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JPMorgan Betabuilders Europe (BBEU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Legacy CG, LLC
DECREASED
Shares398,845 from 402,641
Change-3,796 (-1%)
Value$30.2M (-$1.1M)
Filed 2026-10-30
Greenwood Capital Associates LLC
DECREASED
Shares358,993 from 379,654
Change-20,661 (-5%)
Value$27.2M (-$2.4M)
Filed 2026-10-27
Robertson Stephens Wealth Management, LLC
DECREASED
Shares114,314 from 128,386
Change-14,072 (-11%)
Value$8.7M (-$1.3M)
Filed 2026-10-16
Curbstone Financial Management Corp
INCREASED
Shares66,240 from 64,390
Change+1,850 (+3%)
Value$5.0M (+$6.1K)
Filed 2026-10-21
Secure Asset Management, LLC
INCREASED
Shares62,332 from 58,459
Change+3,873 (+7%)
Value$4.7M (+$171.6K)
Filed 2026-10-19
Foresight Capital Management Advisors, Inc.
DECREASED
Shares45,881 from 46,336
Change-455 (-1%)
Value$3.5M (-$130.9K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares32,728 from 32,074
Change+654 (+2%)
Value$2.5K (-$2.5M)
Filed 2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED
Shares31,678 from 31,685
Change-7 (0%)
Value$2.4M (-$66.4K)
Filed 2026-10-23
Evansbrook LLC
UNCHANGED
Shares31,430 from 31,430
Change0 (0%)
Value$2.4M (-$65.4K)
Filed 2026-10-16
Nolet Wealth Management, LLC
UNCHANGED
Shares30,265 from 30,265
Change0 (0%)
Value$2.3M (-$63.0K)
Filed 2026-10-15
AFG Fiduciary Services Limited Partnership
DECREASED
Shares20,287 from 21,249
Change-962 (-5%)
Value$1.5M (-$141.8K)
Filed 2026-10-21
Perigon Wealth Management, LLC
DECREASED
Shares19,852 from 21,875
Change-2,023 (-9%)
Value$1.5M (-$198.6K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares18,894 from 18,675
Change+219 (+1%)
Value$1.4M (-$22.3K)
Filed 2026-11-05
MN Wealth Advisors, LLC
DECREASED
Shares18,706 from 19,096
Change-390 (-2%)
Value$1.4M (-$69.3K)
Filed 2026-10-23
Kelly Financial Group LLC
DECREASED
Shares18,442 from 19,907
Change-1,465 (-7%)
Value$1.4M (-$152.3K)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares15,429 from 17,219
Change-1,790 (-10%)
Value$1.2M (-$171.3K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares13,554 from 13,035
Change+519 (+4%)
Value$1.0M (+$12.1K)
Filed 2026-10-21
Certuity, LLC
INCREASED
Shares13,327 from 12,658
Change+669 (+5%)
Value$1.0M (+$24.3K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares13,300 from 12,565
Change+735 (+6%)
Value$1.0M (+$29.5K)
Filed 2026-11-02
Choreo, LLC
INCREASED
Shares13,168 from 12,260
Change+908 (+7%)
Value$996.7K (+$43.2K)
Filed 2026-10-28
Breakwater Investment Management
DECREASED
Shares12,083 from 17,600
Change-5,517 (-31%)
Value$914.6K (-$454.2K)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares11,792 from 11,422
Change+370 (+3%)
Value$892.5K (+$4.2K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares11,522 from 11,537
Change-15 (0%)
Value$872.1K (-$25.2K)
Filed 2026-10-20
Yoffe Investment Management, LLC
UNCHANGED
Shares10,642 from 10,642
Change0 (0%)
Value$805.5K (-$22.1K)
Filed 2026-11-02
Mechanics Bank Trust Department
UNCHANGED
Shares8,549 from 8,549
Change0 (0%)
Value$647.1K (-$17.8K)
Filed 2026-10-13
Lake Street Private Wealth, LLC
UNCHANGED
Shares7,980 from 7,980
Change0 (0%)
Value$604.0K (-$16.6K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
INCREASED
Shares7,725 from 5,926
Change+1,799 (+30%)
Value$584.7K (+$123.8K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares7,350 from 6,981
Change+369 (+5%)
Value$556.3K (+$13.4K)
Filed 2026-11-02
Evergreen Capital Management LLC
UNCHANGED
Shares7,020 from 7,020
Change0 (0%)
Value$531.3K (-$14.6K)
Filed 2026-10-23
StoneX Group Inc.
