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 | No change | 6,595,410 | 880,751 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 3,897,424 | 525,061 | 0.12% | 0.12% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 3,655,413 | 492,457 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,594,171 | 484,207 | 0.94% | 0.94% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Norinchukin Bank, The | History | No change | 2,459,000 | 331,276 | 3.22% | 3.22% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,277,383 | 306,809 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,796,203 | 241,984 | 2.27% | 2.27% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 1,275,000 | 171,768 | 1.12% | 1.12% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 662,346 | 89,231 | 3.83% | 3.83% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Group Ltd | History | Added to | 641,322 | 89,150 | 16.51% | 16.2% | 10 | +12,805 | 2.04% | Q3 2026 | Oct 07, 2026 |
| ASSETMARK, INC | History | No change | 627,996 | 84,603 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 614,521 | 82,788 | 0.54% | 0.54% | 12 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 592,222 | 79,784 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 575,763 | 77,567 | 0.18% | 0.18% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 575,463 | 77,526 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | No change | 525,852 | 70,842 | 15.74% | 15.74% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 475,747 | 64,092 | 1.01% | 1.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 461,335 | 62,158 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 425,161 | 57,277 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tradition Wealth Management, LLC | History | No change | 414,000 | 55,774 | 3.41% | 3.41% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MN Wealth Advisors, LLC | History | No change | 290,843 | 39,182 | 16.68% | 16.68% | 21 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 291,360 | 39,171 | 0.24% | 0.24% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 259,074 | 34,902 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 251,982 | 33,946 | 0.84% | 0.84% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 233,818 | 31,500 | 0.2% | 0.2% | 25 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 202,739 | 27,312 | 4.87% | 4.87% | 26 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 182,314 | 24,558 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 178,000 | 23,980 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gradient Investments LLC | History | No change | 148,653 | 20,026 | 0.28% | 0.28% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Allianz Asset Management GmbH | History | No change | 141,100 | 19,008 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| 5T Wealth, LLC | History | No change | 132,571 | 17,860 | 6.65% | 6.65% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hopwood Nicholas Hunter | History | No change | 130,148 | 17,533 | 4.81% | 4.81% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 121,695 | 16,394 | 0.57% | 0.57% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bravias Capital Group, LLC | History | No change | 114,823 | 15,468 | 9.18% | 9.18% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 114,080 | 15,368 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 110,161 | 14,532 | 1.47% | 1.47% | 36 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 105,559 | 14,220 | 1.66% | 1.66% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CreativeOne Wealth, LLC | History | No change | 104,930 | 14,136 | 0.31% | 0.31% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 104,759 | 14,113 | 0.1% | 0.1% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 104,335 | 14,056 | 2.38% | 2.38% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascent Group, LLC | History | No change | 97,518 | 13,137 | 0.39% | 0.39% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 89,038 | 11,996 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 77,742 | 10,473 | 1.63% | 1.63% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Private Advisor Group, LLC | History | No change | 74,410 | 10,024 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 72,203 | 9,933 | 1.78% | 1.75% | 45 | +2,353 | 3.37% | Q3 2026 | Oct 05, 2026 |
| Equitable Holdings, Inc. | History | No change | 70,693 | 9,523 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 67,977 | 9,154 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Elevation Wealth Management LLC | History | No change | 63,807 | 8,596 | 6.42% | 6.42% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 60,344 | 8,302 | 0.22% | 0.24% | 49 | -7,851 | -11.51% | Q3 2026 | Oct 05, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 59,586 | 8,027 | 6.03% | 6.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 58,425 | 7,871 | 0.72% | 0.72% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wayfinding Financial, LLC | History | No change | 52,784 | 7,111 | 2.69% | 2.69% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 50,929 | 6,861 | 0.78% | 0.78% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 47,005 | 6,332 | 1.19% | 1.19% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 46,034 | 6,201 | 0.11% | 0.11% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MGO ONE SEVEN LLC | History | No change | 40,969 | 5,519 | 0.09% | 0.09% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Edge Advisors, LLC | History | No change | 39,600 | 5,334 | 0.49% | 0.49% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, LLC | History | No change | 38,218 | 5,219 | 0.31% | 0.31% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 36,151 | 4,870 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | No change | 35,811 | 4,824 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 34,928 | 4,705 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fingerlakes Wealth Management, Inc. | History | No change | 33,379 | 4,496 | 2.42% | 2.42% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 31,725 | 4,274 | 6.53% | 6.53% | 63 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Vise Technologies, Inc. | History | No change | 31,098 | 4,189 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 30,254 | 4,075 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Archer Investment Management, LLC | History | No change | 29,765 | 4,009 | 1.37% | 1.37% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 29,756 | 4,008 | 0.76% | 0.76% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 29,319 | 3,949 | 0.18% | 0.18% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 27,088 | 3,649 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 26,533 | 3,574 | 0.23% | 0.23% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 25,412 | 3,423 | 0.69% | 0.69% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 