Capital Group, LLC | History | Added to | 112,627 | 13,888 | 8.4% | 8.99% | 31 | +1,097 | 0.98% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 103,113 | 12,714 | 0.31% | 0.29% | 32 | +3,332 | 3.34% | Q4 2025 | Feb 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 97,430 | 12,014 | 3.27% | 3.58% | 33 | +1,501 | 1.56% | Q4 2025 | Feb 10, 2026 |
| Gradient Investments LLC | History | Added to | 96,136 | 11,854 | 0.19% | 0.19% | 34 | +643 | 0.67% | Q4 2025 | Jan 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 93,829 | 11,570 | 0.14% | 0.56% | 35 | -420,668 | -81.76% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Added to | 92,837 | 11,447 | 0.39% | 0.37% | 36 | +5,798 | 6.66% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 92,591 | 11,416 | 0.22% | 0.21% | 37 | +7,196 | 8.43% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 86,204 | 10,629 | 1.12% | 1.11% | 38 | +2,759 | 3.31% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 81,531 | 10,053 | 0.05% | 0.03% | 39 | +36,938 | 82.83% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 77,728 | 9,584 | 0.01% | 0.0% | 40 | +63,924 | 463.08% | Q4 2025 | Feb 12, 2026 |
| Alpha Advisors, LLC/VA | History | Reduced | 76,940 | 9,487 | 7.32% | 7.14% | 41 | -1,765 | -2.24% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 74,563 | 9,194 | 0.24% | 0.23% | 42 | -844 | -1.12% | Q4 2025 | Jan 07, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 73,998 | 9,124 | 1.48% | 1.5% | 43 | -1,287 | -1.71% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 69,606 | 8,583 | 0.0% | — | 44 | +69,606 | New | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 67,609 | 8,336 | 0.06% | 0.05% | 45 | +5,946 | 9.64% | Q4 2025 | Feb 13, 2026 |
| Elevation Wealth Management LLC | History | New | 63,796 | 7,866 | 7.55% | — | 46 | +63,796 | New | Q4 2025 | Feb 12, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 63,204 | 7,793 | 1.61% | 1.71% | 47 | -2,460 | -3.75% | Q4 2025 | Jan 05, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 59,750 | 7,364 | 0.01% | 0.0% | 48 | +48,890 | 450.18% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 57,438 | 7,082 | 0.01% | 0.01% | 49 | -37,074 | -39.23% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 54,341 | 6,700 | 0.02% | 0.0% | 50 | +48,773 | 875.95% | Q4 2025 | Feb 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 53,430 | 6,588 | 0.0% | 0.0% | 51 | +1,847 | 3.58% | Q4 2025 | Mar 25, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 51,792 | 6,386 | 0.78% | 0.73% | 52 | +5,093 | 10.91% | Q4 2025 | Jan 07, 2026 |
| Wayfinding Financial, LLC | History | Added to | 51,031 | 6,292 | 2.66% | 2.58% | 53 | +1,294 | 2.6% | Q4 2025 | Feb 12, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 48,366 | 5,964 | 1.34% | 1.27% | 54 | +2,075 | 4.48% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 47,257 | 5,827 | 0.12% | 0.11% | 55 | +6,258 | 15.26% | Q4 2025 | Feb 03, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 44,082 | 5,435 | 0.65% | 0.72% | 56 | -6,172 | -12.28% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 40,088 | 4,943 | 0.03% | 0.03% | 57 | +835 | 2.13% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 35,333 | 4,356 | 0.1% | 0.1% | 58 | +3,444 | 10.8% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Added to | 34,062 | 4,200 | 0.74% | 0.54% | 59 | +9,544 | 38.93% | Q4 2025 | Jan 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 33,673 | 4,152 | 0.06% | 0.06% | 60 | -958 | -2.77% | Q4 2025 | Feb 02, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 31,522 | 3,886 | 0.37% | 0.18% | 61 | +20,125 | 176.58% | Q4 2025 | Jan 22, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 29,527 | 3,641 | 2.31% | 2.21% | 62 | +1,427 | 5.08% | Q4 2025 | Feb 05, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 29,146 | 3,593 | 6.89% | 4.37% | 63 | +399 | 1.39% | Q4 2025 | Jan 21, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 26,742 | 3,297 | 0.27% | 0.2% | 64 | +7,823 | 41.35% | Q4 2025 | Jan 23, 2026 |
