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JPMorgan Betabuilders Canada (BBCA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
DECREASED
Shares397,043 from 455,811
Change-58,768 (-13%)
Value$39.8M (-$5.5M)
Filed 2026-10-21
Tradewinds Capital Management, LLC
DECREASED
Shares372,569 from 387,374
Change-14,805 (-4%)
Value$37.4M (-$1.1M)
Filed 2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares359,892 from 345,680
Change+14,212 (+4%)
Value$36.1M (+$1.8M)
Filed 2026-11-03
Strategic Investment Management, LLC
DECREASED
Shares323,000 from 333,320
Change-10,320 (-3%)
Value$32.4M (-$715.7K)
Filed 2026-10-20
Willis Johnson Wealth, Inc.
INCREASED
Shares270,973 from 249,450
Change+21,523 (+9%)
Value$27.2M (+$2.4M)
Filed 2026-11-03
City of London Investment Management Co LTD
NEW
Shares157,291
Change+157,291
Value$15.8M
Filed 2026-10-30
Bochk Asset Management Ltd
UNCHANGED
Shares110,670 from 110,670
Change0 (0%)
Value$11.1M (+$106.2K)
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares90,002 from 88,275
Change+1,727 (+2%)
Value$9.0M (+$241.0K)
Filed 2026-11-05
Greenwood Capital Associates LLC
DECREASED
Shares59,449 from 61,784
Change-2,335 (-4%)
Value$6.0M (-$175.0K)
Filed 2026-10-27
Silphium Asset Management Ltd
UNCHANGED
Shares58,000 from 58,000
Change0 (0%)
Value$5.8M (+$55.7K)
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares37,767 from 37,803
Change-36 (0%)
Value$3.8M (+$32.7K)
Filed 2026-10-28
Evansbrook LLC
UNCHANGED
Shares27,569 from 27,569
Change0 (0%)
Value$2.8M (+$26.5K)
Filed 2026-10-16
Acima Private Wealth, LLC
DECREASED
Shares27,328 from 27,392
Change-64 (0%)
Value$2.7M (+$19.9K)
Filed 2026-10-05
Creative Planning
INCREASED
Shares20,787 from 20,128
Change+659 (+3%)
Value$2.1M (+$85.4K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares19,111 from 14,634
Change+4,477 (+31%)
Value$1.9M (+$459.7K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares18,362 from 14,558
Change+3,804 (+26%)
Value$1.8M (+$395.7K)
Filed 2026-10-30
Nolet Wealth Management, LLC
UNCHANGED
Shares11,116 from 11,116
Change0 (0%)
Value$1.1M (+$10.7K)
Filed 2026-10-15
Y-Intercept (Hong Kong) Ltd
NEW
Shares10,958
Change+10,958
Value$1.1M
Filed 2026-10-16
Yoffe Investment Management, LLC
UNCHANGED
Shares10,540 from 10,540
Change0 (0%)
Value$1.1M (+$10.1K)
Filed 2026-11-02
Certuity, LLC
UNCHANGED
Shares10,308 from 10,308
Change0 (0%)
Value$1.0M (+$9.9K)
Filed 2026-11-02
Quadrant Capital Group LLC
UNCHANGED
Shares10,215 from 10,215
Change0 (0%)
Value$1.1M (+$36.7K)
Filed 2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares8,350 from 4,620
Change+3,730 (+81%)
Value$838.0K (+$378.8K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares8,133 from 8,101
Change+32 (+0%)
Value$816.3K (+$11.0K)
Filed 2026-10-08
Greenwood Gearhart LLC
UNCHANGED
Shares7,234 from 7,234
Change0 (0%)
Value$726.0K (+$6.9K)
Filed 2026-11-02
L.K. Benson & Company, P.C.
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$702.5K (+$6.7K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
DECREASED
Shares6,983 from 7,008
Change-25 (0%)
Value$700.8K (+$4.2K)
Filed 2026-10-29
Sowell Financial Services LLC
DECREASED
Shares6,489 from 7,679
Change-1,190 (-15%)
Value$651.2K (-$112.1K)
Filed 2026-10-23
Innealta Capital, LLC
UNCHANGED
Shares6,249 from 6,249
Change0 (0%)
Value$627.2K (+$6.0K)
Filed 2026-11-02
Ocean Park Asset Management, LLC
UNCHANGED
Shares6,035 from 6,035
Change0 (0%)
Value$605.7K (+$5.8K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares5,918 from 4,889
Change+1,029 (+21%)
Value$593.6K (+$98.5K)
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares5,058 from 5,846
Change-788 (-13%)
Value$507.6K (-$73.5K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares4,947 from 3,726
Change+1,221 (+33%)
Value$496.5K (+$126.1K)
Filed 2026-11-02
Sapient Capital LLC
INCREASED
Shares4,653 from 4,314
Change+339 (+8%)
Value$467.0K (+$38.2K)
Filed 2026-10-08
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares4,325 from 4,325
Change0 (0%)
Value$434.1K (+$4.2K)
Filed 2026-11-02
Richardson Financial Services Inc.
DECREASED
Shares4,229 from 5,179
Change-950 (-18%)
Value$424.4K (-$90.4K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares4,159 from 4,109
Change+50 (+1%)
Value$417.4K (+$9.0K)
Filed 2026-11-02
Angeles Wealth Management, LLC
UNCHANGED
Shares3,986 from 3,986
Change0 (0%)
Value$400.0K (+$3.8K)
Filed 2026-10-26
Sigma Planning Corp
INCREASED
Shares3,945 from 3,133
Change+812 (+26%)
Value$395.9K (+$84.5K)
Filed 2026-10-23
Curated Wealth Partners LLC
NEW
Shares3,766
Change+3,766
Value$378.0K
Filed 2026-10-15
Morton Capital Management LLC
UNCHANGED
Shares3,595 from 3,595
Change0 (0%)
Value$360.8K (+$3.5K)
Filed 2026-10-23
Vise Technologies, Inc.