NEW
Shares6,183
Change+6,183
Value$486.2K
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares6,179 from 4,320
Change+1,859 (+43%)
Value$468 (-$335.5K)
Filed 2026-10-26
Redwood Park Advisors LLC
NEW
Shares5,150
Change+5,150
Value$389.8K
Filed 2026-11-02
Krilogy Financial LLC
INCREASED
Shares4,798 from 2,928
Change+1,870 (+64%)
Value$358.4K (+$130.7K)
Filed 2026-10-13
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares4,500
Change+4,500
Value$341
Filed 2026-11-02
Morton Capital Management LLC
INCREASED
Shares4,438 from 4,287
Change+151 (+4%)
Value$335.9K (+$2.5K)
Filed 2026-10-23
Trust Co of Toledo NA
UNCHANGED
Shares4,358 from 4,358
Change0 (0%)
Value$329.9K (-$9.1K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
DECREASED
Shares3,970 from 4,267
Change-297 (-7%)
Value$297.8K (-$34.0K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares3,518 from 3,460
Change+58 (+2%)
Value$266.3K (-$2.8K)
Filed 2026-11-02
Hardin Capital Partners, LLC
NEW
Shares3,515
Change+3,515
Value$266.1K
Filed 2026-10-09
Concurrent Investment Advisors, LLC
NEW
Shares3,488
Change+3,488
Value$264.0K
Filed 2026-10-16
Beacon Advisors Holdings, LLC
DECREASED
Shares3,455 from 3,656
Change-201 (-5%)
Value$261.5K (-$22.8K)
Filed 2026-10-27
Angeles Wealth Management, LLC
UNCHANGED
Shares3,308 from 3,308
Change0 (0%)
Value$250.4K (-$6.9K)
Filed 2026-10-26
Summit Financial Wealth Advisors, LLC
UNCHANGED
Shares3,289 from 3,289
Change0 (0%)
Value$248.9K (-$6.8K)
Filed 2026-10-15
True North Advisors, LLC
NEW
Shares3,166
Change+3,166
Value$239.6K
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares2,958 from 2,969
Change-11 (0%)
Value$223.9K (-$7.0K)
Filed 2026-10-30
Canvas Wealth Advisors, LLC
UNCHANGED
Shares2,730 from 2,730
Change0 (0%)
Value$209.6K (-$2.7K)
Filed 2026-11-02
Eastern Bank
UNCHANGED
Shares2,350 from 2,350
Change0 (0%)
Value$177.9K (-$4.9K)
Filed 2026-10-05
Farther Finance Advisors, LLC
INCREASED
Shares2,341 from 2,289
Change+52 (+2%)
Value$177.2K (-$775)
Filed 2026-10-08
Mather Group, Llc.
INCREASED
Shares2,226 from 200
Change+2,026 (+1013%)
Value$168.5K (+$152.9K)
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$137.2K (-$3.8K)
Filed 2026-11-02
CX Institutional
NEW
Shares1,748
Change+1,748
Value$132
Filed 2026-10-02
Private Trust Co NA
UNCHANGED
Shares1,160 from 1,160
Change0 (0%)
Value$87.8K (-$2.4K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,140 from 1,140
Change0 (0%)
Value$86.3K (-$2.4K)
Filed 2026-10-09
Team Financial Group, LLC
NEW
Shares1,134
Change+1,134
Value$85.8K
Filed 2026-10-30
Creative Financial Designs Inc
INCREASED
Shares1,083 from 1,013
Change+70 (+7%)
Value$82.0K (+$3.2K)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares916 from 916
Change0 (0%)
Value$69.3K (-$1.9K)
Filed 2026-10-30
Arlington Trust Co LLC
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$54.5K (-$1.5K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares489
Change+489
Value$37.0K
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares476 from 476
Change0 (0%)
Value$36.0K (-$990)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares472 from 413
Change+59 (+14%)
Value$35.7K (+$3.6K)
Filed 2026-10-21
Bokf, NA
DECREASED
Shares469 from 534
Change-65 (-12%)
Value$35.5K (-$6.0K)
Filed 2026-10-27
Compass Financial Management LLC
UNCHANGED
Shares417 from 417
Change0 (0%)
Value$31.6K (-$867)
Filed 2026-10-30
Private Wealth Management Group, LLC
INCREASED
Shares378 from 247
Change+131 (+53%)
Value$28.6K (+$9.4K)
Filed 2026-10-19
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$26.9K (-$1.2K)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$27.1K (-$745)
Filed 2026-10-08
Kingdom Financial Group Llc.
INCREASED
Shares309 from 144
Change+165 (+115%)
Value$23.4K (+$12.2K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
NEW
Shares304
Change+304
Value$23.0K
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares255 from 254
Change+1 (+0%)
Value$19.3K (-$459)
Filed 2026-10-19
Signaturefd, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$16.0K (-$441)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares145 from 113
Change+32 (+28%)
Value$11.0K (+$2.2K)
Filed 2026-10-16
Asset Dedication, LLC
NEW
Shares126
Change+126
Value$9.5K
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$8.9K (-$243)
Filed 2026-10-15
TD Waterhouse Canada Inc.
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$7.8K (-$331)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$7.8K (-$215)
Filed 2026-11-05
Harbor Investment Advisory, LLC
NEW
Shares87
Change+87
Value$6.6K
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares85
Change+85
Value$6.4K
Filed 2026-10-21
Silver Grove Financial Group, Inc.
NEW
Shares81
Change+81
Value$6.1K
Filed 2026-11-05
Strengthening Families & Communities, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.5K (-$68)
Filed 2026-10-21
Oakworth Capital, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.0K (-$34)
Filed 2026-10-26
Princeton Global Asset Management LLC
NEW
Shares16
Change+16
Value$1.2K
Filed 2026-10-21
Affinity Wealth LLC
NEW
Shares16
Change+16
Value$1.2K
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$984 (-$27)
Filed 2026-11-04
Livelsberger Financial Advisory
NEW
Shares12
Change+12
Value$908
Filed 2026-10-28
CoreCap Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$908 (-$25)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$454 (-$13)
Filed 2026-11-04
Inscription Capital, LLC
CLOSED
Shares0 from 6,819
Change-6,819 (-100%)
Value$0 (-$530.3K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,595
Change-1,595 (-100%)
Value$0 (-$124.0K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,532
Change-1,532 (-100%)
Value$0 (-$117.9K)
Filed 2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 833
Change-833 (-100%)
Value$0 (-$64.8K)
Filed 2026-10-29
Cullen T Bankers, Inc.
CLOSED
Shares0 from 151
Change-151 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-28
Lanark Financial, Inc.
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-26
JPMorgan Chase & Co
N/A
Shares— from 88,126,715
Change-88,126,715 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 1,050,129
Change-1,050,129 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 445,806
Change-445,806 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 376,103
Change-376,103 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 359,839
Change-359,839 (-100%)
Value—
UBS Group AG
N/A
Shares— from 315,727
Change-315,727 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 232,476
Change-232,476 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 202,969
Change-202,969 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 132,952
Change-132,952 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 123,735
Change-123,735 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 119,430
Change-119,430 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 115,943
Change-115,943 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 64,582
Change-64,582 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 60,151
Change-60,151 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 58,639
Change-58,639 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 54,694
Change-54,694 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 51,297
Change-51,297 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 40,422
Change-40,422 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 32,788
Change-32,788 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 31,213
Change-31,213 (-100%)
Value—
FMR LLC
N/A
Shares— from 29,213
Change-29,213 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 27,469
Change-27,469 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 25,824
Change-25,824 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 25,485
Change-25,485 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 23,708
Change-23,708 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 23,027
Change-23,027 (-100%)
Value—
Blair William & Co
N/A
Shares— from 22,022
Change-22,022 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 21,429
Change-21,429 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 20,586
Change-20,586 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 20,349
Change-20,349 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 17,152
Change-17,152 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,450
Change-16,450 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,934
Change-10,934 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,776
Change-10,776 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,503
Change-10,503 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 10,381
Change-10,381 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 10,214
Change-10,214 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,161
Change-10,161 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,062
Change-10,062 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 9,054
Change-9,054 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,502
Change-8,502 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 7,249
Change-7,249 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 7,185
Change-7,185 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 7,123
Change-7,123 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,923
Change-6,923 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 6,679
Change-6,679 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,426
Change-6,426 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 6,311
Change-6,311 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 6,235
Change-6,235 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,958
Change-5,958 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,746
Change-5,746 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,887
Change-4,887 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 4,477
Change-4,477 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 4,396
Change-4,396 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 4,367
Change-4,367 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 4,254
Change-4,254 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,130
Change-4,130 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,058
Change-4,058 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,812
Change-3,812 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,767
Change-3,767 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,637
Change-3,637 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 3,523
Change-3,523 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,038
Change-3,038 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,988
Change-2,988 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,930
Change-2,930 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,896
Change-2,896 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,884
Change-2,884 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,817
Change-2,817 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 2,663
Change-2,663 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 882
Change-882 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 784
Change-784 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 675
Change-675 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 630
Change-630 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 621
Change-621 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 617
Change-617 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 570
Change-570 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 338
Change-338 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 331
Change-331 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 323
Change-323 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 301
Change-301 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 278
Change-278 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 251
Change-251 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 250
Change-250 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 134
Change-134 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 98
Change-98 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 80
Change-80 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 49
Change-49 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Legacy CG, LLC
DECREASED398,845402,641-3,796-1%$31.3M$30.2M-$1.1M2026-10-30
Greenwood Capital Associates LLC
DECREASED358,993379,654-20,661-5%$29.5M$27.2M-$2.4M2026-10-27
Robertson Stephens Wealth Management, LLC
DECREASED114,314128,386-14,072-11%$10.0M$8.7M-$1.3M2026-10-16
Curbstone Financial Management Corp
INCREASED66,24064,390+1,850+3%$5.0M$5.0M+$6.1K2026-10-21
Secure Asset Management, LLC
INCREASED62,33258,459+3,873+7%$4.5M$4.7M+$171.6K2026-10-19
Foresight Capital Management Advisors, Inc.
DECREASED45,88146,336-455-1%$3.6M$3.5M-$130.9K2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED32,72832,074+654+2%$2.5M$2.5K-$2.5M2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED31,67831,685-70%$2.5M$2.4M-$66.4K2026-10-23
Evansbrook LLC
UNCHANGED31,43031,43000%$2.4M$2.4M-$65.4K2026-10-16
Nolet Wealth Management, LLC
UNCHANGED30,26530,26500%$2.4M$2.3M-$63.0K2026-10-15
AFG Fiduciary Services Limited Partnership
DECREASED20,28721,249-962-5%$1.7M$1.5M-$141.8K2026-10-21
Perigon Wealth Management, LLC
DECREASED19,85221,875-2,023-9%$1.7M$1.5M-$198.6K2026-10-22
US Bancorp \de\
INCREASED18,89418,675+219+1%$1.5M$1.4M-$22.3K2026-11-05
MN Wealth Advisors, LLC
DECREASED18,70619,096-390-2%$1.5M$1.4M-$69.3K2026-10-23
Kelly Financial Group LLC
DECREASED18,44219,907-1,465-7%$1.5M$1.4M-$152.3K2026-10-16
Fifth Third Bancorp
DECREASED15,42917,219-1,790-10%$1.3M$1.2M-$171.3K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED13,55413,035+519+4%$1.0M$1.0M+$12.1K2026-10-21
Certuity, LLC
INCREASED13,32712,658+669+5%$984.4K$1.0M+$24.3K2026-11-02
Creative Planning
INCREASED13,30012,565+735+6%$977.2K$1.0M+$29.5K2026-11-02
Choreo, LLC
INCREASED13,16812,260+908+7%$953.5K$996.7K+$43.2K2026-10-28
Breakwater Investment Management
DECREASED12,08317,600-5,517-31%$1.4M$914.6K-$454.2K2026-10-20
Vise Technologies, Inc.
INCREASED11,79211,422+370+3%$888.3K$892.5K+$4.2K2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED11,52211,537-150%$897.3K$872.1K-$25.2K2026-10-20
Yoffe Investment Management, LLC
UNCHANGED10,64210,64200%$827.7K$805.5K-$22.1K2026-11-02
Mechanics Bank Trust Department
UNCHANGED8,5498,54900%$664.9K$647.1K-$17.8K2026-10-13
Lake Street Private Wealth, LLC
UNCHANGED7,9807,98000%$620.6K$604.0K-$16.6K2026-10-22
Kestra Private Wealth Services, LLC
INCREASED7,7255,926+1,799+30%$460.9K$584.7K+$123.8K2026-10-30
Kestra Advisory Services, LLC
INCREASED7,3506,981+369+5%$542.9K$556.3K+$13.4K2026-11-02
Evergreen Capital Management LLC
UNCHANGED7,0207,02000%$545.9K$531.3K-$14.6K2026-10-23
StoneX Group Inc.
NEW6,183—+6,183——$486.2K—2026-11-03
Park Avenue Securities LLC
INCREASED6,1794,320+1,859+43%$336.0K$468-$335.5K2026-10-26
Redwood Park Advisors LLC
NEW5,150—+5,150——$389.8K—2026-11-02
Krilogy Financial LLC
INCREASED4,7982,928+1,870+64%$227.7K$358.4K+$130.7K2026-10-13
Harel Insurance Investments & Financial Services Ltd.
NEW4,500—+4,500——$341—2026-11-02
Morton Capital Management LLC
INCREASED4,4384,287+151+4%$333.4K$335.9K+$2.5K2026-10-23
Trust Co of Toledo NA
UNCHANGED4,3584,35800%$338.9K$329.9K-$9.1K2026-10-16
FSM Wealth Advisors, LLC
DECREASED3,9704,267-297-7%$331.8K$297.8K-$34.0K2026-10-27
Commonwealth Equity Services, LLC
INCREASED3,5183,460+58+2%$269.1K$266.3K-$2.8K2026-11-02
Hardin Capital Partners, LLC
NEW3,515—+3,515——$266.1K—2026-10-09
Concurrent Investment Advisors, LLC
NEW3,488—+3,488——$264.0K—2026-10-16
Beacon Advisors Holdings, LLC
DECREASED3,4553,656-201-5%$284.4K$261.5K-$22.8K2026-10-27
Angeles Wealth Management, LLC
UNCHANGED3,3083,30800%$257.3K$250.4K-$6.9K2026-10-26
Summit Financial Wealth Advisors, LLC
UNCHANGED3,2893,28900%$255.8K$248.9K-$6.8K2026-10-15
True North Advisors, LLC
NEW3,166—+3,166——$239.6K—2026-10-22
Truist Financial Corp
DECREASED2,9582,969-110%$230.9K$223.9K-$7.0K2026-10-30
Canvas Wealth Advisors, LLC
UNCHANGED2,7302,73000%$212.3K$209.6K-$2.7K2026-11-02
Eastern Bank
UNCHANGED2,3502,35000%$182.8K$177.9K-$4.9K2026-10-05
Farther Finance Advisors, LLC
INCREASED2,3412,289+52+2%$178.0K$177.2K-$7752026-10-08
Mather Group, Llc.
INCREASED2,226200+2,026+1013%$15.6K$168.5K+$152.9K2026-10-14
Golden State Wealth Management, LLC
UNCHANGED1,8121,81200%$140.9K$137.2K-$3.8K2026-11-02
CX Institutional
NEW1,748—+1,748——$132—2026-10-02
Private Trust Co NA
UNCHANGED1,1601,16000%$90.2K$87.8K-$2.4K2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED1,1401,14000%$88.7K$86.3K-$2.4K2026-10-09
Team Financial Group, LLC
NEW1,134—+1,134——$85.8K—2026-10-30
Creative Financial Designs Inc
INCREASED1,0831,013+70+7%$78.8K$82.0K+$3.2K2026-11-04
Spire Wealth Management
UNCHANGED91691600%$71.2K$69.3K-$1.9K2026-10-30
Arlington Trust Co LLC
UNCHANGED72072000%$56.0K$54.5K-$1.5K2026-10-20
Provenance Wealth Advisors, LLC
NEW489—+489——$37.0K—2026-10-30
Beacon Investment Advisory Services, Inc.
UNCHANGED47647600%$37.0K$36.0K-$9902026-10-13
Assetmark, Inc
INCREASED472413+59+14%$32.1K$35.7K+$3.6K2026-10-21
Bokf, NA
DECREASED469534-65-12%$41.5K$35.5K-$6.0K2026-10-27
Compass Financial Management LLC
UNCHANGED41741700%$32.4K$31.6K-$8672026-10-30
Private Wealth Management Group, LLC
INCREASED378247+131+53%$19.2K$28.6K+$9.4K2026-10-19
Allspring Global Investments Holdings, LLC
UNCHANGED35835800%$28.1K$26.9K-$1.2K2026-11-04
Gamma Investing LLC
UNCHANGED35835800%$27.8K$27.1K-$7452026-10-08
Kingdom Financial Group Llc.
INCREASED309144+165+115%$11.2K$23.4K+$12.2K2026-11-04
Plante Moran Financial Advisors, LLC
NEW304—+304——$23.0K—2026-11-04
Ares Financial Consulting, LLC
INCREASED255254+1+0%$19.8K$19.3K-$4592026-10-19
Signaturefd, LLC
UNCHANGED21221200%$16.5K$16.0K-$4412026-10-23
IFP Advisors, Inc
INCREASED145113+32+28%$8.8K$11.0K+$2.2K2026-10-16
Asset Dedication, LLC
NEW126—+126——$9.5K—2026-11-03
Nfsg Corp
UNCHANGED11711700%$9.1K$8.9K-$2432026-10-15
TD Waterhouse Canada Inc.
UNCHANGED10510500%$8.2K$7.8K-$3312026-10-16
Archer Investment Corp
UNCHANGED10310300%$8.0K$7.8K-$2152026-11-05
Harbor Investment Advisory, LLC
NEW87—+87——$6.6K—2026-10-13
Root Financial Partners, LLC
NEW85—+85——$6.4K—2026-10-21
Silver Grove Financial Group, Inc.
NEW81—+81——$6.1K—2026-11-05
Strengthening Families & Communities, LLC
UNCHANGED333300%$2.5K$2.5K-$682026-10-21
Oakworth Capital, Inc.
UNCHANGED272700%$2.1K$2.0K-$342026-10-26
Princeton Global Asset Management LLC
NEW16—+16——$1.2K—2026-10-21
Affinity Wealth LLC
NEW16—+16——$1.2K—2026-11-03
Eukles Asset Management
UNCHANGED131300%$1.0K$984-$272026-11-04
Livelsberger Financial Advisory
NEW12—+12——$908—2026-10-28
CoreCap Advisors, LLC
UNCHANGED121200%$933$908-$252026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED6600%$467$454-$132026-11-04
Inscription Capital, LLC
CLOSED06,819-6,819-100%$530.3K$0-$530.3K2026-11-02
AdvisorNet Financial, Inc
CLOSED01,595-1,595-100%$124.0K$0-$124.0K2026-10-15
International Assets Investment Management, LLC
CLOSED01,532-1,532-100%$117.9K$0-$117.9K2026-11-02
Spectrum Wealth Advisory Group, LLC
CLOSED0833-833-100%$64.8K$0-$64.8K2026-10-29
Cullen T Bankers, Inc.
CLOSED0151-151-100%$11.7K$0-$11.7K2026-10-28
Lanark Financial, Inc.
CLOSED0140-140-100%$10.9K$0-$10.9K2026-10-26
JPMorgan Chase & Co
N/A—88,126,715-88,126,715-100%$6.8B———
Elm Partners Management LLC
N/A—1,050,129-1,050,129-100%$81.7M———
Morgan Stanley
N/A—445,806-445,806-100%$34.7M———
Permanens Capital L.P.
N/A—376,103-376,103-100%$29.2M———
Bank of America Corp
N/A—359,839-359,839-100%$28.0M———
UBS Group AG
N/A—315,727-315,727-100%$24.6M———
LPL Financial LLC
N/A—232,476-232,476-100%$18.1M———
Susquehanna International Group, LLP
N/A—202,969-202,969-100%$15.8M———
Citadel Advisors LLC
N/A—132,952-132,952-100%$10.3M———
Northern Trust Corp
N/A—123,735-123,735-100%$9.6M———
1 North Wealth Services LLC
N/A—119,430-119,430-100%$9.3M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—115,943-115,943-100%$9.0M———
Medallion Wealth Advisors, LLC
N/A—64,582-64,582-100%$3.0M———
MML Investors Services, LLC
N/A—60,151-60,151-100%$4.7M———
Northwestern Mutual Wealth Management Co
N/A—58,639-58,639-100%$4.6M———
Dorsey & Whitney Trust Co LLC
N/A—54,694-54,694-100%$4.3M———
Beacon Pointe Advisors, LLC
N/A—51,297-51,297-100%$4.0M———
Quantinno Capital Management LP
N/A—40,422-40,422-100%$3.1M———
Rockefeller Capital Management L.P.
N/A—32,788-32,788-100%$2.5M———
Osaic Holdings, Inc.
N/A—31,213-31,213-100%$2.4M———
FMR LLC
N/A—29,213-29,213-100%$2.3M———
Focus Partners Wealth
N/A—27,469-27,469-100%$2.1M———
Vestmark Advisory Solutions, Inc.
N/A—25,824-25,824-100%$2.0M———
Atlas Capital Advisors Inc.
N/A—25,485-25,485-100%$2.0M———
Cetera Investment Advisers
N/A—23,708-23,708-100%$1.8M———
Cresset Asset Management, LLC
N/A—23,027-23,027-100%$1.8M———
Blair William & Co
N/A—22,022-22,022-100%$1.7M———
Pgim Custom Harvest LLC
N/A—21,429-21,429-100%$1.7M———
UBS Asset Management Americas LLC
N/A—20,586-20,586-100%$1.6M———
Envestnet Asset Management Inc
N/A—20,349-20,349-100%$1.6M———
Pathstone Holdings, LLC
N/A—17,152-17,152-100%$1.3M———
Raymond James Financial Inc
N/A—16,450-16,450-100%$1.3M———
NewEdge Advisors, LLC
N/A—13,723-13,723-100%$1.1M———
HighTower Advisors, LLC
N/A—10,934-10,934-100%$850.3K———
Steward Partners Investment Advisory, LLC
N/A—10,776-10,776-100%$838.1K———
Brown Advisory Inc
N/A—10,503-10,503-100%$816.8K———
Wells Fargo & Company
N/A—10,381-10,381-100%$807.3K———
BlackRock, Inc.
N/A—10,214-10,214-100%$794.3K———
Private Advisor Group, LLC
N/A—10,161-10,161-100%$790.2K———
Cerity Partners LLC
N/A—10,062-10,062-100%$782.5K———
Clark Capital Management Group, Inc.
N/A—9,054-9,054-100%$704.1K———
Caprock Group, LLC
N/A—8,502-8,502-100%$661.2K———
Crewe Advisors LLC
N/A—7,249-7,249-100%$563.8K———
Captrust Financial Advisors
N/A—7,185-7,185-100%$558.8K———
W1m Asset Management Ltd
N/A—7,123-7,123-100%$553.5K———
Royal Bank of Canada
N/A—6,923-6,923-100%$538.0K———
Cedarwood Wealth LLC
N/A—6,679-6,679-100%$519.4K———
Stephens Inc
N/A—6,512-6,512-100%$506.4K———
Ameriprise Financial Inc
N/A—6,426-6,426-100%$499.8K———
Icon Wealth Advisors, LLC
N/A—6,311-6,311-100%$490.8K———
Bank of Nova Scotia
N/A—6,235-6,235-100%$484.9K———
Mercer Global Advisors Inc
N/A—5,958-5,958-100%$463.3K———
Orion Porfolio Solutions, LLC
N/A—5,746-5,746-100%$446.9K———
Summitry LLC
N/A—5,698-5,698-100%$443.1K———
Arkadios Wealth Advisors
N/A—4,887-4,887-100%$380.1K———
Vanguard National Trust Co
N/A—4,566-4,566-100%$355.1K———
Evernest Financial Advisors, LLC
N/A—4,477-4,477-100%$348.2K———
Mariner, LLC
N/A—4,396-4,396-100%$341.9K———
Natural Investments, LLC
N/A—4,367-4,367-100%$339.0K———
Diversified Trust Co
N/A—4,254-4,254-100%$330.8K———
Ballentine Partners, LLC
N/A—4,130-4,130-100%$321.2K———
EP Wealth Advisors, LLC
N/A—4,058-4,058-100%$315.6K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—4,053-4,053-100%$315.2K———
Dimension Capital Management LLC
N/A—4,040-4,040-100%$314.2K———
Alliancebernstein L.P.
N/A—3,896-3,896-100%$282.1K———
AlTi Global, Inc.
N/A—3,812-3,812-100%$296.4K———
O'shaughnessy Asset Management, LLC
N/A—3,767-3,767-100%$293.0K———
Janney Montgomery Scott LLC
N/A—3,637-3,637-100%$283.0K———
Ironwood Investment Counsel, LLC
N/A—3,523-3,523-100%$274.0K———
Gotham Asset Management, LLC
N/A—3,256-3,256-100%$253.2K———
Integrated Wealth Concepts LLC
N/A—3,038-3,038-100%$236.2K———
Indie Asset Partners, LLC
N/A—3,000-3,000-100%$233.3K———
IEQ Capital, LLC
N/A—2,988-2,988-100%$232.3K———
Walter & Keenan Wealth Management LLC
N/A—2,930-2,930-100%$227.9K———
United Capital Financial Advisors, LLC
N/A—2,896-2,896-100%$224.6K———
CIBC Bancorp USA Inc.
N/A—2,884-2,884-100%$256.6K———
Wealthspire Advisors, LLC
N/A—2,840-2,840-100%$220.9K———
PNC Financial Services Group, Inc.
N/A—2,817-2,817-100%$219.1K———
Gateway Wealth Partners, LLC
N/A—2,663-2,663-100%$207.1K———
Eaton Financial Holdings Company, LLC
N/A—2,652-2,652-100%$206.2K———
Brown Brothers Harriman & Co
N/A—1,720-1,720-100%$133.8K———
Waverly Advisors, LLC
N/A—1,681-1,681-100%$130.7K———
Whittier Trust Co
N/A—1,574-1,574-100%$124.0K———
Bank of Montreal
N/A—1,026-1,026-100%$79.8K———
Rothschild Investment LLC
N/A—882-882-100%$68.6K———
Quent Capital, LLC
N/A—784-784-100%$61.0K———
Vanguard Advisers Inc
N/A—675-675-100%$52.5K———
Russell Investments Group, Ltd.
N/A—630-630-100%$49.0K———
Qube Research & Technologies Ltd
N/A—621-621-100%$48.3K———
Franklin Resources Inc
N/A—617-617-100%$48.0K———
BFC Planning, Inc.
N/A—570-570-100%$44.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—570-570-100%$44.3K———
AE Wealth Management LLC
N/A—550-550-100%$42.8K———
ESL Trust Services, LLC
N/A—527-527-100%$41.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—492-492-100%$38.2K———
Jones Financial Companies Lllp
N/A—338-338-100%$25.8K———
Huntington National Bank
N/A—331-331-100%$25.7K———
Harbour Investments, Inc.
N/A—323-323-100%$25.1K———
Atlantic Union Bankshares Corp
N/A—301-301-100%$23.4K———
Bessemer Group Inc
N/A—278-278-100%$22———
Global Retirement Partners, LLC
N/A—269-269-100%$21.0K———
Arax Advisory Partners
N/A—251-251-100%$19.5K———
Ancora Advisors LLCA
N/A—250-250-100%$19.4K———
Clearstead Advisors, LLC
N/A—161-161-100%$12.5K———
Hantz Financial Services, Inc.
N/A—154-154-100%$12.0K———
Hamrick Investment Counsel, llc
N/A—134-134-100%$10.4K———
Smartleaf Asset Management LLC
N/A—98-98-100%$7.6K———
Delos Wealth Advisors, LLC
N/A—88-88-100%$6.8K———
SouthState Bank Corp
N/A—80-80-100%$6.2K———
Chesapeake Asset Management LLC
N/A—61-61-100%$4.7K———
Morris Financial Concepts, Inc.
N/A—49-49-100%$3.8K———
Fortis Group Advisors, LLC
N/A—44-44-100%$3.4K———
Horizon Investments, LLC
N/A—44-44-100%$3.4K———
Aventura Private Wealth, LLC
N/A—43-43-100%$3.3K———
Continuum Advisory, LLC
N/A—29-29-100%$2.3K———
Glen Eagle Advisors, LLC
N/A—27-27-100%$2.1K———
Mcguire Capital Advisors Inc
N/A—14-14-100%$1.1K———
Operose Advisors LLC
N/A—10-10-100%$778———
Bartlett & Co. Wealth Management LLC
N/A—1-1-100%$78———
Showing 210 of 210 institutions