JPMorgan Activebuilders Emer (JEMA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Lido Advisors, LLC

INCREASED

Shares838,382 from 773,438

Change+64,944 (+8%)

Value$51.9M (+$2.5M)

Filed 2026-11-04

Kelly Financial Group LLC

INCREASED

Shares503,897 from 490,232

Change+13,665 (+3%)

Value$31.2M (-$129.8K)

Filed 2026-10-16

Burkett Financial Services, LLC

INCREASED

Shares353,873 from 347,312

Change+6,561 (+2%)

Value$21.9M (-$285.0K)

Filed 2026-10-01

Daymark Wealth Partners, LLC

INCREASED

Shares296,963 from 253,314

Change+43,649 (+17%)

Value$18.4M (+$2.2M)

Filed 2026-11-04

MLG Wealth Management DBA Pine Grove Financial Group

INCREASED

Shares251,164 from 237,797

Change+13,367 (+6%)

Value$15.5M (+$317.8K)

Filed 2026-10-13

Advantage Trust Co

INCREASED

Shares195,327 from 185,951

Change+9,376 (+5%)

Value$12.1M (+$210.2K)

Filed 2026-10-19

Wagner Wealth Management, LLC

DECREASED

Shares191,302 from 191,766

Change-464 (0%)

Value$11.8M (-$410.3K)

Filed 2026-10-21

Perigon Wealth Management, LLC

INCREASED

Shares122,054 from 116,753

Change+5,301 (+5%)

Value$7.6M (+$95.7K)

Filed 2026-10-22

Commonwealth Equity Services, LLC

INCREASED

Shares41,331 from 40,564

Change+767 (+2%)

Value$2.6M (-$33.3K)

Filed 2026-11-02

M Holdings Securities, Inc.

DECREASED

Shares35,771 from 35,835

Change-64 (0%)

Value$2.1K (-$109)

Filed 2026-11-03

Kestra Advisory Services, LLC

INCREASED

Shares29,940 from 29,925

Change+15 (+0%)

Value$1.9M (-$58.6K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares27,753 from 22,790

Change+4,963 (+22%)

Value$1.7M (+$286.4K)

Filed 2026-10-13

Formidable Asset Management, LLC

INCREASED

Shares27,021 from 26,002

Change+1,019 (+4%)

Value$1.7M (+$373.2K)

Filed 2026-11-03

Fortitude Financial, LLC

INCREASED

Shares26,556 from 25,888

Change+668 (+3%)

Value$1.6M (-$10.2K)

Filed 2026-10-19

WJ Wealth Management, LLC

DECREASED

Shares25,537 from 121,850

Change-96,313 (-79%)

Value$1.6M (-$6.2M)

Filed 2026-11-03

First Bank & Trust

INCREASED

Shares25,413 from 21,427

Change+3,986 (+19%)

Value$1.6M (+$204.1K)

Filed 2026-10-19

Merited Wealth, LLC

INCREASED

Shares22,731 from 21,626

Change+1,105 (+5%)

Value$1.4M (+$25.4K)

Filed 2026-10-13

Unique Wealth, LLC

INCREASED

Shares20,193 from 19,375

Change+818 (+4%)

Value$1.2M (+$12.1K)

Filed 2026-10-16

Nautilus Advisors LLC

DECREASED

Shares19,214 from 20,559

Change-1,345 (-7%)

Value$1.2M (-$94.8K)

Filed 2026-10-07

Farther Finance Advisors, LLC

DECREASED

Shares16,109 from 18,097

Change-1,988 (-11%)

Value$997.0K (-$158.2K)

Filed 2026-10-08

Vise Technologies, Inc.

