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JPMorgan Betabuilders Japan (BBJP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Pennsylvania State University
UNCHANGED
Shares963,675 from 963,675
Change0 (0%)
Value$75.6M (+$3.1M)
Filed 2026-10-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares862,183 from 788,684
Change+73,499 (+9%)
Value$67.7M (+$8.3M)
Filed 2026-11-03
Southern Farm Bureau Life Insurance
UNCHANGED
Shares384,185 from 384,185
Change0 (0%)
Value$30.2K (-$29.0M)
Filed 2026-10-15
Assetmark, Inc
INCREASED
Shares368,809 from 12,797
Change+356,012 (+2782%)
Value$29.0M (+$28.0M)
Filed 2026-10-21
3Edge Asset Management, LP
INCREASED
Shares274,331 from 177,270
Change+97,061 (+55%)
Value$21.5M (+$8.2M)
Filed 2026-10-30
Birch Hill Investment Advisors LLC
INCREASED
Shares221,042 from 200,297
Change+20,745 (+10%)
Value$17.4M (+$2.3M)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares195,829 from 5,466
Change+190,363 (+3483%)
Value$15.4K (-$396.6K)
Filed 2026-11-02
Sentinel Trust Co LBA
DECREASED
Shares184,272 from 249,000
Change-64,728 (-26%)
Value$14.5M (+$14.4M)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED
Shares146,725 from 156,941
Change-10,216 (-7%)
Value$11.5M (-$301.3K)
Filed 2026-10-08
Daymark Wealth Partners, LLC
NEW
Shares117,675
Change+117,675
Value$9.2M
Filed 2026-11-04
WealthPlan Investment Management, LLC
NEW
Shares106,866
Change+106,866
Value$8.4M
Filed 2026-10-15
BigSur Wealth Management LLC
DECREASED
Shares89,925 from 96,920
Change-6,995 (-7%)
Value$7.1M (-$239.9K)
Filed 2026-10-13
Clear Harbor Asset Management, LLC
INCREASED
Shares81,188 from 80,226
Change+962 (+1%)
Value$6.4M (+$331.4K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares58,170
Change+58,170
Value$4.6M
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares54,780 from 52,305
Change+2,475 (+5%)
Value$4.3M (+$361.1K)
Filed 2026-10-14
Choreo, LLC
DECREASED
Shares51,837 from 52,078
Change-241 (0%)
Value$4.1M (+$147.2K)
Filed 2026-10-28
Fifth Third Bancorp
DECREASED
Shares48,851 from 49,641
Change-790 (-2%)
Value$3.8M (+$96.3K)
Filed 2026-11-05
Evansbrook LLC
UNCHANGED
Shares46,042 from 46,042
Change0 (0%)
Value$3.6M (+$146.9K)
Filed 2026-10-16
Acima Private Wealth, LLC
DECREASED
Shares44,648 from 44,811
Change-163 (0%)
Value$3.5M (+$130.2K)
Filed 2026-10-05
Avestar Capital, LLC
DECREASED
Shares41,204 from 43,085
Change-1,881 (-4%)
Value$3.2M (-$10.2K)
Filed 2026-10-28
Creative Planning
INCREASED
Shares35,984 from 34,814
Change+1,170 (+3%)
Value$2.8M (+$202.9K)
Filed 2026-11-02
MacKenzie Financial Corp
INCREASED
Shares35,520 from 29,810
Change+5,710 (+19%)
Value$2.8M (+$543.3K)
Filed 2026-11-02
Nolet Wealth Management, LLC
UNCHANGED
Shares35,233 from 35,233
Change0 (0%)
Value$2.8M (+$112.4K)
Filed 2026-10-15
Interchange Capital Partners, LLC
DECREASED
Shares31,256 from 31,435
Change-179 (-1%)
Value$2.5M (+$86.2K)
Filed 2026-10-28
MN Wealth Advisors, LLC
NEW
Shares27,675
Change+27,675
Value$2.2M
Filed 2026-10-23
Quartz Partners, LLC
DECREASED
Shares22,894 from 23,006
Change-112 (0%)
Value$1.8M (+$64.6K)
Filed 2026-11-03
Certuity, LLC
UNCHANGED
Shares22,433 from 22,433
Change0 (0%)
Value$1.8M (+$71.6K)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares19,991 from 25,629
Change-5,638 (-22%)
Value$1.6M (-$360.8K)
Filed 2026-10-22
Greenwood Gearhart LLC
UNCHANGED
Shares19,469 from 19,469
Change0 (0%)
Value$1.5M (+$62.1K)
Filed 2026-11-02
WealthPLAN Partners, LLC
NEW
Shares19,459
Change+19,459
Value$1.5M
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares16,858 from 17,063
Change-205 (-1%)
Value$1.3M (+$38.3K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED
Shares16,586 from 20,189
Change-3,603 (-18%)
Value$1.3M (-$218.4K)
Filed 2026-10-16
Quadrant Capital Group LLC
INCREASED
Shares15,615 from 15,503
Change+112 (+1%)
Value$1.2M (+$58.1K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
NEW
Shares15,360
Change+15,360
Value$1.2M
Filed 2026-10-16
Park Avenue Securities LLC
NEW
Shares15,322
Change+15,322
Value$1.2K
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares14,048 from 13,498
Change+550 (+4%)
Value$1.1M (+$86.2K)
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares12,404 from 11,726
Change+678 (+6%)
Value$973.7K (+$90.6K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares12,181 from 11,573
Change+608 (+5%)
Value$956.2K (+$84.7K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares11,650 from 10,059
Change+1,591 (+16%)
Value$913.8K (+$146.0K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares11,491 from 8,008
Change+3,483 (+43%)
Value$902.0K (+$299.0K)
Filed 2026-10-08
Patten Group, Inc.