NEW
Shares3,516
Change+3,516
Value$352.9K
Filed 2026-10-29
US Bancorp \de\
INCREASED
Shares3,404 from 3,310
Change+94 (+3%)
Value$341.6K (+$12.6K)
Filed 2026-11-05
Beacon Advisors Holdings, LLC
DECREASED
Shares3,358 from 3,480
Change-122 (-4%)
Value$337.1K (-$8.9K)
Filed 2026-10-27
Sunpointe, LLC
DECREASED
Shares3,156 from 5,901
Change-2,745 (-47%)
Value$316.7K (-$269.9K)
Filed 2026-10-22
Busey Bank
DECREASED
Shares3,132 from 3,181
Change-49 (-2%)
Value$314.3K (-$1.9K)
Filed 2026-10-26
True North Advisors, LLC
NEW
Shares3,064
Change+3,064
Value$307.5K
Filed 2026-10-22
FSM Wealth Advisors, LLC
DECREASED
Shares2,969 from 3,228
Change-259 (-8%)
Value$301.1K (-$19.7K)
Filed 2026-10-27
Maia Wealth LLC
DECREASED
Shares2,931 from 4,159
Change-1,228 (-30%)
Value$294.2K (-$119.2K)
Filed 2026-10-19
Sunrise Financial Services, LLC
DECREASED
Shares2,818 from 2,972
Change-154 (-5%)
Value$282.8K (-$12.6K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,792 from 2,437
Change+355 (+15%)
Value$280 (-$241.7K)
Filed 2026-11-02
waypoint wealth counsel
DECREASED
Shares2,657 from 2,947
Change-290 (-10%)
Value$266.7K (-$26.3K)
Filed 2026-10-22
Simon Quick Advisors, LLC
INCREASED
Shares2,619 from 2,474
Change+145 (+6%)
Value$262.8K (+$16.9K)
Filed 2026-10-26
Cooksen Wealth, LLC
UNCHANGED
Shares2,597 from 2,597
Change0 (0%)
Value$263.4K (+$5.3K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
NEW
Shares2,539
Change+2,539
Value$254.8K
Filed 2026-10-30
Beverly Hills Private Wealth, LLC
INCREASED
Shares2,535 from 2,482
Change+53 (+2%)
Value$254.4K (+$7.7K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares2,534 from 2,533
Change+1 (+0%)
Value$254.3K (+$2.4K)
Filed 2026-10-23
Miller Global Investments, LLC
DECREASED
Shares2,475 from 2,477
Change-2 (0%)
Value$248.4K (+$2.2K)
Filed 2026-10-02
Arlington Trust Co LLC
UNCHANGED
Shares2,473 from 2,473
Change0 (0%)
Value$248.2K (+$2.4K)
Filed 2026-10-20
Brandywine OAK Private Wealth LLC
DECREASED
Shares2,369 from 2,388
Change-19 (-1%)
Value$237.8K (+$385)
Filed 2026-10-23
First Citizens Bank & Trust Co
UNCHANGED
Shares2,361 from 2,361
Change0 (0%)
Value$236.9K (+$2.3K)
Filed 2026-10-14
Ironwood Wealth Management, Llc.
NEW
Shares2,308
Change+2,308
Value$231.6K
Filed 2026-10-28
Bank of New York Mellon Corp
DECREASED
Shares2,155 from 2,552
Change-397 (-16%)
Value$216.3K (-$37.4K)
Filed 2026-11-05
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares2,105 from 2,105
Change0 (0%)
Value$211.3K (+$2.0K)
Filed 2026-10-29
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,358 from 1,358
Change0 (0%)
Value$136.3K (+$1.3K)
Filed 2026-10-09
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares1,300
Change+1,300
Value$130
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares1,259 from 1,193
Change+66 (+6%)
Value$126.4K (+$7.8K)
Filed 2026-10-08
Beacon Investment Advisory Services, Inc.
DECREASED
Shares1,019 from 1,060
Change-41 (-4%)
Value$102.3K (-$3.1K)
Filed 2026-10-13
Redwood Park Advisors LLC
NEW
Shares921
Change+921
Value$92.4K
Filed 2026-11-02
Trust Co of Toledo NA
UNCHANGED
Shares846 from 846
Change0 (0%)
Value$84.9K (+$813)
Filed 2026-10-16
Blue Trust, Inc.