INCREASED

Shares13,451 from 12,227

Change+1,224 (+10%)

Value$832.5K (+$51.4K)

Filed 2026-10-29

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares12,737 from 13,451

Change-714 (-5%)

Value$788.3K (-$71.0K)

Filed 2026-10-05

Saxony Capital Management, LLC

INCREASED

Shares12,182 from 12,141

Change+41 (+0%)

Value$753.9K (-$21.6K)

Filed 2026-10-15

3Chopt Investment Partners, LLC

INCREASED

Shares11,709 from 11,692

Change+17 (+0%)

Value$724.7K (-$22.2K)

Filed 2026-10-30

Accelerate Investment Advisors LLC

NEW

Shares11,604

Change+11,604

Value$718.2K

Filed 2026-11-02

Boyer Financial Services, Inc.

NEW

Shares11,214

Change+11,214

Value$694.0K

Filed 2026-10-23

Elevation Wealth Management LLC

INCREASED

Shares10,756 from 10,073

Change+683 (+7%)

Value$665.7K (+$22.2K)

Filed 2026-11-02

Lake Street Private Wealth, LLC

DECREASED

Shares10,126 from 10,385

Change-259 (-2%)

Value$626.7K (-$36.8K)

Filed 2026-10-22

Ascent Group, LLC

INCREASED

Shares8,267 from 8,150

Change+117 (+1%)

Value$511.6K (-$9.0K)

Filed 2026-10-30

IFP Advisors, Inc

INCREASED

Shares7,971 from 7,343

Change+628 (+9%)

Value$493.3K (+$24.3K)

Filed 2026-10-16

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares5,699 from 5,182

Change+517 (+10%)

Value$353 (-$330.6K)

Filed 2026-11-02

AdvisorNet Financial, Inc

INCREASED

Shares5,629 from 5,483

Change+146 (+3%)

Value$337.5K (-$12.8K)

Filed 2026-10-15

Dynamic Advisor Solutions LLC

UNCHANGED

Shares5,191 from 5,191

Change0 (0%)

Value$321.3K (-$10.3K)

Filed 2026-10-13

Firethorn Wealth Partners, LLC

INCREASED

Shares4,893 from 4,857

Change+36 (+1%)

Value$302.8K (-$7.4K)

Filed 2026-10-14

Ascentis Independent Advisors

NEW

Shares4,839

Change+4,839

Value$299.5K

Filed 2026-11-03

Emergent Wealth Advisors, LLC

DECREASED

Shares4,138 from 4,205

Change-67 (-2%)

Value$256.1K (-$12.5K)

Filed 2026-10-09

BIP Wealth, LLC

UNCHANGED

Shares3,868 from 3,868

Change0 (0%)

Value$239.4K (-$7.7K)

Filed 2026-10-22

Triad Wealth Partners, LLC

DECREASED

Shares3,757 from 3,816

Change-59 (-2%)

Value$232.5K (+$4.9K)

Filed 2026-10-26

MN Wealth Advisors, LLC

DECREASED

Shares3,678 from 4,701

Change-1,023 (-22%)

Value$227.7K (-$72.6K)

Filed 2026-10-23

Aegis Wealth Management, Inc.

NEW

Shares3,657

Change+3,657

Value$226.3K

Filed 2026-10-26

Ignite Planners, LLC

INCREASED

Shares3,318 from 3,166

Change+152 (+5%)

Value$205.4K (+$3.1K)

Filed 2026-10-14

Assetmark, Inc

UNCHANGED

Shares640 from 640

Change0 (0%)

Value$39.6K (-$1.3K)

Filed 2026-10-21

Cordgrass Capital Advisors, LLC

INCREASED

Shares598 from 588

Change+10 (+2%)

Value$37.0K (-$551)

Filed 2026-10-30

Harbor Investment Advisory, LLC

INCREASED

Shares94 from 40

Change+54 (+135%)

Value$5.8K (+$3.3K)

Filed 2026-10-13

Rossby Financial, LCC

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$4.7K (-$151)

Filed 2026-11-05

Private Trust Co NA

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$3.2K (-$104)

Filed 2026-10-20

Capital Investment Counsel, Inc

UNCHANGED

Shares38 from 38

Change0 (0%)

Value$2.4K (-$75)

Filed 2026-10-20

Spire Wealth Management

DECREASED

Shares36 from 37

Change-1 (-3%)

Value$2.2K (-$136)

Filed 2026-10-30

Indiana Trust & Investment Management Co

NEW

Shares26

Change+26

Value$1.6K

Filed 2026-10-22

Nova Financial LLC

NEW

Shares22

Change+22

Value$1.4K

Filed 2026-11-04

Latitude Advisors, LLC

NEW

Shares5

Change+5

Value$309

Filed 2026-10-27

TBH Global Asset Management, LLC

CLOSED

Shares0 from 22,339

Change-22,339 (-100%)

Value$0 (-$1.4M)

Filed 2026-11-03

FSA Wealth Partners, Inc.