| Legacy Edge Advisors, LLC | History | New | 25,820 | 3,183 | 0.35% | — | 65 | +25,820 | New | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 25,578 | 3,154 | 0.01% | — | 66 | +25,578 | New | Q4 2025 | Feb 05, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 25,349 | 3,125 | 1.17% | 1.21% | 67 | -93 | -0.37% | Q4 2025 | Jan 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 23,763 | 2,930 | 0.16% | 0.16% | 68 | +288 | 1.23% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 23,725 | 2,925 | 0.03% | 0.04% | 69 | +2,803 | 13.4% | Q4 2025 | Jan 23, 2026 |
| Merited Wealth, LLC | History | New | 23,193 | 2,859 | 2.65% | — | 70 | +23,193 | New | Q4 2025 | Mar 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 22,963 | 2,831 | 0.0% | 0.0% | 71 | -109 | -0.47% | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 21,343 | 2,631 | 0.15% | 0.16% | 72 | -433 | -1.99% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 20,428 | 2,518 | 0.68% | 0.95% | 73 | +1,687 | 9.0% | Q4 2025 | Feb 09, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 19,921 | 2,456 | 1.35% | 1.36% | 74 | +138 | 0.7% | Q4 2025 | Jan 21, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 19,223 | 2,370 | 0.27% | 0.31% | 75 | -2,132 | -9.98% | Q4 2025 | Feb 10, 2026 |
| GeoWealth Management, LLC | History | Added to | 19,150 | 2,361 | 0.09% | 0.08% | 76 | +354 | 1.88% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 18,630 | 2,297 | 2.1% | 0.07% | 77 | +14,901 | 399.6% | Q4 2025 | Feb 09, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 18,514 | 2,282 | 0.25% | 0.26% | 78 | +2,460 | 15.32% | Q4 2025 | Feb 11, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 18,158 | 2,239 | 0.26% | 0.28% | 79 | -1,200 | -6.2% | Q4 2025 | Jan 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 15,765 | 1,972 | 0.57% | 0.63% | 80 | +503 | 3.3% | Q4 2025 | Feb 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 15,676 | 1,965 | 0.09% | — | 81 | +15,676 | New | Q4 2025 | Feb 03, 2026 |
| Ignite Planners, LLC | History | Added to | 15,722 | 1,962 | 0.3% | 0.3% | 82 | +680 | 4.52% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,506 | 1,912 | 0.0% | — | 83 | +15,506 | New | Q4 2025 | Feb 17, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 14,854 | 1,831 | 0.41% | 0.32% | 84 | +3,842 | 34.89% | Q4 2025 | Jan 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 14,515 | 1,789 | 0.08% | 0.17% | 85 | -27,349 | -65.33% | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 13,644 | 1,682 | 0.09% | 0.11% | 86 | -895 | -6.16% | Q4 2025 | Jan 26, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 13,483 | 1,662 | 0.39% | 0.39% | 87 | -6 | -0.04% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 11,512 | 1,419 | 0.03% | 0.03% | 88 | -49 | -0.42% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,265 | 1,389 | 0.02% | 0.02% | 89 | +466 | 4.32% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 11,258 | 1,388 | 0.03% | 0.03% | 90 | +495 | 4.6% | Q4 2025 | Jan 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 10,823 | 1,334 | 0.03% | 0.02% | 91 | +1,436 | 15.3% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 10,585 | 1,305 | 0.0% | 0.0% | 92 | +5,754 | 119.11% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 10,504 | 1,295 | 0.06% | 0.08% | 93 | +162 | 1.57% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,096 | 1,244 | 0.0% | 0.0% | 94 | +1,085 | 12.04% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 10,042 | 1,238 | 0.0% | 0.0% | 95 | -7,322 | -42.17% | Q4 2025 | Mar 16, 2026 |
| Olde Wealth Management, LLC | History | Added to | 9,825 | 1,211 | 0.37% | 0.35% | 96 | +580 | 6.27% | Q4 2025 | Feb 12, 2026 |
| Aegis Wealth Management, Inc. | History | New | 9,765 | 1,204 | 0.95% | — | 97 | +9,765 | New | Q4 2025 | Feb 05, 2026 |