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$66.4K (+$635)
Filed 2026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares628 from 628
Change0 (0%)
Value$63.0K (+$603)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares575 from 154
Change+421 (+273%)
Value$57.7K (+$42.4K)
Filed 2026-10-14
Trust Co of Vermont
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$55.5K (+$531)
Filed 2026-10-21
TD Private Client Wealth LLC
UNCHANGED
Shares553 from 553
Change0 (0%)
Value$55.5K (+$531)
Filed 2026-10-28
Gamma Investing LLC
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$48.8K (+$467)
Filed 2026-10-08
Golden State Wealth Management, LLC
UNCHANGED
Shares451 from 451
Change0 (0%)
Value$45.3K (+$433)
Filed 2026-11-02
CX Institutional
NEW
Shares405
Change+405
Value$41
Filed 2026-10-02
Compass Financial Management LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$36.6K (+$350)
Filed 2026-10-30
Capital Investment Counsel, Inc
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$34.6K (+$331)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares343
Change+343
Value$34.4K
Filed 2026-10-30
Private Wealth Management Group, LLC
INCREASED
Shares289 from 191
Change+98 (+51%)
Value$29.0K (+$10.0K)
Filed 2026-10-19
Spire Wealth Management
INCREASED
Shares210 from 200
Change+10 (+5%)
Value$21.1K (+$1.2K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares208 from 128
Change+80 (+63%)
Value$20.9K (+$8.2K)
Filed 2026-11-05
Eastern Bank
NEW
Shares207
Change+207
Value$20.8K
Filed 2026-10-05
Ares Financial Consulting, LLC
INCREASED
Shares195 from 194
Change+1 (+1%)
Value$19.5K (+$265)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares193 from 65
Change+128 (+197%)
Value$19.3K (+$12.9K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
NEW
Shares163
Change+163
Value$16.4K
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$15.9K (+$152)
Filed 2026-10-23
Asset Dedication, LLC
INCREASED
Shares152 from 55
Change+97 (+176%)
Value$15.3K (+$9.8K)
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$13.3K (+$128)
Filed 2026-10-15
Archer Investment Corp
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$13.1K (+$126)
Filed 2026-11-05
James T. Borello RIA
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$12.6K (+$121)
Filed 2026-10-16
Abound Wealth Management
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$12.6K (+$121)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares112 from 81
Change+31 (+38%)
Value$11.2K (+$3.2K)
Filed 2026-10-16
Capital Investment Advisory Services, LLC
DECREASED
Shares110 from 188
Change-78 (-41%)
Value$11.2K (-$7.5K)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$11.0K (+$106)
Filed 2026-11-05
Strengthening Families & Communities, LLC
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$10.9K (+$104)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares107
Change+107
Value$10.7K
Filed 2026-10-21
Center for Financial Planning, Inc.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$7.9K (+$75)
Filed 2026-10-26
Breakwater Investment Management
DECREASED
Shares73 from 102
Change-29 (-28%)
Value$7.3K (-$2.8K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
NEW
Shares64
Change+64
Value$6.4K
Filed 2026-10-13
AlphaCore Capital LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.5K (+$53)
Filed 2026-11-04
Cape Investment Advisory, Inc.
DECREASED
Shares46 from 53
Change-7 (-13%)
Value$4.6K (-$651)
Filed 2026-10-13
Inspire Investing, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$4.1K (+$40)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares40 from 45
Change-5 (-11%)
Value$4.0K (-$459)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED
Shares40 from 44
Change-4 (-9%)
Value$4.0K (-$360)
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares37
Change+37
Value$3.7K
Filed 2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.6K (+$35)
Filed 2026-10-28
Oakworth Capital, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.0K (+$17)
Filed 2026-10-26
Parallel Advisors, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.7K (+$16)
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares16
Change+16
Value$1.6K
Filed 2026-10-30
Foresight Capital Management Advisors, Inc.
NEW
Shares14
Change+14
Value$1.4K
Filed 2026-10-27
Affinity Wealth LLC
NEW
Shares13
Change+13
Value$1.4K
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.2K (+$11)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.2K (+$11)
Filed 2026-11-04
Granite FO LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.0K (+$10)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$904 (+$9)
Filed 2026-10-23
Livelsberger Financial Advisory
NEW
Shares5
Change+5
Value$502
Filed 2026-10-28
Cullen T Bankers, Inc.
DECREASED
Shares1 from 194
Change-193 (-99%)
Value$101 (-$19.2K)
Filed 2026-10-28
Inscription Capital, LLC
CLOSED
Shares0 from 6,959
Change-6,959 (-100%)
Value$0 (-$691.7K)
Filed 2026-11-02
Mission Wealth Management, LP
CLOSED
Shares0 from 4,662
Change-4,662 (-100%)
Value$0 (-$463.4K)
Filed 2026-10-15
Convergence Financial, LLC
CLOSED
Shares0 from 2,914
Change-2,914 (-100%)
Value$0 (-$289.6K)
Filed 2026-10-27
Balefire, LLC
CLOSED
Shares0 from 2,628
Change-2,628 (-100%)
Value$0 (-$261.2K)
Filed 2026-10-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$49.2K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 410
Change-410 (-100%)
Value$0 (-$40.8K)
Filed 2026-11-02
Bokf, NA
CLOSED
Shares0 from 408
Change-408 (-100%)
Value$0 (-$40.6K)
Filed 2026-10-27
LifeSteps Financial, Inc.
CLOSED
Shares0 from 405
Change-405 (-100%)
Value$0 (-$40.3K)
Filed 2026-10-15
Albion Financial Group
CLOSED
Shares0 from 152
Change-152 (-100%)
Value$0 (-$15.1K)
Filed 2026-10-21
Cornerstone Planning Group LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$12.6K)
Filed 2026-10-16
Lanark Financial, Inc.