INCREASED
Shares10,737 from 10,631
Change+106 (+1%)
Value$842.9K (+$42.2K)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares10,459 from 9,933
Change+526 (+5%)
Value$821.0K (+$73.0K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares10,348 from 9,804
Change+544 (+6%)
Value$812.3K (+$74.0K)
Filed 2026-11-02
AlphaCentric Advisors LLC
INCREASED
Shares9,943 from 9,091
Change+852 (+9%)
Value$780.5K (+$95.9K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares9,899 from 9,896
Change+3 (+0%)
Value$777.1K (+$31.8K)
Filed 2026-10-23
Curated Wealth Partners LLC
NEW
Shares9,792
Change+9,792
Value$768.7K
Filed 2026-10-15
Unique Wealth, LLC
NEW
Shares9,053
Change+9,053
Value$710.7K
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares8,323 from 7,684
Change+639 (+8%)
Value$653.3K (+$74.7K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares7,802 from 7,130
Change+672 (+9%)
Value$612.5K (+$75.5K)
Filed 2026-11-02
Morton Capital Management LLC
UNCHANGED
Shares7,777 from 7,777
Change0 (0%)
Value$610.5K (+$24.8K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares6,947 from 3,007
Change+3,940 (+131%)
Value$545.4K (+$318.9K)
Filed 2026-10-30
FSM Wealth Advisors, LLC
DECREASED
Shares6,678 from 7,108
Change-430 (-6%)
Value$526.8K (-$8.5K)
Filed 2026-10-27
Krilogy Financial LLC
INCREASED
Shares6,632 from 5,759
Change+873 (+15%)
Value$520.2K (+$86.5K)
Filed 2026-10-13
waypoint wealth counsel
UNCHANGED
Shares6,557 from 6,557
Change0 (0%)
Value$514.7K (+$20.9K)
Filed 2026-10-22
Ascent Group, LLC
NEW
Shares6,313
Change+6,313
Value$495.6K
Filed 2026-10-30
Simon Quick Advisors, LLC
INCREASED
Shares6,174 from 5,643
Change+531 (+9%)
Value$484.7K (+$59.7K)
Filed 2026-10-26
Sowell Financial Services LLC
INCREASED
Shares5,987 from 5,888
Change+99 (+2%)
Value$470.0K (+$26.6K)
Filed 2026-10-23
Arlington Trust Co LLC
UNCHANGED
Shares5,736 from 5,736
Change0 (0%)
Value$450.3K (+$18.3K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
NEW
Shares5,713
Change+5,713
Value$448.5K
Filed 2026-10-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares5,525 from 5,525
Change0 (0%)
Value$433.7K (+$17.6K)
Filed 2026-10-15
Yoffe Investment Management, LLC
UNCHANGED
Shares5,423 from 5,423
Change0 (0%)
Value$425.7K (+$17.3K)
Filed 2026-11-02
Maia Wealth LLC
DECREASED
Shares4,707 from 6,335
Change-1,628 (-26%)
Value$369.5K (-$107.6K)
Filed 2026-10-19
Beacon Advisors Holdings, LLC
DECREASED
Shares4,559 from 4,793
Change-234 (-5%)
Value$357.9K (-$3.1K)
Filed 2026-10-27
Miller Global Investments, LLC
DECREASED
Shares4,443 from 4,444
Change-1 (0%)
Value$348.8K (+$14.1K)
Filed 2026-10-02
Balefire, LLC
NEW
Shares4,362
Change+4,362
Value$342.4K
Filed 2026-10-09
Citigroup Inc
INCREASED
Shares4,011 from 3,456
Change+555 (+16%)
Value$314.9K (+$54.6K)
Filed 2026-11-04
Lockerman Financial Group, Inc.
NEW
Shares3,984
Change+3,984
Value$312.7K
Filed 2026-10-19
Evergreen Capital Management LLC
UNCHANGED
Shares3,877 from 3,877
Change0 (0%)
Value$304.3K (+$12.4K)
Filed 2026-10-23
Lake Street Private Wealth, LLC
NEW
Shares3,868
Change+3,868
Value$303.6K
Filed 2026-10-22
Ironwood Wealth Management, Llc.
NEW
Shares3,864
Change+3,864
Value$303.3K
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares3,573 from 268
Change+3,305 (+1233%)
Value$280.5K (+$260.3K)
Filed 2026-10-16
Creative Financial Designs Inc
NEW
Shares3,428
Change+3,428
Value$269.1K
Filed 2026-11-04
Keystone Global Partners, LLC
NEW
Shares3,428
Change+3,428
Value$269.1K
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares3,402 from 3,402
Change0 (0%)
Value$267.1K (+$10.9K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares3,150 from 4,274
Change-1,124 (-26%)
Value$247.3K (-$74.6K)
Filed 2026-10-15
Augustine Asset Management Inc
DECREASED
Shares3,147 from 3,179
Change-32 (-1%)
Value$247.0K (+$7.6K)
Filed 2026-10-13
Sierra Summit Advisors LLC
UNCHANGED
Shares3,023 from 3,023
Change0 (0%)
Value$237.3K (+$9.6K)
Filed 2026-10-28
Sapient Capital LLC
NEW
Shares3,002
Change+3,002
Value$235.7K
Filed 2026-10-08
Mechanics Bank Trust Department
UNCHANGED
Shares2,985 from 2,985
Change0 (0%)
Value$234.3K (+$9.5K)
Filed 2026-10-13
Florida Trust Wealth Management Co
UNCHANGED
Shares2,896 from 2,896
Change0 (0%)
Value$227.3K (+$9.2K)
Filed 2026-11-05
Post Resch Tallon Group Inc.
NEW
Shares2,832
Change+2,832
Value$222.3K
Filed 2026-10-09
Elevation Wealth Management LLC
NEW
Shares2,814
Change+2,814
Value$220.9K
Filed 2026-11-02
Moody Lynn Lieberson & Walker, LLC
UNCHANGED
Shares2,753 from 2,753
Change0 (0%)
Value$216.1K (+$8.8K)
Filed 2026-10-14
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$212.0K (+$8.6K)
Filed 2026-10-27
Avior Wealth Management, LLC
DECREASED
Shares2,685 from 2,694
Change-9 (0%)
Value$210.8K (+$7.9K)
Filed 2026-10-13
AIA Group Ltd
UNCHANGED
Shares2,680 from 2,680
Change0 (0%)
Value$210.4K (+$8.5K)
Filed 2026-10-30
Brighton Jones LLC
NEW
Shares2,668
Change+2,668
Value$209.4K
Filed 2026-11-03
Evolution Wealth Advisors, LLC
NEW
Shares2,572
Change+2,572
Value$201.9K
Filed 2026-11-03
3Chopt Investment Partners, LLC
NEW
Shares1,831
Change+1,831
Value$143.7K
Filed 2026-10-30
SBI Securities Co., Ltd.
INCREASED
Shares1,766 from 1,127
Change+639 (+57%)
Value$138.6K (+$53.8K)
Filed 2026-10-22
Richardson Financial Services Inc.
NEW
Shares1,281
Change+1,281
Value$100.6K
Filed 2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$97.0K (+$3.9K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
NEW
Shares1,146
Change+1,146
Value$89.5K
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares1,061 from 1,061
Change0 (0%)
Value$83.3K (+$3.4K)
Filed 2026-11-05
Trust Co of Toledo NA
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$80.2K (+$3.3K)
Filed 2026-10-16
Blue Trust, Inc.
UNCHANGED
Shares1,016 from 1,016
Change0 (0%)
Value$79.8K (+$3.2K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares1,006 from 329
Change+677 (+206%)
Value$79.0K (+$54.2K)
Filed 2026-10-14
Angeles Wealth Management, LLC
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$60.8K (+$2.5K)
Filed 2026-10-26
Compass Financial Management LLC
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$53.7K (+$2.2K)
Filed 2026-10-30
Beacon Investment Advisory Services, Inc.