| TFB Advisors LLC | History | Added to | 9,698 | 1,195 | 0.33% | 0.34% | 98 | +94 | 0.98% | Q4 2025 | Feb 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 9,667 | 1,192 | 0.03% | 0.0% | 99 | +9,653 | 68950.0% | Q4 2025 | Jan 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,454 | 1,165 | 0.1% | 0.1% | 100 | +31 | 0.33% | Q4 2025 | Jan 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 8,200 | 1,011 | 0.0% | 0.0% | 101 | -8,900 | -52.05% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 8,112 | 1,000 | 0.0% | — | 102 | +8,112 | New | Q4 2025 | Feb 02, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 8,048 | 992 | 0.32% | 0.56% | 103 | +546 | 7.28% | Q4 2025 | Jan 22, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 7,932 | 978 | 0.29% | 0.32% | 104 | -367 | -4.42% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 7,774 | 972 | 0.02% | 0.02% | 105 | +581 | 8.08% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 7,332 | 904 | 0.0% | 0.0% | 106 | +329 | 4.7% | Q4 2025 | Feb 06, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 7,310 | 901 | 0.65% | 0.73% | 107 | -504 | -6.45% | Q4 2025 | Jan 20, 2026 |
| Plan Group Financial, LLC | History | Added to | 6,736 | 830 | 0.22% | 0.16% | 108 | +1,879 | 38.69% | Q4 2025 | Feb 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 6,484 | 799 | 0.11% | — | 109 | +6,484 | New | Q4 2025 | Feb 09, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 6,425 | 792 | 0.26% | 0.19% | 110 | +1,810 | 39.22% | Q4 2025 | Jan 08, 2026 |
| VANGUARD GROUP INC | History | Added to | 6,406 | 789 | 0.0% | 0.0% | 111 | +617 | 10.66% | Q4 2025 | Jan 29, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 5,998 | 739 | 0.42% | 0.44% | 112 | -330 | -5.21% | Q4 2025 | Jan 14, 2026 |
| World Investment Advisors | History | Added to | 5,901 | 727 | 0.01% | 0.01% | 113 | +2,064 | 53.79% | Q4 2025 | Mar 12, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 5,858 | 719 | 0.7% | — | 114 | +5,858 | New | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | New | 5,724 | 705 | 0.0% | — | 115 | +5,724 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,410 | 676 | 0.0% | 0.0% | 116 | -312 | -5.45% | Q4 2025 | Jan 08, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 5,443 | 671 | 0.04% | 0.2% | 117 | -19,839 | -78.47% | Q4 2025 | Feb 05, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 5,428 | 669 | 0.36% | 0.41% | 118 | -559 | -9.34% | Q4 2025 | Jan 27, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 5,132 | 632 | 0.43% | 0.43% | 119 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advisors Capital Management, LLC | History | No change | 4,819 | 594 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Owen LaRue, LLC | History | Reduced | 4,716 | 581 | 0.22% | 0.25% | 122 | -499 | -9.57% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | No change | 4,713 | 581 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 4,670 | 575 | 0.14% | 0.15% | 123 | -402 | -7.93% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | New | 4,326 | 533 | 0.01% | — | 124 | +4,326 | New | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 4,305 | 530 | 0.02% | 0.02% | 125 | +742 | 20.83% | Q4 2025 | Feb 06, 2026 |
| Sequent Planning LLC | History | Added to | 4,223 | 520 | 0.13% | 0.08% | 127 | +1,952 | 85.95% | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,223 | 520 | 0.01% | 0.01% | 126 | -676 | -13.8% | Q4 2025 | Feb 13, 2026 |
| GGM Financials LLC | History | Reduced | 4,172 | 514 | 0.25% | 0.26% | 128 | -149 | -3.45% | Q4 2025 | Feb 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 4,147 | 511 | 0.02% | — | 129 | +4,147 | New | Q4 2025 | Jan 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,132 | 509 | 0.04% | 0.04% | 130 | +361 | 9.57% | Q4 2025 | Jan 21, 2026 |
| Kelly Financial Services LLC | History | Added to | 4,132 | 509 | 0.13% | 0.13% | 131 | +2 | 0.05% | Q4 2025 | Jan 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 4,032 | 497 | 0.01% | 0.01% | 132 | -812 | -16.76% | Q4 2025 | Feb 13, 2026 |
| Paladin Wealth, LLC | History | Added to | 3,874 | 477 | 0.33% | 0.32% | 133 | +169 | 4.56% | Q4 2025 | Jan 15, 2026 |