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-26
RMG Wealth Management LLC
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$6.4K)
Filed 2026-10-26
JPMorgan Chase & Co
N/A
Shares— from 71,652,516
Change-71,652,516 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 495,287
Change-495,287 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 478,673
Change-478,673 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 472,724
Change-472,724 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 436,699
Change-436,699 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 418,926
Change-418,926 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 374,064
Change-374,064 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 298,513
Change-298,513 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 225,500
Change-225,500 (-100%)
Value—
UBS Group AG
N/A
Shares— from 189,191
Change-189,191 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 176,688
Change-176,688 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 166,501
Change-166,501 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 146,330
Change-146,330 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 112,493
Change-112,493 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 110,732
Change-110,732 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 109,604
Change-109,604 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 107,884
Change-107,884 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 107,632
Change-107,632 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 93,081
Change-93,081 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 91,193
Change-91,193 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 61,016
Change-61,016 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 57,700
Change-57,700 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 44,436
Change-44,436 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 44,338
Change-44,338 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 40,217
Change-40,217 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 32,467
Change-32,467 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 31,771
Change-31,771 (-100%)
Value—
FMR LLC
N/A
Shares— from 31,083
Change-31,083 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 27,967
Change-27,967 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 23,902
Change-23,902 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 20,322
Change-20,322 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 19,863
Change-19,863 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 19,093
Change-19,093 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 18,126
Change-18,126 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 17,870
Change-17,870 (-100%)
Value—
Blair William & Co
N/A
Shares— from 17,469
Change-17,469 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 16,964
Change-16,964 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 16,392
Change-16,392 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 15,669
Change-15,669 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 12,385
Change-12,385 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 12,138
Change-12,138 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 11,832
Change-11,832 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,305
Change-11,305 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,503
Change-10,503 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 9,799
Change-9,799 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,767
Change-9,767 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 8,909
Change-8,909 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 8,690
Change-8,690 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 8,508
Change-8,508 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,256
Change-8,256 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,876
Change-7,876 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,571
Change-7,571 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 7,137
Change-7,137 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 6,872
Change-6,872 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,592
Change-6,592 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 6,381
Change-6,381 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 6,370
Change-6,370 (-100%)
Value—
Commerce Bank
N/A
Shares— from 6,305
Change-6,305 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 6,019
Change-6,019 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,934
Change-5,934 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 5,197
Change-5,197 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
&partners
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 4,990
Change-4,990 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,979
Change-4,979 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,739
Change-4,739 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4,606
Change-4,606 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,550
Change-4,550 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,483
Change-4,483 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Summitry LLC
N/A
Shares— from 4,302
Change-4,302 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 3,810
Change-3,810 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 3,681
Change-3,681 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 3,646
Change-3,646 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,234
Change-3,234 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 3,209
Change-3,209 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,608
Change-2,608 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 2,340
Change-2,340 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 2,229
Change-2,229 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,121
Change-2,121 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,331
Change-1,331 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,174
Change-1,174 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 981
Change-981 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 878
Change-878 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 817
Change-817 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 775
Change-775 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 743
Change-743 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 720
Change-720 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 714
Change-714 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Bayban
N/A
Shares— from 459
Change-459 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 387
Change-387 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 335
Change-335 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 330
Change-330 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 276
Change-276 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 270
Change-270 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 267
Change-267 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 254
Change-254 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 201
Change-201 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 141
Change-141 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 118
Change-118 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 56
Change-56 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 44
Change-44 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 32
Change-32 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 23
Change-23 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Assetmark, Inc
DECREASED397,043455,811-58,768-13%$45.3M$39.8M-$5.5M2026-10-21
Tradewinds Capital Management, LLC
DECREASED372,569387,374-14,805-4%$38.5M$37.4M-$1.1M2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED359,892345,680+14,212+4%$34.4M$36.1M+$1.8M2026-11-03
Strategic Investment Management, LLC
DECREASED323,000333,320-10,320-3%$33.1M$32.4M-$715.7K2026-10-20
Willis Johnson Wealth, Inc.
INCREASED270,973249,450+21,523+9%$24.8M$27.2M+$2.4M2026-11-03
City of London Investment Management Co LTD
NEW157,291—+157,291——$15.8M—2026-10-30
Bochk Asset Management Ltd
UNCHANGED110,670110,67000%$11.0M$11.1M+$106.2K2026-10-29
Thrivent Financial for Lutherans
INCREASED90,00288,275+1,727+2%$8.8M$9.0M+$241.0K2026-11-05
Greenwood Capital Associates LLC
DECREASED59,44961,784-2,335-4%$6.1M$6.0M-$175.0K2026-10-27
Silphium Asset Management Ltd
UNCHANGED58,00058,00000%$5.8M$5.8M+$55.7K2026-10-27
Choreo, LLC
DECREASED37,76737,803-360%$3.8M$3.8M+$32.7K2026-10-28
Evansbrook LLC
UNCHANGED27,56927,56900%$2.7M$2.8M+$26.5K2026-10-16
Acima Private Wealth, LLC
DECREASED27,32827,392-640%$2.7M$2.7M+$19.9K2026-10-05
Creative Planning
INCREASED20,78720,128+659+3%$2.0M$2.1M+$85.4K2026-11-02
TD Waterhouse Canada Inc.
INCREASED19,11114,634+4,477+31%$1.5M$1.9M+$459.7K2026-10-16
Truist Financial Corp
INCREASED18,36214,558+3,804+26%$1.4M$1.8M+$395.7K2026-10-30
Nolet Wealth Management, LLC
UNCHANGED11,11611,11600%$1.1M$1.1M+$10.7K2026-10-15
Y-Intercept (Hong Kong) Ltd
NEW10,958—+10,958——$1.1M—2026-10-16
Yoffe Investment Management, LLC
UNCHANGED10,54010,54000%$1.0M$1.1M+$10.1K2026-11-02
Certuity, LLC
UNCHANGED10,30810,30800%$1.0M$1.0M+$9.9K2026-11-02
Quadrant Capital Group LLC
UNCHANGED10,21510,21500%$1.0M$1.1M+$36.7K2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED8,3504,620+3,730+81%$459.2K$838.0K+$378.8K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED8,1338,101+32+0%$805.3K$816.3K+$11.0K2026-10-08
Greenwood Gearhart LLC
UNCHANGED7,2347,23400%$719.1K$726.0K+$6.9K2026-11-02
L.K. Benson & Company, P.C.
UNCHANGED7,0007,00000%$695.8K$702.5K+$6.7K2026-10-23
Koshinski Asset Management, Inc.
DECREASED6,9837,008-250%$696.6K$700.8K+$4.2K2026-10-29
Sowell Financial Services LLC
DECREASED6,4897,679-1,190-15%$763.3K$651.2K-$112.1K2026-10-23
Innealta Capital, LLC
UNCHANGED6,2496,24900%$621.2K$627.2K+$6.0K2026-11-02
Ocean Park Asset Management, LLC
UNCHANGED6,0356,03500%$599.9K$605.7K+$5.8K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED5,9184,889+1,029+21%$495.0K$593.6K+$98.5K2026-10-13
Private Trust Co NA
DECREASED5,0585,846-788-13%$581.1K$507.6K-$73.5K2026-10-20
Kestra Advisory Services, LLC
INCREASED4,9473,726+1,221+33%$370.3K$496.5K+$126.1K2026-11-02
Sapient Capital LLC
INCREASED4,6534,314+339+8%$428.8K$467.0K+$38.2K2026-10-08
Ullmann Wealth Partners Group, LLC
UNCHANGED4,3254,32500%$429.9K$434.1K+$4.2K2026-11-02
Richardson Financial Services Inc.