DECREASED
Shares646 from 727
Change-81 (-11%)
Value$50.7K (-$4.0K)
Filed 2026-10-13
Private Wealth Management Group, LLC
INCREASED
Shares644 from 426
Change+218 (+51%)
Value$50.6K (+$18.5K)
Filed 2026-10-19
Spire Wealth Management
INCREASED
Shares530 from 528
Change+2 (+0%)
Value$41.6K (+$1.8K)
Filed 2026-10-30
CX Institutional
NEW
Shares522
Change+522
Value$41
Filed 2026-10-02
Ares Financial Consulting, LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$33.8K (+$1.4K)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares397 from 147
Change+250 (+170%)
Value$31.2K (+$20.1K)
Filed 2026-11-04
Asset Dedication, LLC
INCREASED
Shares386 from 190
Change+196 (+103%)
Value$30.3K (+$16.0K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares384
Change+384
Value$30.1K
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$29.5K (+$1.2K)
Filed 2026-10-28
Plante Moran Financial Advisors, LLC
NEW
Shares374
Change+374
Value$29.4K
Filed 2026-11-04
Redwood Park Advisors LLC
NEW
Shares364
Change+364
Value$28.6K
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares354
Change+354
Value$27.8K
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$25.9K (+$1.1K)
Filed 2026-10-23
Strengthening Families & Communities, LLC
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$23.1K (+$938)
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares289 from 489
Change-200 (-41%)
Value$22.7K (-$14.2K)
Filed 2026-11-02
Eastern Bank
NEW
Shares255
Change+255
Value$20.0K
Filed 2026-10-05
Nfsg Corp
INCREASED
Shares253 from 153
Change+100 (+65%)
Value$19.9K (+$8.3K)
Filed 2026-10-15
James T. Borello RIA
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$19.5K (+$795)
Filed 2026-10-16
Gamma Investing LLC
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$19.2K (+$778)
Filed 2026-10-08
TD Waterhouse Canada Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.7K (+$620)
Filed 2026-10-16
Breakwater Investment Management
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$14.4K (+$584)
Filed 2026-10-20
Archer Investment Corp
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$13.8K (+$561)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares153
Change+153
Value$12.0K
Filed 2026-10-27
Center for Financial Planning, Inc.
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$11.5K (+$468)
Filed 2026-10-26
Harbor Investment Advisory, LLC
NEW
Shares143
Change+143
Value$11.2K
Filed 2026-10-13
Trust Co of Vermont
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$10.3K (+$418)
Filed 2026-10-21
Horizon Financial Services, LLC
NEW
Shares112
Change+112
Value$8.8K
Filed 2026-11-04
Rossby Financial, LCC
NEW
Shares102
Change+102
Value$8.0K
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
NEW
Shares99
Change+99
Value$7.8K
Filed 2026-10-27
Inspire Investing, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$7.5K (+$306)
Filed 2026-10-22
CoreCap Advisors, LLC
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$5.7K (+$233)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares70 from 71
Change-1 (-1%)
Value$5.5K (+$148)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares67
Change+67
Value$5.3K
Filed 2026-10-27
Montgomery Financial Services LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$5.2K (+$211)
Filed 2026-11-03
Rakuten Securities, Inc.
NEW
Shares64
Change+64
Value$5.0K
Filed 2026-11-02
Transce3nd, LLC
NEW
Shares58
Change+58
Value$4.5K
Filed 2026-10-26
Oakworth Capital, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$3.2K (+$135)
Filed 2026-10-26
Triumph Capital Management
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.7K (+$112)
Filed 2026-10-14
Team Financial Group, LLC
NEW
Shares31
Change+31
Value$2.4K
Filed 2026-10-30
Foresight Capital Management Advisors, Inc.
NEW
Shares31
Change+31
Value$2.4K
Filed 2026-10-27
Eukles Asset Management
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.2K (+$89)
Filed 2026-11-04
Affinity Wealth LLC
NEW
Shares26
Change+26
Value$2.0K
Filed 2026-11-03
Granite FO LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.9K (+$77)
Filed 2026-10-14
Cordgrass Capital Advisors, LLC
NEW
Shares23
Change+23
Value$1.8K
Filed 2026-10-30
Parallel Advisors, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.3K (+$51)
Filed 2026-11-03
Livelsberger Financial Advisory
NEW
Shares10
Change+10
Value$785
Filed 2026-10-28
Nemes Rush Group LLC
NEW
Shares9
Change+9
Value$707
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$314 (+$12)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
NEW
Shares2
Change+2
Value$157
Filed 2026-10-16
Inscription Capital, LLC
CLOSED
Shares0 from 7,340
Change-7,340 (-100%)
Value$0 (-$552.8K)
Filed 2026-11-02
Convergence Financial, LLC
CLOSED
Shares0 from 4,626
Change-4,626 (-100%)
Value$0 (-$348.4K)
Filed 2026-10-27
RFG Holdings, Inc.
CLOSED
Shares0 from 4,505
Change-4,505 (-100%)
Value$0 (-$339.3K)
Filed 2026-10-30
GC Wealth Management RIA, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$301.2K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,698
Change-1,698 (-100%)
Value$0 (-$127.7K)
Filed 2026-11-02
Barrett & Company, Inc.
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$75.3K)
Filed 2026-10-22
Bokf, NA
CLOSED
Shares0 from 834
Change-834 (-100%)
Value$0 (-$62.8K)
Filed 2026-10-27
AdvisorNet Financial, Inc
CLOSED
Shares0 from 584
Change-584 (-100%)
Value$0 (-$44.0K)
Filed 2026-10-15
Cullen T Bankers, Inc.
CLOSED
Shares0 from 234
Change-234 (-100%)
Value$0 (-$17.6K)
Filed 2026-10-28
Lanark Financial, Inc.