CLOSED

Shares0 from 10,518

Change-10,518 (-100%)

Value$0 (-$671.9K)

Filed 2026-10-26

International Assets Investment Management, LLC

CLOSED

Shares0 from 374

Change-374 (-100%)

Value$0 (-$23.3K)

Filed 2026-11-02

JPMorgan Chase & Co

N/A

Shares— from 15,828,709

Change-15,828,709 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,800,049

Change-1,800,049 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 758,297

Change-758,297 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 709,308

Change-709,308 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 682,817

Change-682,817 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 611,253

Change-611,253 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 413,250

Change-413,250 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 210,936

Change-210,936 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 190,207

Change-190,207 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 160,225

Change-160,225 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 116,141

Change-116,141 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 113,994

Change-113,994 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 111,121

Change-111,121 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 76,739

Change-76,739 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 70,500

Change-70,500 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 65,445

Change-65,445 (-100%)

Value—

Wayfinding Financial, LLC

N/A

Shares— from 58,972

Change-58,972 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 53,074

Change-53,074 (-100%)

Value—

&partners

N/A

Shares— from 47,471

Change-47,471 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 41,288

Change-41,288 (-100%)

Value—

Centennial Bank

N/A

Shares— from 34,468

Change-34,468 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 33,284

Change-33,284 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 33,277

Change-33,277 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 29,517

Change-29,517 (-100%)

Value—

Nearwater Capital Markets, Ltd

N/A

Shares— from 28,000

Change-28,000 (-100%)

Value—

Hopwood Nicholas Hunter

N/A

Shares— from 25,289

Change-25,289 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 23,355

Change-23,355 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 23,013

Change-23,013 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 21,397

Change-21,397 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 19,229

Change-19,229 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 16,834

Change-16,834 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 16,012

Change-16,012 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 15,840

Change-15,840 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 14,677

Change-14,677 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 11,249

Change-11,249 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 8,377

Change-8,377 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 8,261

Change-8,261 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,158

Change-8,158 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 8,133

Change-8,133 (-100%)

Value—

Advisory Alpha, LLC

N/A

Shares— from 7,435

Change-7,435 (-100%)

Value—

Stephens Inc

N/A

Shares— from 6,700

Change-6,700 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,078

Change-5,078 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 4,805

Change-4,805 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 4,671

Change-4,671 (-100%)

Value—

Endeavor Private Wealth, Inc.

N/A

Shares— from 3,754

Change-3,754 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 3,302

Change-3,302 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,291

Change-3,291 (-100%)

Value—

Seneca House Advisors

N/A

Shares— from 3,258

Change-3,258 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 3,212

Change-3,212 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 2,033

Change-2,033 (-100%)