| Brookstone Capital Management | History | Added to | 3,492 | 430 | 0.0% | 0.0% | 134 | +227 | 6.95% | Q4 2025 | Jan 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,261 | 402 | 0.0% | 0.0% | 135 | +508 | 18.45% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,169 | 390 | 0.0% | — | 136 | +3,169 | New | Q4 2025 | Jan 29, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 3,098 | 382 | 0.09% | 0.07% | 137 | +951 | 44.29% | Q4 2025 | Jan 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,077 | 379 | 0.0% | 0.0% | 138 | +2,225 | 261.15% | Q4 2025 | Feb 10, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 2,910 | 364 | 0.15% | 0.17% | 139 | -395 | -11.95% | Q4 2025 | Feb 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 2,731 | 336 | 0.12% | 0.13% | 140 | +124 | 4.76% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,693 | 332 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | No change | 2,691 | 331 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Brown Financial Advisors | History | Reduced | 2,613 | 322 | 0.12% | 0.12% | 143 | -54 | -2.02% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,421 | 298 | 0.0% | 0.0% | 144 | +4 | 0.17% | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 2,404 | 296 | 0.1% | 0.09% | 145 | +90 | 3.89% | Q4 2025 | Jan 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 2,349 | 289 | 0.01% | — | 146 | +2,349 | New | Q4 2025 | Feb 04, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,336 | 288 | 0.01% | 0.14% | 147 | -28,231 | -92.36% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,266 | 279 | 0.01% | 0.01% | 148 | -26 | -1.13% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 2,224 | 274 | 0.0% | 0.0% | 149 | +3 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Welch Group, LLC | History | No change | 2,227 | 274 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 2,214 | 272 | 0.01% | 0.01% | 151 | +7 | 0.32% | Q4 2025 | Feb 03, 2026 |
| Fortis Advisors, LLC | History | Added to | 2,064 | 254 | 0.14% | 0.14% | 152 | +6 | 0.29% | Q4 2025 | Feb 10, 2026 |
| Herold Advisors, Inc. | History | No change | 2,000 | 246 | 0.05% | 0.06% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 1,994 | 245 | 0.0% | — | 154 | +1,994 | New | Q4 2025 | Jan 29, 2026 |
| JB Capital LLC | History | Added to | 1,971 | 243 | 0.01% | 0.01% | 155 | +6 | 0.31% | Q4 2025 | Jan 20, 2026 |
| Well Done, LLC | History | No change | 1,947 | 240 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Williams Jones Wealth Management, LLC. | History | New | 1,868 | 230 | 0.0% | — | 157 | +1,868 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,859 | 229 | 0.0% | 0.0% | 158 | -115 | -5.83% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,865 | 229 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Betterment LLC | History | Added to | 1,806 | 223 | 0.0% | 0.0% | 160 | +120 | 7.12% | Q4 2025 | Feb 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 1,786 | 220 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 1,766 | 217 | 0.02% | 0.02% | 163 | -23 | -1.29% | Q4 2025 | Feb 13, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 1,765 | 217 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 1,755 | 216 | 0.12% | 0.12% | 164 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 1,683 | 207 | 0.21% | — | 166 | +1,683 | New | Q4 2025 | Feb 19, 2026 |
| &PARTNERS | History | New | 1,682 | 207 | 0.0% | — | 165 | +1,682 | New | Q4 2025 | Feb 17, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 1,677 | 206 | 0.15% | 0.17% | 167 | -107 | -6.0% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | No change | 1,609 | 198 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 1,507 | 185 | 0.0% | 0.0% | 169 | +1,409 | 1437.76% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,286 | 158 | 0.01% | — | 171 | +1,286 | New | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | No change | 1,285 | 158 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Reduced | 1,275 | 157 | 0.01% | 0.01% | 172 | -81 | -5.97% | Q4 2025 | Jan 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,140 | 140 | 0.0% | 0.0% | 173 | +673 | 144.11% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 1,099 | 135 | 0.0% | — | 174 | +1,099 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,077 | 132 | 0.0% | 0.0% | 175 | +723 | 204.24% | Q4 2025 | Jan 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 1,013 | 124 | 0.0% | 0.0% | 176 | -90 | -8.16% | Q4 2025 | Feb 09, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 932 | 114 | 0.03% | — | 177 | +932 | New | Q4 2025 | Feb 02, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 823 | 101 | 0.0% | 0.0% | 178 | -68 | -7.63% | Q4 2025 | Feb 17, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 745 | 91 | 0.56% | 0.26% | 179 | -265 | -26.24% | Q4 2025 | Feb 13, 2026 |