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-26
Tucker Asset Management LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-29
JPMorgan Chase & Co
N/A
Shares— from 137,197,754
Change-137,197,754 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,727,826
Change-4,727,826 (-100%)
Value—
Investure, LLC
N/A
Shares— from 3,287,302
Change-3,287,302 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 2,335,864
Change-2,335,864 (-100%)
Value—
1607 Capital Partners, LLC
N/A
Shares— from 2,032,000
Change-2,032,000 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,807,528
Change-1,807,528 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,004,358
Change-1,004,358 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 692,131
Change-692,131 (-100%)
Value—
UBS Group AG
N/A
Shares— from 638,236
Change-638,236 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 460,698
Change-460,698 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 347,682
Change-347,682 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 208,007
Change-208,007 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 204,173
Change-204,173 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 203,682
Change-203,682 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 183,086
Change-183,086 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 164,332
Change-164,332 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 143,513
Change-143,513 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 133,715
Change-133,715 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 120,529
Change-120,529 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 112,661
Change-112,661 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 109,527
Change-109,527 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 102,893
Change-102,893 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 101,134
Change-101,134 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 78,722
Change-78,722 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 78,126
Change-78,126 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 74,917
Change-74,917 (-100%)
Value—
New Vernon Capital Holdings II LLC
N/A
Shares— from 71,563
Change-71,563 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 68,222
Change-68,222 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 65,944
Change-65,944 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 62,948
Change-62,948 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 61,204
Change-61,204 (-100%)
Value—
Birnam Oak Advisors, LP
N/A
Shares— from 60,343
Change-60,343 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 56,363
Change-56,363 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 49,849
Change-49,849 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 40,705
Change-40,705 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 39,752
Change-39,752 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 37,233
Change-37,233 (-100%)
Value—
Blair William & Co
N/A
Shares— from 36,081
Change-36,081 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 35,909
Change-35,909 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 35,883
Change-35,883 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 32,661
Change-32,661 (-100%)
Value—
FMR LLC
N/A
Shares— from 32,364
Change-32,364 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 25,974
Change-25,974 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 24,978
Change-24,978 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 22,819
Change-22,819 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 21,062
Change-21,062 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 20,908
Change-20,908 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 19,766
Change-19,766 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 19,338
Change-19,338 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 18,745
Change-18,745 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 17,489
Change-17,489 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 14,846
Change-14,846 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 14,264
Change-14,264 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 14,261
Change-14,261 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13,059
Change-13,059 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,486
Change-12,486 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,069
Change-12,069 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,056
Change-12,056 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,975
Change-11,975 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,919
Change-11,919 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 11,889
Change-11,889 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,751
Change-11,751 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 11,391
Change-11,391 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,414
Change-10,414 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 10,372
Change-10,372 (-100%)
Value—
Summitry LLC
N/A
Shares— from 9,880
Change-9,880 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 9,675
Change-9,675 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 9,522
Change-9,522 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 9,366
Change-9,366 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,769
Change-8,769 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 8,177
Change-8,177 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,162
Change-8,162 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 8,042
Change-8,042 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 7,654
Change-7,654 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 6,637
Change-6,637 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 6,303
Change-6,303 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 5,971
Change-5,971 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 5,961
Change-5,961 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 5,854
Change-5,854 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,590
Change-5,590 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 5,244
Change-5,244 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,047
Change-5,047 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,044
Change-5,044 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 4,236
Change-4,236 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,027
Change-4,027 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,970
Change-3,970 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 3,728
Change-3,728 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 3,597
Change-3,597 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,461
Change-3,461 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 3,406
Change-3,406 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Joel Isaacson & Co., LLC
N/A
Shares— from 3,332
Change-3,332 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 3,161
Change-3,161 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 2,764
Change-2,764 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,447
Change-2,447 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,687
Change-1,687 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 1,435
Change-1,435 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 1,338
Change-1,338 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,248
Change-1,248 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,147
Change-1,147 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,010
Change-1,010 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 897
Change-897 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 709
Change-709 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 708
Change-708 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 577
Change-577 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 572
Change-572 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 527
Change-527 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 519
Change-519 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 484
Change-484 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 423
Change-423 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 278
Change-278 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 265
Change-265 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 260
Change-260 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 233
Change-233 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 228
Change-228 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 137
Change-137 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 23
Change-23 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Pennsylvania State University
UNCHANGED963,675963,67500%$72.6M$75.6M+$3.1M2026-10-02
Mirae Asset Global Investments Co., Ltd.
INCREASED862,183788,684+73,499+9%$59.4M$67.7M+$8.3M2026-11-03
Southern Farm Bureau Life Insurance
UNCHANGED384,185384,18500%$29.0M$30.2K-$29.0M2026-10-15
Assetmark, Inc
INCREASED368,80912,797+356,012+2782%$963.7K$29.0M+$28.0M2026-10-21
3Edge Asset Management, LP
INCREASED274,331177,270+97,061+55%$13.4M$21.5M+$8.2M2026-10-30
Birch Hill Investment Advisors LLC
INCREASED221,042200,297+20,745+10%$15.1M$17.4M+$2.3M2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED195,8295,466+190,363+3483%$412.0K$15.4K-$396.6K2026-11-02
Sentinel Trust Co LBA
DECREASED184,272249,000-64,728-26%$18.8K$14.5M+$14.4M2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED146,725156,941-10,216-7%$11.8M$11.5M-$301.3K2026-10-08
Daymark Wealth Partners, LLC
NEW117,675—+117,675——$9.2M—2026-11-04
WealthPlan Investment Management, LLC
NEW106,866—+106,866——$8.4M—2026-10-15
BigSur Wealth Management LLC
DECREASED89,92596,920-6,995-7%$7.3M$7.1M-$239.9K2026-10-13
Clear Harbor Asset Management, LLC
INCREASED81,18880,226+962+1%$6.0M$6.4M+$331.4K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
NEW58,170—+58,170——$4.6M—2026-10-13
Focus Financial Network, Inc.
INCREASED54,78052,305+2,475+5%$3.9M$4.3M+$361.1K2026-10-14
Choreo, LLC
DECREASED51,83752,078-2410%$3.9M$4.1M+$147.2K2026-10-28
Fifth Third Bancorp
DECREASED48,85149,641-790-2%$3.7M$3.8M+$96.3K2026-11-05
Evansbrook LLC
UNCHANGED46,04246,04200%$3.5M$3.6M+$146.9K2026-10-16
Acima Private Wealth, LLC
DECREASED44,64844,811-1630%$3.4M$3.5M+$130.2K2026-10-05
Avestar Capital, LLC
DECREASED41,20443,085-1,881-4%$3.2M$3.2M-$10.2K2026-10-28
Creative Planning
INCREASED35,98434,814+1,170+3%$2.6M$2.8M+$202.9K2026-11-02
MacKenzie Financial Corp
INCREASED35,52029,810+5,710+19%$2.2M$2.8M+$543.3K2026-11-02
Nolet Wealth Management, LLC
UNCHANGED35,23335,23300%$2.7M$2.8M+$112.4K2026-10-15
Interchange Capital Partners, LLC
DECREASED31,25631,435-179-1%$2.4M$2.5M+$86.2K2026-10-28
MN Wealth Advisors, LLC
NEW27,675—+27,675——$2.2M—2026-10-23
Quartz Partners, LLC
DECREASED22,89423,006-1120%$1.7M$1.8M+$64.6K2026-11-03
Certuity, LLC
UNCHANGED22,43322,43300%$1.7M$1.8M+$71.6K2026-11-02
Perigon Wealth Management, LLC
DECREASED19,99125,629-5,638-22%$1.9M$1.6M-$360.8K2026-10-22
Greenwood Gearhart LLC
UNCHANGED19,46919,46900%$1.5M$1.5M+$62.1K2026-11-02
WealthPLAN Partners, LLC
NEW19,459—+19,459——$1.5M—2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED16,85817,063-205-1%$1.3M$1.3M+$38.3K2026-11-03
Robertson Stephens Wealth Management, LLC
DECREASED16,58620,189-3,603-18%$1.5M$1.3M-$218.4K2026-10-16
Quadrant Capital Group LLC
INCREASED15,61515,503+112+1%$1.2M$1.2M+$58.1K2026-10-20
Concurrent Investment Advisors, LLC
NEW15,360—+15,360——$1.2M—2026-10-16
Park Avenue Securities LLC
NEW15,322—+15,322——$1.2K—2026-10-26
Vise Technologies, Inc.