DECREASED4,2295,179-950-18%$514.8K$424.4K-$90.4K2026-10-30
Commonwealth Equity Services, LLC
INCREASED4,1594,109+50+1%$408.4K$417.4K+$9.0K2026-11-02
Angeles Wealth Management, LLC
UNCHANGED3,9863,98600%$396.2K$400.0K+$3.8K2026-10-26
Sigma Planning Corp
INCREASED3,9453,133+812+26%$311.4K$395.9K+$84.5K2026-10-23
Curated Wealth Partners LLC
NEW3,766—+3,766——$378.0K—2026-10-15
Morton Capital Management LLC
UNCHANGED3,5953,59500%$357.3K$360.8K+$3.5K2026-10-23
Vise Technologies, Inc.
NEW3,516—+3,516——$352.9K—2026-10-29
US Bancorp \de\
INCREASED3,4043,310+94+3%$329.0K$341.6K+$12.6K2026-11-05
Beacon Advisors Holdings, LLC
DECREASED3,3583,480-122-4%$345.9K$337.1K-$8.9K2026-10-27
Sunpointe, LLC
DECREASED3,1565,901-2,745-47%$586.6K$316.7K-$269.9K2026-10-22
Busey Bank
DECREASED3,1323,181-49-2%$316.2K$314.3K-$1.9K2026-10-26
True North Advisors, LLC
NEW3,064—+3,064——$307.5K—2026-10-22
FSM Wealth Advisors, LLC
DECREASED2,9693,228-259-8%$320.9K$301.1K-$19.7K2026-10-27
Maia Wealth LLC
DECREASED2,9314,159-1,228-30%$413.4K$294.2K-$119.2K2026-10-19
Sunrise Financial Services, LLC
DECREASED2,8182,972-154-5%$295.4K$282.8K-$12.6K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED2,7922,437+355+15%$242.0K$280-$241.7K2026-11-02
waypoint wealth counsel
DECREASED2,6572,947-290-10%$292.9K$266.7K-$26.3K2026-10-22
Simon Quick Advisors, LLC
INCREASED2,6192,474+145+6%$245.9K$262.8K+$16.9K2026-10-26
Cooksen Wealth, LLC
UNCHANGED2,5972,59700%$258.1K$263.4K+$5.3K2026-10-13
Kestra Private Wealth Services, LLC
NEW2,539—+2,539——$254.8K—2026-10-30
Beverly Hills Private Wealth, LLC
INCREASED2,5352,482+53+2%$246.7K$254.4K+$7.7K2026-11-04
HB Wealth Management, LLC
INCREASED2,5342,533+1+0%$251.9K$254.3K+$2.4K2026-10-23
Miller Global Investments, LLC
DECREASED2,4752,477-20%$246.2K$248.4K+$2.2K2026-10-02
Arlington Trust Co LLC
UNCHANGED2,4732,47300%$245.8K$248.2K+$2.4K2026-10-20
Brandywine OAK Private Wealth LLC
DECREASED2,3692,388-19-1%$237.4K$237.8K+$3852026-10-23
First Citizens Bank & Trust Co
UNCHANGED2,3612,36100%$234.7K$236.9K+$2.3K2026-10-14
Ironwood Wealth Management, Llc.
NEW2,308—+2,308——$231.6K—2026-10-28
Bank of New York Mellon Corp
DECREASED2,1552,552-397-16%$253.7K$216.3K-$37.4K2026-11-05
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED2,1052,10500%$209.2K$211.3K+$2.0K2026-10-29
Armstrong Advisory Group, Inc
UNCHANGED1,3581,35800%$135.0K$136.3K+$1.3K2026-10-09
Harel Insurance Investments & Financial Services Ltd.
NEW1,300—+1,300——$130—2026-11-02
Farther Finance Advisors, LLC
INCREASED1,2591,193+66+6%$118.6K$126.4K+$7.8K2026-10-08
Beacon Investment Advisory Services, Inc.
DECREASED1,0191,060-41-4%$105.4K$102.3K-$3.1K2026-10-13
Redwood Park Advisors LLC
NEW921—+921——$92.4K—2026-11-02
Trust Co of Toledo NA
UNCHANGED84684600%$84.1K$84.9K+$8132026-10-16
Blue Trust, Inc.
UNCHANGED66266200%$65.8K$66.4K+$6352026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED62862800%$62.4K$63.0K+$6032026-10-15
Mather Group, Llc.
INCREASED575154+421+273%$15.3K$57.7K+$42.4K2026-10-14
Trust Co of Vermont
UNCHANGED55355300%$55.0K$55.5K+$5312026-10-21
TD Private Client Wealth LLC
UNCHANGED55355300%$55.0K$55.5K+$5312026-10-28
Gamma Investing LLC
UNCHANGED48648600%$48.3K$48.8K+$4672026-10-08
Golden State Wealth Management, LLC
UNCHANGED45145100%$44.8K$45.3K+$4332026-11-02
CX Institutional
NEW405—+405——$41—2026-10-02
Compass Financial Management LLC
UNCHANGED36536500%$36.3K$36.6K+$3502026-10-30
Capital Investment Counsel, Inc
UNCHANGED34534500%$34.3K$34.6K+$3312026-10-20
Provenance Wealth Advisors, LLC
NEW343—+343——$34.4K—2026-10-30
Private Wealth Management Group, LLC
INCREASED289191+98+51%$19.0K$29.0K+$10.0K2026-10-19
Spire Wealth Management
INCREASED210200+10+5%$19.9K$21.1K+$1.2K2026-10-30
Rossby Financial, LCC
INCREASED208128+80+63%$12.7K$20.9K+$8.2K2026-11-05
Eastern Bank
NEW207—+207——$20.8K—2026-10-05
Ares Financial Consulting, LLC
INCREASED195194+1+1%$19.3K$19.5K+$2652026-10-19
Kingdom Financial Group Llc.
INCREASED19365+128+197%$6.5K$19.3K+$12.9K2026-11-04
Plante Moran Financial Advisors, LLC
NEW163—+163——$16.4K—2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED15815800%$15.7K$15.9K+$1522026-10-23
Asset Dedication, LLC
INCREASED15255+97+176%$5.5K$15.3K+$9.8K2026-11-03
Nfsg Corp
UNCHANGED13313300%$13.2K$13.3K+$1282026-10-15
Archer Investment Corp
UNCHANGED13013000%$13.0K$13.1K+$1262026-11-05
James T. Borello RIA
UNCHANGED12612600%$12.5K$12.6K+$1212026-10-16
Abound Wealth Management
UNCHANGED12612600%$12.5K$12.6K+$1212026-10-26
IFP Advisors, Inc
INCREASED11281+31+38%$8.1K$11.2K+$3.2K2026-10-16
Capital Investment Advisory Services, LLC
DECREASED110188-78-41%$18.7K$11.2K-$7.5K2026-10-30
Larson Financial Group LLC
UNCHANGED11011000%$10.9K$11.0K+$1062026-11-05
Strengthening Families & Communities, LLC
UNCHANGED10810800%$10.8K$10.9K+$1042026-10-21
Root Financial Partners, LLC
NEW107—+107——$10.7K—2026-10-21
Center for Financial Planning, Inc.
UNCHANGED797900%$7.9K$7.9K+$752026-10-26
Breakwater Investment Management
DECREASED73102-29-28%$10.1K$7.3K-$2.8K2026-10-20
Harbor Investment Advisory, LLC
NEW64—+64——$6.4K—2026-10-13
AlphaCore Capital LLC
UNCHANGED555500%$5.5K$5.5K+$532026-11-04
Cape Investment Advisory, Inc.
DECREASED4653-7-13%$5.3K$4.6K-$6512026-10-13
Inspire Investing, LLC
UNCHANGED414100%$4.1K$4.1K+$402026-10-22
CoreCap Advisors, LLC
DECREASED4045-5-11%$4.5K$4.0K-$4592026-10-08
Ashton Thomas Private Wealth, LLC
DECREASED4044-4-9%$4.4K$4.0K-$3602026-11-03
Laurel Wealth Advisors LLC
NEW37—+37——$3.7K—2026-10-27
Buck Wealth Strategies, LLC
UNCHANGED363600%$3.6K$3.6K+$352026-10-28
Oakworth Capital, Inc.
UNCHANGED202000%$2.0K$2.0K+$172026-10-26
Parallel Advisors, LLC
UNCHANGED171700%$1.7K$1.7K+$162026-11-03
Team Financial Group, LLC
NEW16—+16——$1.6K—2026-10-30
Foresight Capital Management Advisors, Inc.
NEW14—+14——$1.4K—2026-10-27
Affinity Wealth LLC
NEW13—+13——$1.4K—2026-11-03
Eukles Asset Management
UNCHANGED121200%$1.2K$1.2K+$112026-11-04
EverSource Wealth Advisors, LLC
UNCHANGED121200%$1.2K$1.2K+$112026-11-04
Granite FO LLC
UNCHANGED101000%$994$1.0K+$102026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED9900%$895$904+$92026-10-23
Livelsberger Financial Advisory
NEW5—+5——$502—2026-10-28
Cullen T Bankers, Inc.
DECREASED1194-193-99%$19.3K$101-$19.2K2026-10-28
Inscription Capital, LLC
CLOSED06,959-6,959-100%$691.7K$0-$691.7K2026-11-02
Mission Wealth Management, LP
CLOSED04,662-4,662-100%$463.4K$0-$463.4K2026-10-15
Convergence Financial, LLC
CLOSED02,914-2,914-100%$289.6K$0-$289.6K2026-10-27
Balefire, LLC
CLOSED02,628-2,628-100%$261.2K$0-$261.2K2026-10-09
AdvisorNet Financial, Inc
CLOSED0495-495-100%$49.2K$0-$49.2K2026-10-15
International Assets Investment Management, LLC
CLOSED0410-410-100%$40.8K$0-$40.8K2026-11-02
Bokf, NA
CLOSED0408-408-100%$40.6K$0-$40.6K2026-10-27
LifeSteps Financial, Inc.
CLOSED0405-405-100%$40.3K$0-$40.3K2026-10-15
Albion Financial Group
CLOSED0152-152-100%$15.1K$0-$15.1K2026-10-21
Cornerstone Planning Group LLC
CLOSED0123-123-100%$12.6K$0-$12.6K2026-10-16
Lanark Financial, Inc.
CLOSED0110-110-100%$10.9K$0-$10.9K2026-10-26
RMG Wealth Management LLC
CLOSED085-85-100%$6.4K$0-$6.4K2026-10-26
JPMorgan Chase & Co
N/A—71,652,516-71,652,516-100%$7.1B———
Envestnet Asset Management Inc
N/A—495,287-495,287-100%$49.2M———
Municipal Employees' Retirement System of Michigan
N/A—478,673-478,673-100%$47.6M———
RiverFront Investment Group, LLC
N/A—472,724-472,724-100%$47.0M———
Victory Capital Management Inc
N/A—436,699-436,699-100%$43.4M———
Elm Partners Management LLC
N/A—418,926-418,926-100%$41.6M———
HighTower Advisors, LLC
N/A—374,064-374,064-100%$37.2M———
Ameriprise Financial Inc
N/A—298,513-298,513-100%$29.7M———
Two Sigma Investments, LP
N/A—225,500-225,500-100%$22.4M———
UBS Group AG
N/A—189,191-189,191-100%$18.8M———
LPL Financial LLC
N/A—176,688-176,688-100%$17.6M———
Raymond James Financial Inc
N/A—166,501-166,501-100%$16.6M———
Rice Partnership, LLC
N/A—146,330-146,330-100%$14.5M———
Atlas Capital Advisors Inc.
N/A—112,493-112,493-100%$11.2M———
Spinnaker Trust
N/A—110,732-110,732-100%$11.0M———
Morgan Stanley
N/A—109,604-109,604-100%$10.9M———
Bank of America Corp
N/A—107,884-107,884-100%$10.7M———
Royal Bank of Canada
N/A—107,632-107,632-100%$10.7M———
Wells Fargo & Company
N/A—93,081-93,081-100%$9.3M———
Pgim Custom Harvest LLC
N/A—91,193-91,193-100%$9.1M———
Cetera Investment Advisers
N/A—61,016-61,016-100%$6.1M———
Marex Group Ltd
N/A—57,700-57,700-100%$5.7M———
Janney Montgomery Scott LLC
N/A—44,436-44,436-100%$4.4M———
Dorsey & Whitney Trust Co LLC
N/A—44,338-44,338-100%$4.4M———
Jane Street Group, LLC
N/A—40,217-40,217-100%$4.0M———
Citadel Advisors LLC
N/A—32,467-32,467-100%$3.2M———
Rockefeller Capital Management L.P.
N/A—31,771-31,771-100%$3.2M———
FMR LLC
N/A—31,083-31,083-100%$3.1M———
Bessemer Group Inc
N/A—27,967-27,967-100%$2.8M———
Quantinno Capital Management LP
N/A—23,902-23,902-100%$2.4M———
Hudson Portfolio Management LLC
N/A—20,322-20,322-100%$2.0M———
Bank of Montreal
N/A—19,863-19,863-100%$2.0M———
Northern Trust Corp
N/A—19,093-19,093-100%$1.9M———
Alaska Permanent Capital Management, LLC
N/A—18,126-18,126-100%$1.8M———
Stifel Financial Corp
N/A—17,870-17,870-100%$1.8M———
Blair William & Co
N/A—17,469-17,469-100%$1.7M———
MML Investors Services, LLC
N/A—16,964-16,964-100%$1.7M———
Fifth Third Bancorp
N/A—16,392-16,392-100%$1.6M———
Caprock Group, LLC
N/A—15,669-15,669-100%$1.6M———
Syon Capital LLC
N/A—12,385-12,385-100%$1.2M———
BlackRock, Inc.
N/A—12,138-12,138-100%$1.2M———
Flow Traders U.S. LLC
N/A—11,832-11,832-100%$1.2M———
Brown Advisory Inc
N/A—11,305-11,305-100%$1.1M———
Mariner, LLC
N/A—10,503-10,503-100%$1.0M———
Ballentine Partners, LLC
N/A—9,799-9,799-100%$974.0K———
Cresset Asset Management, LLC
N/A—9,767-9,767-100%$970.8K———
Goldman Sachs Group Inc
N/A—8,909-8,909-100%$885.6K———
D. E. Shaw & Co., Inc.
N/A—8,690-8,690-100%$863.7K———
Lumbard & Kellner, LLC
N/A—8,508-8,508-100%$845.7K———
Pathstone Holdings, LLC
N/A—8,256-8,256-100%$820.6K———
Cerity Partners LLC
N/A—8,067-8,067-100%$801.9K———
Mercer Global Advisors Inc
N/A—7,876-7,876-100%$782.9K———
OneDigital Investment Advisors LLC
N/A—7,571-7,571-100%$752.6K———
Osaic Holdings, Inc.
N/A—7,137-7,137-100%$710.6K———
Scotia Capital Inc.
N/A—6,872-6,872-100%$683.1K———
NewEdge Advisors, LLC
N/A—6,592-6,592-100%$655.2K———
Focus Partners Wealth
N/A—6,381-6,381-100%$634.3K———
Manning & Napier Advisors LLC
N/A—6,370-6,370-100%$632.1K———
Commerce Bank
N/A—6,305-6,305-100%$626.7K———
HSBC Holdings PLC
N/A—6,019-6,019-100%$598.3K———
Stephens Inc
N/A—5,934-5,934-100%$589.8K———
Brown Brothers Harriman & Co
N/A—5,872-5,872-100%$583.7K———
CVA Family Office, LLC
N/A—5,197-5,197-100%$516.6K———
Sanctuary Advisors, LLC
N/A—5,102-5,102-100%$507.1K———
&partners
N/A—5,059-5,059-100%$502.8K———
Icon Wealth Advisors, LLC
N/A—5,029-5,029-100%$499.9K———
Cloud Capital Management, LLC
N/A—4,990-4,990-100%$496.0K———
Clearstead Advisors, LLC
N/A—4,979-4,979-100%$494.9K———
UBS Asset Management Americas LLC
N/A—4,848-4,848-100%$481.9K———
Two Sigma Securities, LLC
N/A—4,745-4,745-100%$471.7K———
O'shaughnessy Asset Management, LLC
N/A—4,739-4,739-100%$471.1K———
Northwestern Mutual Wealth Management Co
N/A—4,606-4,606-100%$457.8K———
EP Wealth Advisors, LLC
N/A—4,550-4,550-100%$452.3K———
Legacy Wealth Advisors, LLC
N/A—4,499-4,499-100%$447.2K———
Vanguard National Trust Co
N/A—4,487-4,487-100%$446.0K———
Qube Research & Technologies Ltd
N/A—4,483-4,483-100%$445.6K———
PNC Financial Services Group, Inc.
N/A—4,311-4,311-100%$428.5K———
Summitry LLC
N/A—4,302-4,302-100%$427.6K———
IEQ Capital, LLC
N/A—4,051-4,051-100%$402.7K———
Gotham Asset Management, LLC
N/A—3,810-3,810-100%$378.7K———
Savant Capital, LLC
N/A—3,681-3,681-100%$368.4K———
Earned Wealth Advisors, LLC
N/A—3,646-3,646-100%$362.4K———
AQR Capital Management LLC
N/A—3,501-3,501-100%$348.0K———
National Bank of Canada
N/A—3,368-3,368-100%$335.0K———
One Wealth Management Investment & Advisory Services, LLC
N/A—3,346-3,346-100%$332.6K———
QRG Capital Management, Inc.
N/A—3,234-3,234-100%$321.5K———
Cascade Financial Partners, LLC
N/A—3,209-3,209-100%$319.0K———
Wealthspire Advisors, LLC
N/A—3,032-3,032-100%$301.4K———
Wealthfront Advisers LLC
N/A—2,944-2,944-100%$292.6K———
Evernest Financial Advisors, LLC
N/A—2,923-2,923-100%$290.5K———
Fiduciary Wealth Partners, LLC
N/A—2,901-2,901-100%$288.4K———
MAI Capital Management
N/A—2,842-2,842-100%$282.5K———
Advisors Capital Management, LLC
N/A—2,807-2,807-100%$279.0K———
Waverly Advisors, LLC
N/A—2,718-2,718-100%$270.2K———
Waterloo Capital, L.P.
N/A—2,618-2,618-100%$260.2K———
Clark Capital Management Group, Inc.
N/A—2,608-2,608-100%$259.2K———
Ironwood Investment Counsel, LLC
N/A—2,565-2,565-100%$255.0K———
Cedarwood Wealth LLC
N/A—2,513-2,513-100%$249.8K———
Westwood Holdings Group Inc
N/A—2,340-2,340-100%$232.6K———
Beacon Pointe Advisors, LLC
N/A—2,276-2,276-100%$226.2K———
Walter & Keenan Wealth Management LLC
N/A—2,254-2,254-100%$224.0K———
Natural Investments, LLC
N/A—2,229-2,229-100%$221.0K———
First American Trust, FSB
N/A—2,121-2,121-100%$210.8K———
Crewe Advisors LLC
N/A—2,100-2,100-100%$208.7K———
Captrust Financial Advisors
N/A—2,081-2,081-100%$206.9K———
Smartleaf Asset Management LLC
N/A—1,840-1,840-100%$182.6K———
Strategic Wealth Partners, Ltd.
N/A—1,540-1,540-100%$153.1K———
Federation des caisses Desjardins du Quebec
N/A—1,331-1,331-100%$132.3K———
Whittier Trust Co
N/A—1,174-1,174-100%$117.7K———
Vanguard Advisers Inc
N/A—981-981-100%$97.5K———
AE Wealth Management LLC
N/A—878-878-100%$87.3K———
Allworth Financial LP
N/A—817-817-100%$81.3K———
Franklin Resources Inc
N/A—775-775-100%$77.0K———
BFC Planning, Inc.
N/A—743-743-100%$73.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—720-720-100%$71.5K———
Russell Investments Group, Ltd.
N/A—714-714-100%$71.0K———
Steward Partners Investment Advisory, LLC
N/A—582-582-100%$57.9K———
Bayban
N/A—459-459-100%$45.6K———
ESL Trust Services, LLC
N/A—451-451-100%$44.8K———
Chesapeake Asset Management LLC
N/A—407-407-100%$40.5K———
Hantz Financial Services, Inc.
N/A—387-387-100%$38———
Atlantic Union Bankshares Corp
N/A—335-335-100%$33.3K———
Jones Financial Companies Lllp
N/A—330-330-100%$32.9K———
Wellington Grp LLC
N/A—302-302-100%$28.4K———
Harbour Investments, Inc.
N/A—276-276-100%$27.4K———
Huntington National Bank
N/A—270-270-100%$26.8K———
Arax Advisory Partners
N/A—267-267-100%$26.5K———
IFG Advisory, LLC
N/A—254-254-100%$25.2K———
Whittier Trust Co of Nevada Inc
N/A—201-201-100%$20.3K———
Aventura Private Wealth, LLC
N/A—181-181-100%$18.0K———
Longview Financial Advisors LLC
N/A—166-166-100%$16.5K———
Bartlett & Co. Wealth Management LLC
N/A—141-141-100%$14.0K———
Delos Wealth Advisors, LLC
N/A—141-141-100%$14.0K———
Continuum Advisory, LLC
N/A—136-136-100%$13.5K———
Morris Financial Concepts, Inc.
N/A—132-132-100%$13.1K———
Global Retirement Partners, LLC
N/A—122-122-100%$12.2K———
Fiduciary Financial Advisors
N/A—118-118-100%$11.7K———
Keating Financial Advisory Services, Inc.
N/A—56-56-100%$5.6K———
HHM Wealth Advisors, LLC
N/A—52-52-100%$5.2K———
Highland Investment Advisors LLC
N/A—45-45-100%$4.5K———
Tower Research Capital LLC (TRC)
N/A—44-44-100%$4.4K———
Coppell Advisory Solutions LLC
N/A—38-38-100%$1.1M———
SouthState Bank Corp
N/A—32-32-100%$3.2K———
Operose Advisors LLC
N/A—31-31-100%$3.1K———
Strive Financial Group,LLC
N/A—26-26-100%$2.6K———
Glen Eagle Advisors, LLC
N/A—25-25-100%$2.5K———
Fortis Group Advisors, LLC
N/A—23-23-100%$2.3K———
Mcguire Capital Advisors Inc
N/A—12-12-100%$1.2K———
Transamerica Financial Advisors, LLC
N/A—10-10-100%$1.0K———
Medallion Wealth Advisors, LLC
N/A—7-7-100%$696———
Showing 281 of 281 institutions