| Fairway Wealth LLC | History | New | 711 | 87 | 0.02% | — | 180 | +711 | New | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 681 | 83 | 0.0% | — | 181 | +681 | New | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 530 | 65 | 0.0% | 0.0% | 182 | +339 | 177.49% | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 488 | 60 | 0.02% | — | 183 | +488 | New | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 463 | 57 | 0.0% | — | 184 | +463 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 412 | 50 | 0.0% | — | 185 | +412 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 394 | 49 | 0.05% | — | 186 | +394 | New | Q4 2025 | Feb 12, 2026 |
| Rossby Financial, LCC | History | Reduced | 391 | 48 | 0.01% | 0.02% | 187 | -234 | -37.44% | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | No change | 388 | 47 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 339 | 41 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 285 | 35 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HOEY INVESTMENTS, INC | History | New | 204 | 25 | 0.0% | — | 191 | +204 | New | Q4 2025 | Jan 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 192 | 23 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 172 | 21 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 166 | 20 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 156 | 19 | 0.0% | 0.0% | 195 | -19 | -10.86% | Q4 2025 | Feb 03, 2026 |
| Larson Financial Group LLC | History | New | 148 | 18 | 0.0% | — | 196 | +148 | New | Q4 2025 | Feb 06, 2026 |
| Capital Investment Counsel, Inc | History | New | 144 | 17 | 0.0% | — | 197 | +144 | New | Q4 2025 | Jan 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 137 | 16 | 0.01% | — | 200 | +137 | New | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | No change | 136 | 16 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 130 | 16 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 126 | 15 | 0.0% | — | 201 | +126 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 100 | 12 | 0.0% | — | 202 | +100 | New | Q4 2025 | Feb 12, 2026 |
| Capital Analysts, LLC | History | New | 83 | 10 | 0.0% | — | 204 | +83 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 85 | 10 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 77 | 9 | 0.0% | — | 205 | +77 | New | Q4 2025 | Feb 13, 2026 |
| BAYBAN | History | New | 75 | 9 | 0.01% | — | 206 | +75 | New | Q4 2025 | Mar 05, 2026 |
| Wilkerson Advisory Group LLC | History | New | 56 | 6 | 0.0% | — | 208 | +56 | New | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 6 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 40 | 4 | 0.0% | 0.0% | 209 | -3 | -6.98% | Q4 2025 | Feb 17, 2026 |
| Bank of Jackson Hole Trust | History | No change | 33 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | New | 28 | 3 | 0.0% | — | 211 | +28 | New | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.94% | — | -49,831 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -13,540 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.04% | — | -12,415 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,647 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,699 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,758 | -100.0% | Q3 2025 | Oct 22, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,704 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,578 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,658 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,106 | -100.0% | Q3 2025 | Oct 20, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -238 | -100.0% | Q3 2025 | Oct 07, 2025 |