INCREASED14,04813,498+550+4%$1.0M$1.1M+$86.2K2026-10-29
US Bancorp \de\
INCREASED12,40411,726+678+6%$883.1K$973.7K+$90.6K2026-11-05
Bank of New York Mellon Corp
INCREASED12,18111,573+608+5%$871.6K$956.2K+$84.7K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED11,65010,059+1,591+16%$767.8K$913.8K+$146.0K2026-10-13
Farther Finance Advisors, LLC
INCREASED11,4918,008+3,483+43%$603.0K$902.0K+$299.0K2026-10-08
Patten Group, Inc.
INCREASED10,73710,631+106+1%$800.6K$842.9K+$42.2K2026-10-26
Truist Financial Corp
INCREASED10,4599,933+526+5%$748.1K$821.0K+$73.0K2026-10-30
Kestra Advisory Services, LLC
INCREASED10,3489,804+544+6%$738.3K$812.3K+$74.0K2026-11-02
AlphaCentric Advisors LLC
INCREASED9,9439,091+852+9%$684.6K$780.5K+$95.9K2026-11-03
HB Wealth Management, LLC
INCREASED9,8999,896+3+0%$745.3K$777.1K+$31.8K2026-10-23
Curated Wealth Partners LLC
NEW9,792—+9,792——$768.7K—2026-10-15
Unique Wealth, LLC
NEW9,053—+9,053——$710.7K—2026-10-16
Private Trust Co NA
INCREASED8,3237,684+639+8%$578.7K$653.3K+$74.7K2026-10-20
Commonwealth Equity Services, LLC
INCREASED7,8027,130+672+9%$537.0K$612.5K+$75.5K2026-11-02
Morton Capital Management LLC
UNCHANGED7,7777,77700%$585.7K$610.5K+$24.8K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED6,9473,007+3,940+131%$226.4K$545.4K+$318.9K2026-10-30
FSM Wealth Advisors, LLC
DECREASED6,6787,108-430-6%$535.3K$526.8K-$8.5K2026-10-27
Krilogy Financial LLC
INCREASED6,6325,759+873+15%$433.7K$520.2K+$86.5K2026-10-13
waypoint wealth counsel
UNCHANGED6,5576,55700%$493.8K$514.7K+$20.9K2026-10-22
Ascent Group, LLC
NEW6,313—+6,313——$495.6K—2026-10-30
Simon Quick Advisors, LLC
INCREASED6,1745,643+531+9%$425.0K$484.7K+$59.7K2026-10-26
Sowell Financial Services LLC
INCREASED5,9875,888+99+2%$443.4K$470.0K+$26.6K2026-10-23
Arlington Trust Co LLC
UNCHANGED5,7365,73600%$432.0K$450.3K+$18.3K2026-10-20
MassMutual Private Wealth & Trust, FSB
NEW5,713—+5,713——$448.5K—2026-10-05
Turtle Creek Wealth Advisors, LLC
UNCHANGED5,5255,52500%$416.1K$433.7K+$17.6K2026-10-15
Yoffe Investment Management, LLC
UNCHANGED5,4235,42300%$408.4K$425.7K+$17.3K2026-11-02
Maia Wealth LLC
DECREASED4,7076,335-1,628-26%$477.1K$369.5K-$107.6K2026-10-19
Beacon Advisors Holdings, LLC
DECREASED4,5594,793-234-5%$361.0K$357.9K-$3.1K2026-10-27
Miller Global Investments, LLC
DECREASED4,4434,444-10%$334.7K$348.8K+$14.1K2026-10-02
Balefire, LLC
NEW4,362—+4,362——$342.4K—2026-10-09
Citigroup Inc
INCREASED4,0113,456+555+16%$260.3K$314.9K+$54.6K2026-11-04
Lockerman Financial Group, Inc.
NEW3,984—+3,984——$312.7K—2026-10-19
Evergreen Capital Management LLC
UNCHANGED3,8773,87700%$292.0K$304.3K+$12.4K2026-10-23
Lake Street Private Wealth, LLC
NEW3,868—+3,868——$303.6K—2026-10-22
Ironwood Wealth Management, Llc.
NEW3,864—+3,864——$303.3K—2026-10-28
IFP Advisors, Inc
INCREASED3,573268+3,305+1233%$20.2K$280.5K+$260.3K2026-10-16
Creative Financial Designs Inc
NEW3,428—+3,428——$269.1K—2026-11-04
Keystone Global Partners, LLC
NEW3,428—+3,428——$269.1K—2026-10-13
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED3,4023,40200%$256.2K$267.1K+$10.9K2026-10-29
Mission Wealth Management, LP
DECREASED3,1504,274-1,124-26%$321.9K$247.3K-$74.6K2026-10-15
Augustine Asset Management Inc
DECREASED3,1473,179-32-1%$239.4K$247.0K+$7.6K2026-10-13
Sierra Summit Advisors LLC
UNCHANGED3,0233,02300%$227.7K$237.3K+$9.6K2026-10-28
Sapient Capital LLC
NEW3,002—+3,002——$235.7K—2026-10-08
Mechanics Bank Trust Department
UNCHANGED2,9852,98500%$224.8K$234.3K+$9.5K2026-10-13
Florida Trust Wealth Management Co
UNCHANGED2,8962,89600%$218.1K$227.3K+$9.2K2026-11-05
Post Resch Tallon Group Inc.
NEW2,832—+2,832——$222.3K—2026-10-09
Elevation Wealth Management LLC
NEW2,814—+2,814——$220.9K—2026-11-02
Moody Lynn Lieberson & Walker, LLC
UNCHANGED2,7532,75300%$207.3K$216.1K+$8.8K2026-10-14
Etesian Wealth Advisors, Inc.