24,832 | 3,345 | 1.08% | 1.08% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jacobi Capital Management LLC | History | No change | 24,145 | 3,252 | 0.16% | 0.16% | 73 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merited Wealth, LLC | History | No change | 22,936 | 3,089 | 2.18% | 2.18% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 22,786 | 3,069 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 21,355 | 2,876 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 21,203 | 2,856 | 0.17% | 0.17% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GeoWealth Management, LLC | History | No change | 20,984 | 2,826 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Americana Partners, LLC | History | No change | 20,406 | 2,749 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 20,352 | 2,741 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 20,001 | 2,694 | 1.3% | 1.3% | 81 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 19,698 | 2,653 | 1.38% | 1.38% | 82 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 19,538 | 2,632 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IAG Wealth Partners, LLC | History | No change | 19,224 | 2,589 | 0.26% | 0.26% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 18,871 | 2,542 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| VestGen Advisors, LLC | History | No change | 18,676 | 2,516 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mattson Financial Services, LLC | History | No change | 15,936 | 2,157 | 0.45% | 0.45% | 87 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 15,616 | 2,103 | 0.48% | 0.48% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINTRA WEALTH, LLC | History | No change | 14,778 | 2,074 | 0.11% | 0.11% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 14,619 | 1,969 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ignite Planners, LLC | History | No change | 14,495 | 1,952 | 0.27% | 0.27% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 14,423 | 1,943 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 13,927 | 1,876 | 1.21% | 1.21% | 93 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | No change | 13,222 | 1,781 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 13,163 | 1,773 | 0.08% | 0.08% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,122 | 1,767 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keystone Wealth Services, LLC | History | No change | 12,703 | 1,711 | 0.32% | 0.32% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Archford Capital Strategies, LLC | History | No change | 12,304 | 1,657 | 0.17% | 0.17% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IHT Wealth Management, LLC | History | No change | 12,298 | 1,656 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 12,129 | 1,634 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 12,184 | 1,622 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 12,184 | 1,622 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 12,037 | 1,621 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FMR LLC | History | No change | 11,530 | 1,553 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 11,435 | 1,540 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 11,412 | 1,537 | 0.73% | 0.73% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 11,164 | 1,504 | 0.39% | 0.39% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 11,142 | 1,501 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 10,623 | 1,431 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Olde Wealth Management, LLC | History | No change | 10,104 | 1,361 | 0.39% | 0.39% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 9,952 | 1,340 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,924 | 1,336 | 0.11% | 0.11% | 112 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 9,856 | 1,327 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 9,700 | 1,306 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 9,377 | 1,263 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 9,232 | 1,243 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 8,969 | 1,208 | 0.69% | 0.69% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 8,577 | 1,155 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADIRONDACK TRUST CO | History | No change | 8,465 | 1,140 | 0.34% | 0.34% | 119 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 8,279 | 1,112 | 1.28% | 1.28% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 8,064 | 1,087 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,550 | 1,017 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,310 | 984 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 6,816 | 937 | 0.22% | 0.19% | 124 | +836 | 13.98% | Q3 2026 | Oct 07, 2026 |
| Plan Group Financial, LLC | History | No change | 6,599 | 889 | 0.18% | 0.18% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| World Investment Advisors | History | No change | 7,081 | 882 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAM Wealth Management, LLC | History | No change | 6,471 | 871 | 0.54% | 0.54% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 6,405 | 862 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,385 | 860 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ADVISERS INC | History | No change | 6,347 | 855 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequent Planning LLC | History | No change | 6,108 | 822 | 0.18% | 0.18% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goodman Advisory Group, LLC | History | No change | 6,099 | 821 | 0.19% | 0.19% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 5,834 | 785 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 5,642 | 760 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,368 | 723 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Semus Wealth Partners LLC | History | No change | 5,352 | 721 | 0.35% | 0.35% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascension Capital Advisors, Inc. | History | No change | 5,280 | 711 | 0.2% | 0.2% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 5,226 | 704 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 5,132 | 691 | 0.42% | 0.42% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 5,029 | 677 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paladin Wealth, LLC | History | No change | 5,025 | 676 | 0.39% | 0.39% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 4,938 | 665 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advisors Capital Management, LLC | History | No change | 4,819 | 649 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 4,713 | 634 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Csenge Advisory Group | History | No change | 4,710 | 634 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kelly Financial Services LLC | History | No change | 4,597 | 619 | 0.13% | 0.13% | 146 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,477 | 609 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Analysts, LLC | History | No change | 4,398 | 592 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PKS Advisory Services, LLC | History | No change | 4,138 | 557 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Owen LaRue, LLC | History | No change | 4,121 | 555 | 0.19% | 0.19% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brown Financial Advisors | History | No change | 4,046 | 545 | 0.19% | 0.19% | 151 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 3,566 | 480 | 0.14% | 0.14% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 3,355 | 451 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 3,250 | 437 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Brookstone Capital Management | History | No change | 3,110 | 418 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GGM Financial LLC | History | No change | 3,071 | 413 | 0.16% | 0.16% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,007 | 405 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 3,007 | 405 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TFB Advisors LLC | History | No change | 2,876 | 387 | 0.17% | 0.17% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSTAR SECURITIES, INC | History | No change | 2,872 | 386 | 0.12% | 0.12% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 2,845 | 383 | 0.13% | 0.13% | 161 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savant Capital, LLC | History | No change | 2,754 | 374 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,693 | 362 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Archer Investment Corp | History | No change | 2,691 | 362 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,666 | 359 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Betterment LLC | History | No change | 2,635 | 355 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 2,622 | 353 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 2,573 | 346 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 2,427 | 326 | 0.12% | 0.12% | 169 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 2,243 | 302 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 2,225 | 299 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Welch Group, LLC | History | No change | 2,217 | 298 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,146 | 289 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 2,151 | 289 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Herold Advisors, Inc. | History | No change | 2,000 | 269 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JB Capital LLC | History | No change | 1,981 | 266 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantinno Capital Management LP | History | No change | 1,973 | 265 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Well Done, LLC | History | No change | 1,947 | 262 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 1,943 | 261 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CPWA, LLC | History | No change | 1,932 | 260 | 0.3% | 0.3% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | No change | 1,765 | 237 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DB&C Advisors, LLC | History | No change | 1,764 | 237 | 0.26% | 0.26% | 182 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortis Advisors, LLC | History | No change | 1,748 | 235 | 0.11% | 0.11% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 1,703 | 229 | 0.14% | 0.14% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 1,691 | 227 | 0.19% | 0.19% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Frederick Financial Consultants, LLC | History | No change | 1,684 | 226 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 1,474 | 198 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,330 | 179 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,286 | 172 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackRock, Inc. | History | No change | 1,143 | 153 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Capital Management LLC | History | No change | 1,075 | 144 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 982 | 132 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 873 | 117 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LGT Financial Advisors LLC | History | No change | 850 | 114 | 0.6% | 0.6% | 194 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 787 | 106 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 690 | 92 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 681 | 91 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning Group LLC | History | No change | 607 | 81 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | No change | 525 | 70 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 361 | 48 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 289 | 38 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 285 | 38 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 260 | 35 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 192 | 25 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 190 | 25 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFSG, LLC | History | No change | 191 | 25 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Synergy Investment Management, LLC | History | No change | 181 | 24 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 166 | 22 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Vision Retirement, LLC | History | No change | 161 | 21 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 153 | 20 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Counsel, Inc | History | No change | 144 | 19 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JNBA Financial Advisors | History | No change | 136 | 18 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 137 | 18 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 131 | 17 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 124 | 16 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 114 | 15 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 109 | 14 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 100 | 13 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LifeSteps Financial, Inc. | History | No change | 102 | 13 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 98 | 13 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 85 | 11 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 85 | 11 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Group, LTD | History | No change | 83 | 11 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 46 | 6 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 51 | 6 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 6 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBH Bank | History | No change | 33 | 4 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 28 | 3 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |