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JPMorgan Betabuilders Develo (BBAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Financial Management Professionals, Inc.
INCREASED
Shares160,411 from 155,296
Change+5,115 (+3%)
Value$9.9M (+$599.8K)
Filed 2026-10-23
Simon Quick Advisors, LLC
DECREASED
Shares145,940 from 172,441
Change-26,501 (-15%)
Value$9.0M (-$1.3M)
Filed 2026-10-26
Choreo, LLC
DECREASED
Shares36,254 from 36,531
Change-277 (-1%)
Value$2.2M (+$49.8K)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED
Shares20,528 from 20,653
Change-125 (-1%)
Value$1.3M (+$30.1K)
Filed 2026-10-22
Certuity, LLC
UNCHANGED
Shares13,832 from 13,832
Change0 (0%)
Value$853.4K (+$25.3K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares11,020 from 11,374
Change-354 (-3%)
Value$679.9K (-$1.0K)
Filed 2026-11-02
Nolet Wealth Management, LLC
UNCHANGED
Shares10,638 from 10,638
Change0 (0%)
Value$656.4K (+$19.5K)
Filed 2026-10-15
Sagespring Wealth Partners, LLC
NEW
Shares9,523
Change+9,523
Value$587.6K
Filed 2026-10-22
Greenwood Gearhart LLC
UNCHANGED
Shares8,375 from 8,375
Change0 (0%)
Value$516.7K (+$15.3K)
Filed 2026-11-02
FSM Wealth Advisors, LLC
UNCHANGED
Shares4,588 from 4,588
Change0 (0%)
Value$279.1K (+$4.4K)
Filed 2026-10-27
Morton Capital Management LLC
INCREASED
Shares4,250 from 4,023
Change+227 (+6%)
Value$262.2K (+$21.4K)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares4,172 from 3,937
Change+235 (+6%)
Value$257.4K (+$21.7K)
Filed 2026-10-30
Curated Wealth Partners LLC
NEW
Shares3,934
Change+3,934
Value$242.7K
Filed 2026-10-15
waypoint wealth counsel
UNCHANGED
Shares3,511 from 3,511
Change0 (0%)
Value$216.6K (+$6.4K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW
Shares3,379
Change+3,379
Value$208.5K
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
NEW
Shares3,306
Change+3,306
Value$201.1K
Filed 2026-10-13
Exchange Traded Concepts, LLC
UNCHANGED
Shares2,925 from 2,925
Change0 (0%)
Value$180.5K (+$5.4K)
Filed 2026-10-28
Arlington Trust Co LLC
UNCHANGED
Shares2,745 from 2,745
Change0 (0%)
Value$169.4K (+$5.0K)
Filed 2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$84.3K (+$2.5K)
Filed 2026-10-09
Creative Financial Designs Inc
NEW
Shares1,068
Change+1,068
Value$65.9K
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$65.3K (+$1.9K)
Filed 2026-10-20
Redwood Park Advisors LLC
NEW
Shares985
Change+985
Value$60.8K
Filed 2026-11-02
Trust Co of Toledo NA
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$52.8K (+$1.6K)
Filed 2026-10-16
Beacon Investment Advisory Services, Inc.
DECREASED
Shares841 from 885
Change-44 (-5%)
Value$51.9K (-$1.1K)
Filed 2026-10-13
Mather Group, Llc.
INCREASED
Shares691 from 225
Change+466 (+207%)
Value$42.6K (+$29.2K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares602 from 530
Change+72 (+14%)
Value$37.1K (+$5.4K)
Filed 2026-10-08
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares592 from 592
Change0 (0%)
Value$37 (+$2)
Filed 2026-10-14
Golden State Wealth Management, LLC
UNCHANGED
Shares531 from 531
Change0 (0%)
Value$32.8K (+$972)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares515 from 499
Change+16 (+3%)
Value$31.8K (+$1.9K)
Filed 2026-10-21
CX Institutional
NEW
Shares498
Change+498
Value$31
Filed 2026-10-02
Private Wealth Management Group, LLC
INCREASED
Shares465 from 307
Change+158 (+51%)
Value$28.7K (+$10.3K)
Filed 2026-10-19
Parallel Advisors, LLC
NEW
Shares417
Change+417
Value$25.7K
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares376 from 376
Change0 (0%)
Value$23.2K (+$688)
Filed 2026-10-30
Signaturefd, LLC
UNCHANGED
Shares363 from 363
Change0 (0%)
Value$22.4K (+$664)
Filed 2026-10-23
Eastern Bank
NEW
Shares321
Change+321
Value$19.8K
Filed 2026-10-05
Ares Financial Consulting, LLC
INCREASED
Shares317 from 313
Change+4 (+1%)
Value$19.5K (+$818)
Filed 2026-10-19
Kingdom Financial Group Llc.
INCREASED
Shares279 from 74
Change+205 (+277%)
Value$17.2K (+$12.8K)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$15.5K (+$460)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares241 from 241
Change0 (0%)
Value$14.9K (+$441)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares236
Change+236
Value$14.6K
Filed 2026-10-30
Plante Moran Financial Advisors, LLC
NEW
Shares223
Change+223
Value$13.8K
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares192 from 193
Change-1 (-1%)
Value$11.8K (+$291)
Filed 2026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$10.9K (+$324)
Filed 2026-10-15
Nfsg Corp
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$8.9K (+$266)
Filed 2026-10-15
Gamma Investing LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$8.9K (+$264)
Filed 2026-10-08
Strengthening Families & Communities, LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$7.7K (+$227)
Filed 2026-10-21
Larson Financial Group LLC
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$7.7K (+$227)
Filed 2026-11-05
Laurel Wealth Advisors LLC
NEW
Shares119
Change+119
Value$7.3K
Filed 2026-10-27
Asset Dedication, LLC
NEW
Shares118
Change+118
Value$7.3K
Filed 2026-11-03
Angeles Wealth Management, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$7.2K (+$212)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares110
Change+110
Value$6.8K
Filed 2026-10-21
Harbor Investment Advisory, LLC
NEW
Shares110
Change+110
Value$6.8K
Filed 2026-10-13
Archer Investment Corp
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$6.6K (+$194)
Filed 2026-11-05
Breakwater Investment Management
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$5.7K (+$168)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares86 from 26
Change+60 (+231%)
Value$5.3K (+$3.7K)
Filed 2026-10-08
Covestor Ltd
DECREASED
Shares53 from 60
Change-7 (-12%)
Value$3 (-$1)
Filed 2026-10-30
Inspire Investing, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.7K (+$79)
Filed 2026-10-22
IFP Advisors, Inc
NEW
Shares37
Change+37
Value$2.3K
Filed 2026-10-16
Team Financial Group, LLC
NEW
Shares25
Change+25
Value$1.5K
Filed 2026-10-30
Oakworth Capital, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.5K (+$59)
Filed 2026-10-26
Princeton Global Asset Management LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.5K (+$44)
Filed 2026-10-21
Foresight Capital Management Advisors, Inc.
NEW
Shares22
Change+22
Value$1.4K
Filed 2026-10-27
Affinity Wealth LLC
NEW
Shares15
Change+15
Value$930
Filed 2026-11-03
Eukles Asset Management
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$864 (+$26)
Filed 2026-11-04
Granite FO LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$740 (+$22)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares9 from 10
Change-1 (-10%)
Value$555 (-$44)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 19,108
Change-19,108 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-16
Inscription Capital, LLC
CLOSED
Shares0 from 3,398
Change-3,398 (-100%)
Value$0 (-$203.4K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 657
Change-657 (-100%)
Value$0 (-$39.0K)
Filed 2026-11-02
Bokf, NA
CLOSED
Shares0 from 551
Change-551 (-100%)
Value$0 (-$33.0K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 295
Change-295 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-14
Cullen T Bankers, Inc.
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-28
Lanark Financial, Inc.
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 39
Change-39 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-15
JPMorgan Chase & Co
N/A
Shares— from 85,864,361
Change-85,864,361 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,927,854
Change-9,927,854 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 486,705
Change-486,705 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 355,019
Change-355,019 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 240,535
Change-240,535 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 200,365
Change-200,365 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 120,002
Change-120,002 (-100%)
Value—
UBS Group AG
N/A
Shares— from 98,879
Change-98,879 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 75,620
Change-75,620 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 72,374
Change-72,374 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 66,634
Change-66,634 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 45,527
Change-45,527 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 39,853
Change-39,853 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 31,609
Change-31,609 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 30,226
Change-30,226 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 16,473
Change-16,473 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 15,680
Change-15,680 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,656
Change-15,656 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,601
Change-13,601 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 13,189
Change-13,189 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,682
Change-11,682 (-100%)
Value—
Summitry LLC
N/A
Shares— from 11,518
Change-11,518 (-100%)
Value—
Blair William & Co
N/A
Shares— from 10,827
Change-10,827 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,056
Change-9,056 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,999
Change-8,999 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 8,435
Change-8,435 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,389
Change-8,389 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,193
Change-8,193 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,776
Change-7,776 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 6,548
Change-6,548 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 6,402
Change-6,402 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 6,034
Change-6,034 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 5,109
Change-5,109 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,836
Change-4,836 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Bayban
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,578
Change-3,578 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,691
Change-2,691 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,653
Change-1,653 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,004
Change-1,004 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 803
Change-803 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 673
Change-673 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 673
Change-673 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 664
Change-664 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 582
Change-582 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 498
Change-498 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 487
Change-487 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 463
Change-463 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 345
Change-345 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 265
Change-265 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 262
Change-262 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 252
Change-252 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 168
Change-168 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 83
Change-83 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 64
Change-64 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 35
Change-35 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 25
Change-25 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5
Change-5 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Financial Management Professionals, Inc.
INCREASED160,411155,296+5,115+3%$9.3M$9.9M+$599.8K2026-10-23
Simon Quick Advisors, LLC
DECREASED145,940172,441-26,501-15%$10.3M$9.0M-$1.3M2026-10-26
Choreo, LLC
DECREASED36,25436,531-277-1%$2.2M$2.2M+$49.8K2026-10-28
Badgley Phelps Wealth Managers, LLC
DECREASED20,52820,653-125-1%$1.2M$1.3M+$30.1K2026-10-22
Certuity, LLC
UNCHANGED13,83213,83200%$828.1K$853.4K+$25.3K2026-11-02
Creative Planning
DECREASED11,02011,374-354-3%$681.0K$679.9K-$1.0K2026-11-02
Nolet Wealth Management, LLC
UNCHANGED10,63810,63800%$636.9K$656.4K+$19.5K2026-10-15
Sagespring Wealth Partners, LLC
NEW9,523—+9,523——$587.6K—2026-10-22
Greenwood Gearhart LLC
UNCHANGED8,3758,37500%$501.4K$516.7K+$15.3K2026-11-02
FSM Wealth Advisors, LLC
UNCHANGED4,5884,58800%$274.7K$279.1K+$4.4K2026-10-27
Morton Capital Management LLC
INCREASED4,2504,023+227+6%$240.9K$262.2K+$21.4K2026-10-23
Truist Financial Corp
INCREASED4,1723,937+235+6%$235.7K$257.4K+$21.7K2026-10-30
Curated Wealth Partners LLC
NEW3,934—+3,934——$242.7K—2026-10-15
waypoint wealth counsel
UNCHANGED3,5113,51100%$210.2K$216.6K+$6.4K2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW3,379—+3,379——$208.5K—2026-10-16
Wealth Enhancement Advisory Services, LLC
NEW3,306—+3,306——$201.1K—2026-10-13
Exchange Traded Concepts, LLC
UNCHANGED2,9252,92500%$175.1K$180.5K+$5.4K2026-10-28
Arlington Trust Co LLC
UNCHANGED2,7452,74500%$164.3K$169.4K+$5.0K2026-10-20
Armstrong Advisory Group, Inc
UNCHANGED1,3661,36600%$81.8K$84.3K+$2.5K2026-10-09
Creative Financial Designs Inc
NEW1,068—+1,068——$65.9K—2026-11-04
Private Trust Co NA
UNCHANGED1,0591,05900%$63.4K$65.3K+$1.9K2026-10-20
Redwood Park Advisors LLC
NEW985—+985——$60.8K—2026-11-02
Trust Co of Toledo NA
UNCHANGED85685600%$51.2K$52.8K+$1.6K2026-10-16
Beacon Investment Advisory Services, Inc.
DECREASED841885-44-5%$53.0K$51.9K-$1.1K2026-10-13
Mather Group, Llc.
INCREASED691225+466+207%$13.5K$42.6K+$29.2K2026-10-14
Farther Finance Advisors, LLC
INCREASED602530+72+14%$31.7K$37.1K+$5.4K2026-10-08
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED59259200%$35$37+$22026-10-14
Golden State Wealth Management, LLC
UNCHANGED53153100%$31.8K$32.8K+$9722026-11-02
Assetmark, Inc
INCREASED515499+16+3%$29.9K$31.8K+$1.9K2026-10-21
CX Institutional
NEW498—+498——$31—2026-10-02
Private Wealth Management Group, LLC
INCREASED465307+158+51%$18.4K$28.7K+$10.3K2026-10-19
Parallel Advisors, LLC
NEW417—+417——$25.7K—2026-11-03
Compass Financial Management LLC
UNCHANGED37637600%$22.5K$23.2K+$6882026-10-30
Signaturefd, LLC
UNCHANGED36336300%$21.7K$22.4K+$6642026-10-23
Eastern Bank
NEW321—+321——$19.8K—2026-10-05
Ares Financial Consulting, LLC
INCREASED317313+4+1%$18.7K$19.5K+$8182026-10-19
Kingdom Financial Group Llc.
INCREASED27974+205+277%$4.4K$17.2K+$12.8K2026-11-04
Spire Wealth Management
UNCHANGED25125100%$15.0K$15.5K+$4602026-10-30
Wilmington Savings Fund Society, FSB
UNCHANGED24124100%$14.4K$14.9K+$4412026-10-23
Provenance Wealth Advisors, LLC
NEW236—+236——$14.6K—2026-10-30
Plante Moran Financial Advisors, LLC
NEW223—+223——$13.8K—2026-11-04
Blue Trust, Inc.
DECREASED192193-1-1%$11.6K$11.8K+$2912026-10-15
Turtle Creek Wealth Advisors, LLC
UNCHANGED17717700%$10.6K$10.9K+$3242026-10-15
Nfsg Corp
UNCHANGED14514500%$8.7K$8.9K+$2662026-10-15
Gamma Investing LLC
UNCHANGED14414400%$8.6K$8.9K+$2642026-10-08
Strengthening Families & Communities, LLC
UNCHANGED12412400%$7.4K$7.7K+$2272026-10-21
Larson Financial Group LLC
UNCHANGED12412400%$7.4K$7.7K+$2272026-11-05
Laurel Wealth Advisors LLC
NEW119—+119——$7.3K—2026-10-27
Asset Dedication, LLC
NEW118—+118——$7.3K—2026-11-03
Angeles Wealth Management, LLC
UNCHANGED11611600%$6.9K$7.2K+$2122026-10-26
Root Financial Partners, LLC
NEW110—+110——$6.8K—2026-10-21
Harbor Investment Advisory, LLC
NEW110—+110——$6.8K—2026-10-13
Archer Investment Corp
UNCHANGED10610600%$6.4K$6.6K+$1942026-11-05
Breakwater Investment Management
UNCHANGED929200%$5.5K$5.7K+$1682026-10-20
CoreCap Advisors, LLC
INCREASED8626+60+231%$1.6K$5.3K+$3.7K2026-10-08
Covestor Ltd
DECREASED5360-7-12%$4$3-$12026-10-30
Inspire Investing, LLC
UNCHANGED434300%$2.6K$2.7K+$792026-10-22
IFP Advisors, Inc
NEW37—+37——$2.3K—2026-10-16
Team Financial Group, LLC
NEW25—+25——$1.5K—2026-10-30
Oakworth Capital, Inc.
UNCHANGED252500%$1.5K$1.5K+$592026-10-26
Princeton Global Asset Management LLC
UNCHANGED242400%$1.4K$1.5K+$442026-10-21
Foresight Capital Management Advisors, Inc.
NEW22—+22——$1.4K—2026-10-27
Affinity Wealth LLC
NEW15—+15——$930—2026-11-03
Eukles Asset Management
UNCHANGED141400%$838$864+$262026-11-04
Granite FO LLC
UNCHANGED121200%$718$740+$222026-10-14
EverSource Wealth Advisors, LLC
DECREASED910-1-10%$599$555-$442026-11-04
Robertson Stephens Wealth Management, LLC
CLOSED019,108-19,108-100%$1.1M$0-$1.1M2026-10-16
Inscription Capital, LLC
CLOSED03,398-3,398-100%$203.4K$0-$203.4K2026-11-02
International Assets Investment Management, LLC
CLOSED0657-657-100%$39.0K$0-$39.0K2026-11-02
Bokf, NA
CLOSED0551-551-100%$33.0K$0-$33.0K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0295-295-100%$17.7K$0-$17.7K2026-10-14
Cullen T Bankers, Inc.
CLOSED0192-192-100%$11.5K$0-$11.5K2026-10-28
Lanark Financial, Inc.
CLOSED0120-120-100%$7.2K$0-$7.2K2026-10-26
AdvisorNet Financial, Inc
CLOSED039-39-100%$2.3K$0-$2.3K2026-10-15
JPMorgan Chase & Co
N/A—85,864,361-85,864,361-100%$5.2B———
Bank of America Corp
N/A—9,927,854-9,927,854-100%$594.4M———
Jupiter Topco LLC
N/A—486,705-486,705-100%$29.1M———
Morgan Stanley
N/A—355,019-355,019-100%$21.3M———
Jane Street Group, LLC
N/A—240,535-240,535-100%$14.4M———
Atlas Capital Advisors Inc.
N/A—200,365-200,365-100%$12.0M———
LPL Financial LLC
N/A—120,002-120,002-100%$7.2M———
UBS Group AG
N/A—98,879-98,879-100%$5.9M———
Pgim Custom Harvest LLC
N/A—75,620-75,620-100%$4.5M———
Wells Fargo & Company
N/A—72,374-72,374-100%$4.3M———
Northern Trust Corp
N/A—66,634-66,634-100%$4.0M———
Syon Capital LLC
N/A—45,527-45,527-100%$2.7M———
Rockefeller Capital Management L.P.
N/A—39,853-39,853-100%$2.4M———
Quantinno Capital Management LP
N/A—31,609-31,609-100%$1.9M———
MML Investors Services, LLC
N/A—30,226-30,226-100%$1.8M———
Brown Advisory Inc
N/A—16,473-16,473-100%$986.2K———
Fifth Third Bancorp
N/A—15,680-15,680-100%$938.8K———
Raymond James Financial Inc
N/A—15,656-15,656-100%$937.3K———
FMR LLC
N/A—13,601-13,601-100%$814.3K———
Circle Wealth Management, LLC
N/A—13,189-13,189-100%$789.6K———
Envestnet Asset Management Inc
N/A—11,682-11,682-100%$699.4K———
Summitry LLC
N/A—11,518-11,518-100%$689.6K———
Blair William & Co
N/A—10,827-10,827-100%$648.2K———
Northwestern Mutual Wealth Management Co
N/A—9,056-9,056-100%$542.2K———
OneDigital Investment Advisors LLC
N/A—8,999-8,999-100%$538.7K———
Municipal Employees' Retirement System of Michigan
N/A—8,785-8,785-100%$526.0K———
Ballentine Partners, LLC
N/A—8,435-8,435-100%$505.0K———
Cetera Investment Advisers
N/A—8,389-8,389-100%$502.2K———
Dorsey & Whitney Trust Co LLC
N/A—8,193-8,193-100%$490.5K———
Stephens Inc
N/A—7,776-7,776-100%$465.5K———
Icon Wealth Advisors, LLC
N/A—7,365-7,365-100%$440.9K———
Brown Brothers Harriman & Co
N/A—6,548-6,548-100%$392.0K———
US Bancorp \de\
N/A—6,402-6,402-100%$383.3K———
Pathstone Holdings, LLC
N/A—6,034-6,034-100%$361.3K———
Legacy Wealth Advisors, LLC
N/A—5,240-5,240-100%$313.7K———
Cloud Capital Management, LLC
N/A—5,109-5,109-100%$305.0K———
IEQ Capital, LLC
N/A—4,836-4,836-100%$289.5K———
Cerity Partners LLC
N/A—4,613-4,613-100%$276.2K———
Clearstead Advisors, LLC
N/A—3,941-3,941-100%$235.9K———
Osaic Holdings, Inc.
N/A—3,909-3,909-100%$234.2K———
Bayban
N/A—3,722-3,722-100%$222.8K———
Focus Partners Wealth
N/A—3,604-3,604-100%$215.8K———
Mercer Global Advisors Inc
N/A—3,578-3,578-100%$214.2K———
Waverly Advisors, LLC
N/A—2,800-2,800-100%$167.6K———
PNC Financial Services Group, Inc.
N/A—2,691-2,691-100%$161.1K———
Royal Bank of Canada
N/A—2,414-2,414-100%$145.0K———
EP Wealth Advisors, LLC
N/A—2,116-2,116-100%$126.7K———
BlackRock, Inc.
N/A—1,838-1,838-100%$110.0K———
Whittier Trust Co
N/A—1,738-1,738-100%$105.3K———
Crewe Advisors LLC
N/A—1,653-1,653-100%$99.0K———
Bessemer Group Inc
N/A—1,059-1,059-100%$63.0K———
UBS Asset Management Americas LLC
N/A—1,004-1,004-100%$60.1K———
O'shaughnessy Asset Management, LLC
N/A—858-858-100%$51.4K———
Russell Investments Group, Ltd.
N/A—803-803-100%$48.1K———
AE Wealth Management LLC
N/A—747-747-100%$44.7K———
BFC Planning, Inc.
N/A—673-673-100%$40.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—673-673-100%$40.3K———
Huntington National Bank
N/A—664-664-100%$39.8K———
Bank of Montreal
N/A—582-582-100%$34.8K———
Jones Financial Companies Lllp
N/A—498-498-100%$29.8K———
ESL Trust Services, LLC
N/A—487-487-100%$29.2K———
Franklin Resources Inc
N/A—463-463-100%$27.7K———
Wellington Grp LLC
N/A—385-385-100%$22.9K———
Avalon Trust Co
N/A—345-345-100%$20.7K———
NewEdge Advisors, LLC
N/A—272-272-100%$16.3K———
Hantz Financial Services, Inc.
N/A—265-265-100%$16.0K———
Arax Advisory Partners
N/A—262-262-100%$15.7K———
Harbour Investments, Inc.
N/A—252-252-100%$15.1K———
Atlantic Union Bankshares Corp
N/A—168-168-100%$10.1K———
Smartleaf Asset Management LLC
N/A—164-164-100%$9.8K———
Aventura Private Wealth, LLC
N/A—138-138-100%$8.3K———
CVA Family Office, LLC
N/A—128-128-100%$7.7K———
Steward Partners Investment Advisory, LLC
N/A—83-83-100%$5.0K———
HHM Wealth Advisors, LLC
N/A—73-73-100%$4.4K———
Allworth Financial LP
N/A—64-64-100%$3.8K———
Strategic Wealth Partners, Ltd.
N/A—61-61-100%$3.7K———
Global Retirement Partners, LLC
N/A—60-60-100%$3.6K———
Morris Financial Concepts, Inc.
N/A—45-45-100%$2.7K———
Operose Advisors LLC
N/A—36-36-100%$2.2K———
Continuum Advisory, LLC
N/A—36-36-100%$2.2K———
Ancora Advisors LLCA
N/A—35-35-100%$2.1K———
Vanguard National Trust Co
N/A—25-25-100%$1.5K———
Glen Eagle Advisors, LLC
N/A—18-18-100%$1.1K———
Mcguire Capital Advisors Inc
N/A—18-18-100%$1.1K———
Fortis Group Advisors, LLC
N/A—14-14-100%$838———
Tower Research Capital LLC (TRC)
N/A—5-5-100%$299———
Bartlett & Co. Wealth Management LLC
N/A—4-4-100%$239———
Showing 161 of 161 institutions