UNCHANGED2,7002,70000%$203.3K$212.0K+$8.6K2026-10-27
Avior Wealth Management, LLC
DECREASED2,6852,694-90%$202.9K$210.8K+$7.9K2026-10-13
AIA Group Ltd
UNCHANGED2,6802,68000%$201.8K$210.4K+$8.5K2026-10-30
Brighton Jones LLC
NEW2,668—+2,668——$209.4K—2026-11-03
Evolution Wealth Advisors, LLC
NEW2,572—+2,572——$201.9K—2026-11-03
3Chopt Investment Partners, LLC
NEW1,831—+1,831——$143.7K—2026-10-30
SBI Securities Co., Ltd.
INCREASED1,7661,127+639+57%$84.9K$138.6K+$53.8K2026-10-22
Richardson Financial Services Inc.
NEW1,281—+1,281——$100.6K—2026-10-30
Armstrong Advisory Group, Inc
UNCHANGED1,2361,23600%$93.1K$97.0K+$3.9K2026-10-09
Capital Investment Advisory Services, LLC
NEW1,146—+1,146——$89.5K—2026-10-30
Larson Financial Group LLC
UNCHANGED1,0611,06100%$79.9K$83.3K+$3.4K2026-11-05
Trust Co of Toledo NA
UNCHANGED1,0221,02200%$77.0K$80.2K+$3.3K2026-10-16
Blue Trust, Inc.
UNCHANGED1,0161,01600%$76.5K$79.8K+$3.2K2026-10-15
Mather Group, Llc.
INCREASED1,006329+677+206%$24.8K$79.0K+$54.2K2026-10-14
Angeles Wealth Management, LLC
UNCHANGED77477400%$58.3K$60.8K+$2.5K2026-10-26
Compass Financial Management LLC
UNCHANGED68468400%$51.5K$53.7K+$2.2K2026-10-30
Beacon Investment Advisory Services, Inc.
DECREASED646727-81-11%$54.8K$50.7K-$4.0K2026-10-13
Private Wealth Management Group, LLC
INCREASED644426+218+51%$32.1K$50.6K+$18.5K2026-10-19
Spire Wealth Management
INCREASED530528+2+0%$39.8K$41.6K+$1.8K2026-10-30
CX Institutional
NEW522—+522——$41—2026-10-02
Ares Financial Consulting, LLC
UNCHANGED43043000%$32.4K$33.8K+$1.4K2026-10-19
Kingdom Financial Group Llc.
INCREASED397147+250+170%$11.1K$31.2K+$20.1K2026-11-04
Asset Dedication, LLC
INCREASED386190+196+103%$14.3K$30.3K+$16.0K2026-11-03
Provenance Wealth Advisors, LLC
NEW384—+384——$30.1K—2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED37537500%$28.3K$29.5K+$1.2K2026-10-28
Plante Moran Financial Advisors, LLC
NEW374—+374——$29.4K—2026-11-04
Redwood Park Advisors LLC
NEW364—+364——$28.6K—2026-11-02
Root Financial Partners, LLC
NEW354—+354——$27.8K—2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED33033000%$24.9K$25.9K+$1.1K2026-10-23
Strengthening Families & Communities, LLC
UNCHANGED29429400%$22.1K$23.1K+$9382026-10-21
Golden State Wealth Management, LLC
DECREASED289489-200-41%$36.8K$22.7K-$14.2K2026-11-02
Eastern Bank
NEW255—+255——$20.0K—2026-10-05
Nfsg Corp
INCREASED253153+100+65%$11.5K$19.9K+$8.3K2026-10-15
James T. Borello RIA
UNCHANGED24924900%$18.8K$19.5K+$7952026-10-16
Gamma Investing LLC
UNCHANGED24424400%$18.4K$19.2K+$7782026-10-08
TD Waterhouse Canada Inc.
UNCHANGED20020000%$15.1K$15.7K+$6202026-10-16
Breakwater Investment Management
UNCHANGED18318300%$13.8K$14.4K+$5842026-10-20
Archer Investment Corp
UNCHANGED17617600%$13.3K$13.8K+$5612026-11-05
Laurel Wealth Advisors LLC
NEW153—+153——$12.0K—2026-10-27
Center for Financial Planning, Inc.
UNCHANGED14714700%$11.1K$11.5K+$4682026-10-26
Harbor Investment Advisory, LLC
NEW143—+143——$11.2K—2026-10-13
Trust Co of Vermont
UNCHANGED13113100%$9.9K$10.3K+$4182026-10-21
Horizon Financial Services, LLC
NEW112—+112——$8.8K—2026-11-04
Rossby Financial, LCC
NEW102—+102——$8.0K—2026-11-05
Pinnacle Wealth Planning Services, Inc.
NEW99—+99——$7.8K—2026-10-27
Inspire Investing, LLC
UNCHANGED969600%$7.2K$7.5K+$3062026-10-22
CoreCap Advisors, LLC
UNCHANGED737300%$5.5K$5.7K+$2332026-10-08
EverSource Wealth Advisors, LLC
DECREASED7071-1-1%$5.3K$5.5K+$1482026-11-04
Latitude Advisors, LLC
NEW67—+67——$5.3K—2026-10-27
Montgomery Financial Services LLC
UNCHANGED666600%$5.0K$5.2K+$2112026-11-03
Rakuten Securities, Inc.
NEW64—+64——$5.0K—2026-11-02
Transce3nd, LLC
NEW58—+58——$4.5K—2026-10-26
Oakworth Capital, Inc.
UNCHANGED414100%$3.1K$3.2K+$1352026-10-26
Triumph Capital Management
UNCHANGED353500%$2.6K$2.7K+$1122026-10-14
Team Financial Group, LLC
NEW31—+31——$2.4K—2026-10-30
Foresight Capital Management Advisors, Inc.
NEW31—+31——$2.4K—2026-10-27
Eukles Asset Management
UNCHANGED282800%$2.1K$2.2K+$892026-11-04
Affinity Wealth LLC
NEW26—+26——$2.0K—2026-11-03
Granite FO LLC
UNCHANGED242400%$1.8K$1.9K+$772026-10-14
Cordgrass Capital Advisors, LLC
NEW23—+23——$1.8K—2026-10-30
Parallel Advisors, LLC
UNCHANGED161600%$1.2K$1.3K+$512026-11-03
Livelsberger Financial Advisory
NEW10—+10——$785—2026-10-28
Nemes Rush Group LLC
NEW9—+9——$707—2026-11-04
Central Trust Co
UNCHANGED4400%$302$314+$122026-11-05
Halbert Hargrove Global Advisors, LLC
NEW2—+2——$157—2026-10-16
Inscription Capital, LLC
CLOSED07,340-7,340-100%$552.8K$0-$552.8K2026-11-02
Convergence Financial, LLC
CLOSED04,626-4,626-100%$348.4K$0-$348.4K2026-10-27
RFG Holdings, Inc.
CLOSED04,505-4,505-100%$339.3K$0-$339.3K2026-10-30
GC Wealth Management RIA, LLC
CLOSED04,000-4,000-100%$301.2K$0-$301.2K2026-11-02
International Assets Investment Management, LLC
CLOSED01,698-1,698-100%$127.7K$0-$127.7K2026-11-02
Barrett & Company, Inc.
CLOSED01,000-1,000-100%$75.3K$0-$75.3K2026-10-22
Bokf, NA
CLOSED0834-834-100%$62.8K$0-$62.8K2026-10-27
AdvisorNet Financial, Inc
CLOSED0584-584-100%$44.0K$0-$44.0K2026-10-15
Cullen T Bankers, Inc.
CLOSED0234-234-100%$17.6K$0-$17.6K2026-10-28
Lanark Financial, Inc.
CLOSED0210-210-100%$15.8K$0-$15.8K2026-10-26
Tucker Asset Management LLC
CLOSED029-29-100%$2.2K$0-$2.2K2026-10-29
JPMorgan Chase & Co
N/A—137,197,754-137,197,754-100%$10.3B———
Morgan Stanley
N/A—4,727,826-4,727,826-100%$356.1M———
Investure, LLC
N/A—3,287,302-3,287,302-100%$247.6M———
Cerity Partners Ocio LLC
N/A—2,335,864-2,335,864-100%$175.9M———
1607 Capital Partners, LLC
N/A—2,032,000-2,032,000-100%$153.0M———
Bank of America Corp
N/A—1,807,528-1,807,528-100%$136.1M———
Alliancebernstein L.P.
N/A—1,004,358-1,004,358-100%$69.2M———
HighTower Advisors, LLC
N/A—692,131-692,131-100%$52.1M———
UBS Group AG
N/A—638,236-638,236-100%$48.1M———
LPL Financial LLC
N/A—460,698-460,698-100%$34.7M———
Korea Investment Corp
N/A—347,682-347,682-100%$26.2M———
Jacobi Capital Management LLC
N/A—208,007-208,007-100%$15.7M———
Karpus Management, Inc.
N/A—204,173-204,173-100%$15.4M———
Summit Trail Advisors, LLC
N/A—203,682-203,682-100%$15.3M———
Eldridge Investment Advisors, Inc.
N/A—183,086-183,086-100%$13.8M———
Pgim Custom Harvest LLC
N/A—164,332-164,332-100%$12.4M———
Ameriprise Financial Inc
N/A—143,513-143,513-100%$10.8M———
Goldman Sachs Group Inc
N/A—133,715-133,715-100%$10.1M———
Rockefeller Capital Management L.P.
N/A—120,529-120,529-100%$9.1M———
Bessemer Group Inc
N/A—112,661-112,661-100%$8.5M———
Northern Trust Corp
N/A—109,527-109,527-100%$8.2M———
Vestmark Advisory Solutions, Inc.
N/A—102,893-102,893-100%$7.7M———
CVA Family Office, LLC
N/A—101,134-101,134-100%$7.6M———
Envestnet Asset Management Inc
N/A—78,722-78,722-100%$5.9M———
UBS Asset Management Americas LLC
N/A—78,126-78,126-100%$5.9M———
Savant Capital, LLC
N/A—74,917-74,917-100%$5.7M———
New Vernon Capital Holdings II LLC
N/A—71,563-71,563-100%$5.4M———
Equitable Holdings, Inc.
N/A—68,222-68,222-100%$5.1M———
Raymond James Financial Inc
N/A—65,944-65,944-100%$5.0M———
Quantinno Capital Management LP
N/A—62,948-62,948-100%$4.7M———
Baird Financial Group, Inc.
N/A—61,204-61,204-100%$4.6M———
Birnam Oak Advisors, LP
N/A—60,343-60,343-100%$4.5M———
Mount Lucas Management LP
N/A—56,363-56,363-100%$4.2M———
Focus Partners Wealth
N/A—49,849-49,849-100%$3.8M———
Leavell Investment Management, Inc.
N/A—40,705-40,705-100%$3.1M———
Syon Capital LLC
N/A—39,752-39,752-100%$3.0M———
Northwestern Mutual Wealth Management Co
N/A—37,233-37,233-100%$2.8M———
Blair William & Co
N/A—36,081-36,081-100%$2.7M———
Cerity Partners LLC
N/A—35,909-35,909-100%$2.7M———
Royal Bank of Canada
N/A—35,883-35,883-100%$2.7M———
Brown Advisory Inc
N/A—32,661-32,661-100%$2.5M———
FMR LLC
N/A—32,364-32,364-100%$2.4M———
Cresset Asset Management, LLC
N/A—25,974-25,974-100%$2.0M———
Caprock Group, LLC
N/A—24,978-24,978-100%$1.9M———
Gateway Wealth Partners, LLC
N/A—22,819-22,819-100%$1.7M———
Wealthfront Advisers LLC
N/A—21,062-21,062-100%$1.6M———
Empowered Funds, LLC
N/A—20,908-20,908-100%$1.6M———
Wells Fargo & Company
N/A—19,766-19,766-100%$1.5M———
Ballentine Partners, LLC
N/A—19,338-19,338-100%$1.5M———
Noble Wealth Partners LLC
N/A—18,745-18,745-100%$1.4M———
Cetera Investment Advisers
N/A—17,489-17,489-100%$1.3M———
Dorsey & Whitney Trust Co LLC
N/A—14,846-14,846-100%$1.1M———
Fortress Private Ledger, LLC
N/A—14,264-14,264-100%$1.1M———
Mercer Global Advisors Inc
N/A—14,261-14,261-100%$1.1M———
Cloud Capital Management, LLC
N/A—13,723-13,723-100%$1.0M———
Steward Partners Investment Advisory, LLC
N/A—13,059-13,059-100%$983.5K———
AQR Capital Management LLC
N/A—12,486-12,486-100%$940.3K———
Harbour Investments, Inc.
N/A—12,069-12,069-100%$908.9K———
Osaic Holdings, Inc.
N/A—12,056-12,056-100%$908.6K———
Pathstone Holdings, LLC
N/A—11,975-11,975-100%$901.8K———
Stephens Inc
N/A—11,919-11,919-100%$897.6K———
Legacy Wealth Advisors, LLC
N/A—11,889-11,889-100%$895.4K———
Sanctuary Advisors, LLC
N/A—11,751-11,751-100%$885.0K———
Brown Brothers Harriman & Co
N/A—11,391-11,391-100%$857.9K———
Captrust Financial Advisors
N/A—10,414-10,414-100%$784.3K———
Icon Wealth Advisors, LLC
N/A—10,372-10,372-100%$781.1K———
Summitry LLC
N/A—9,880-9,880-100%$744.1K———
PNC Financial Services Group, Inc.
N/A—9,675-9,675-100%$728.6K———
Geneos Wealth Management Inc.
N/A—9,522-9,522-100%$717.1K———
IEQ Capital, LLC
N/A—9,366-9,366-100%$705.3K———
Arkadios Wealth Advisors
N/A—8,769-8,769-100%$660.4K———
Clearstead Advisors, LLC
N/A—8,177-8,177-100%$615.8K———
Mariner, LLC
N/A—8,162-8,162-100%$614.7K———
Argent Trust Co
N/A—8,042-8,042-100%$605.6K———
National Philanthropic Trust
N/A—7,654-7,654-100%$576.4K———
Gotham Asset Management, LLC
N/A—7,114-7,114-100%$535.8K———
NewEdge Wealth, LLC
N/A—6,637-6,637-100%$499.8K———
MML Investors Services, LLC
N/A—6,576-6,576-100%$495.2K———
Dakota Wealth Management
N/A—6,515-6,515-100%$490.6K———
Ironwood Investment Counsel, LLC
N/A—6,303-6,303-100%$474.7K———
Allianz Asset Management GmbH
N/A—6,000-6,000-100%$451.9K———
One Wealth Management Investment & Advisory Services, LLC
N/A—5,971-5,971-100%$449.7K———
Waterloo Capital, L.P.
N/A—5,961-5,961-100%$448.9K———
Blue Edge Capital, LLC
N/A—5,854-5,854-100%$440.9K———
Flputnam Investment Management Co
N/A—5,766-5,766-100%$434.2K———
Wealthspire Advisors, LLC
N/A—5,701-5,701-100%$429.3K———
Stifel Financial Corp
N/A—5,590-5,590-100%$421.0K———
LM Advisors LLC
N/A—5,244-5,244-100%$395.0K———
Principal Securities, Inc.
N/A—5,047-5,047-100%$380.1K———
Waverly Advisors, LLC
N/A—5,044-5,044-100%$379.9K———
Walter & Keenan Wealth Management LLC
N/A—4,702-4,702-100%$354.1K———
Advisory Services Network, LLC
N/A—4,698-4,698-100%$353.8K———
Citadel Advisors LLC
N/A—4,364-4,364-100%$328.7K———
Sierra Capital LLC
N/A—4,236-4,236-100%$319.0K———
CIBC Bancorp USA Inc.
N/A—4,027-4,027-100%$303.3K———
EP Wealth Advisors, LLC
N/A—3,970-3,970-100%$299.0K———
BlackRock, Inc.
N/A—3,941-3,941-100%$296.8K———
Stonebrook Private Inc.
N/A—3,728-3,728-100%$280.8K———
GenTrust, LLC
N/A—3,597-3,597-100%$270.9K———
O'shaughnessy Asset Management, LLC
N/A—3,461-3,461-100%$260.6K———
Dimension Capital Management LLC
N/A—3,406-3,406-100%$256.5K———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—3,400-3,400-100%$256.1K———
Evernest Financial Advisors, LLC
N/A—3,396-3,396-100%$255.8K———
Joel Isaacson & Co., LLC
N/A—3,332-3,332-100%$250.9K———
NewEdge Advisors, LLC
N/A—3,217-3,217-100%$242.3K———
Moneta Group Investment Advisors LLC
N/A—3,170-3,170-100%$238.7K———
Westwood Holdings Group Inc
N/A—3,161-3,161-100%$238.1K———
W1m Asset Management Ltd
N/A—2,816-2,816-100%$212.0K———
Horizon Family Wealth, Inc.
N/A—2,764-2,764-100%$208.2K———
Range Advisory, LLC
N/A—2,753-2,753-100%$207.4K———
Whittier Trust Co
N/A—2,447-2,447-100%$188.4K———
Bank of Montreal
N/A—2,211-2,211-100%$166.5K———
Global Retirement Partners, LLC
N/A—2,109-2,109-100%$158.8K———
AE Wealth Management LLC
N/A—1,896-1,896-100%$142.8K———
Arax Advisory Partners
N/A—1,687-1,687-100%$127.0K———
Top Private Wealth Llc.
N/A—1,435-1,435-100%$108.1K———
Rice Partnership, LLC
N/A—1,338-1,338-100%$100.8K———
Vanguard National Trust Co
N/A—1,248-1,248-100%$94.0K———
Russell Investments Group, Ltd.
N/A—1,147-1,147-100%$86.4K———
Franklin Resources Inc
N/A—1,032-1,032-100%$77.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,010-1,010-100%$76.0K———
BFC Planning, Inc.
N/A—1,010-1,010-100%$76.0K———
Wellington Grp LLC
N/A—897-897-100%$61.8K———
ESL Trust Services, LLC
N/A—836-836-100%$63.0K———
Lavaca Capital LLC
N/A—709-709-100%$53.4K———
Jones Financial Companies Lllp
N/A—708-708-100%$53.1K———
Avalon Trust Co
N/A—577-577-100%$43.5K———
Allworth Financial LP
N/A—572-572-100%$43.1K———
Continuum Advisory, LLC
N/A—527-527-100%$39.7K———
Hantz Financial Services, Inc.
N/A—519-519-100%$39.0K———
Huntington National Bank
N/A—484-484-100%$36.5K———
Atlantic Union Bankshares Corp
N/A—423-423-100%$31.9K———
IFG Advisory, LLC
N/A—394-394-100%$29.7K———
Aventura Private Wealth, LLC
N/A—278-278-100%$20.9K———
Strategic Wealth Partners, Ltd.
N/A—265-265-100%$20.0K———
National Bank of Canada
N/A—260-260-100%$19.6K———
Bartlett & Co. Wealth Management LLC
N/A—242-242-100%$18.2K———
Federation des caisses Desjardins du Quebec
N/A—233-233-100%$17.5K———
Smartleaf Asset Management LLC
N/A—228-228-100%$17.2K———
Founders Financial Alliance, LLC
N/A—188-188-100%$14.2K———
Aptus Capital Advisors, LLC
N/A—167-167-100%$12.6K———
Hamrick Investment Counsel, llc
N/A—137-137-100%$10.3K———
Morris Financial Concepts, Inc.
N/A—110-110-100%$8.3K———
HHM Wealth Advisors, LLC
N/A—108-108-100%$8.1K———
Operose Advisors LLC
N/A—80-80-100%$6.0K———
Glen Eagle Advisors, LLC
N/A—35-35-100%$2.6K———
Strive Financial Group,LLC
N/A—35-35-100%$2.6K———
Fortis Group Advisors, LLC
N/A—26-26-100%$2.0K———
Mcguire Capital Advisors Inc
N/A—23-23-100%$1.7K———
Medallion Wealth Advisors, LLC
N/A—16-16-100%$1.2K———
Showing 309 of 309 institutions