Value—

Tripletail Wealth Management, LLC

N/A

Shares— from 1,736

Change-1,736 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 1,237

Change-1,237 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1,235

Change-1,235 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 968

Change-968 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 816

Change-816 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 756

Change-756 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 481

Change-481 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 436

Change-436 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 421

Change-421 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 363

Change-363 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 337

Change-337 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 271

Change-271 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 93

Change-93 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 87

Change-87 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 80

Change-80 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 60

Change-60 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 3

Change-3 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Lido Advisors, LLC	INCREASED	838,382	773,438	+64,944	+8%	$49.4M	$51.9M	+$2.5M	2026-11-04
Kelly Financial Group LLC	INCREASED	503,897	490,232	+13,665	+3%	$31.3M	$31.2M	-$129.8K	2026-10-16
Burkett Financial Services, LLC	INCREASED	353,873	347,312	+6,561	+2%	$22.2M	$21.9M	-$285.0K	2026-10-01
Daymark Wealth Partners, LLC	INCREASED	296,963	253,314	+43,649	+17%	$16.2M	$18.4M	+$2.2M	2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group	INCREASED	251,164	237,797	+13,367	+6%	$15.2M	$15.5M	+$317.8K	2026-10-13
Advantage Trust Co	INCREASED	195,327	185,951	+9,376	+5%	$11.9M	$12.1M	+$210.2K	2026-10-19
Wagner Wealth Management, LLC	DECREASED	191,302	191,766	-464	0%	$12.3M	$11.8M	-$410.3K	2026-10-21
Perigon Wealth Management, LLC	INCREASED	122,054	116,753	+5,301	+5%	$7.5M	$7.6M	+$95.7K	2026-10-22
Commonwealth Equity Services, LLC	INCREASED	41,331	40,564	+767	+2%	$2.6M	$2.6M	-$33.3K	2026-11-02
M Holdings Securities, Inc.	DECREASED	35,771	35,835	-64	0%	$2.3K	$2.1K	-$109	2026-11-03
Kestra Advisory Services, LLC	INCREASED	29,940	29,925	+15	+0%	$1.9M	$1.9M	-$58.6K	2026-11-02
Wealth Enhancement Advisory Services, LLC	INCREASED	27,753	22,790	+4,963	+22%	$1.4M	$1.7M	+$286.4K	2026-10-13
Formidable Asset Management, LLC	INCREASED	27,021	26,002	+1,019	+4%	$1.4M	$1.7M	+$373.2K	2026-11-03
Fortitude Financial, LLC	INCREASED	26,556	25,888	+668	+3%	$1.7M	$1.6M	-$10.2K	2026-10-19
WJ Wealth Management, LLC	DECREASED	25,537	121,850	-96,313	-79%	$7.8M	$1.6M	-$6.2M	2026-11-03
First Bank & Trust	INCREASED	25,413	21,427	+3,986	+19%	$1.4M	$1.6M	+$204.1K	2026-10-19
Merited Wealth, LLC	INCREASED	22,731	21,626	+1,105	+5%	$1.4M	$1.4M	+$25.4K	2026-10-13
Unique Wealth, LLC	INCREASED	20,193	19,375	+818	+4%	$1.2M	$1.2M	+$12.1K	2026-10-16
Nautilus Advisors LLC	DECREASED	19,214	20,559	-1,345	-7%	$1.3M	$1.2M	-$94.8K	2026-10-07
Farther Finance Advisors, LLC	DECREASED	16,109	18,097	-1,988	-11%	$1.2M	$997.0K	-$158.2K	2026-10-08
Vise Technologies, Inc.	INCREASED	13,451	12,227	+1,224	+10%	$781.1K	$832.5K	+$51.4K	2026-10-29
MassMutual Private Wealth & Trust, FSB	DECREASED	12,737	13,451	-714	-5%	$859.3K	$788.3K	-$71.0K	2026-10-05
Saxony Capital Management, LLC	INCREASED	12,182	12,141	+41	+0%	$775.6K	$753.9K	-$21.6K	2026-10-15
3Chopt Investment Partners, LLC	INCREASED	11,709	11,692	+17	+0%	$746.9K	$724.7K	-$22.2K	2026-10-30
Accelerate Investment Advisors LLC	NEW	11,604	—	+11,604	—	—	$718.2K	—	2026-11-02
Boyer Financial Services, Inc.	NEW	11,214	—	+11,214	—	—	$694.0K	—	2026-10-23
Elevation Wealth Management LLC	INCREASED	10,756	10,073	+683	+7%	$643.5K	$665.7K	+$22.2K	2026-11-02
Lake Street Private Wealth, LLC	DECREASED	10,126	10,385	-259	-2%	$663.4K	$626.7K	-$36.8K	2026-10-22
Ascent Group, LLC	INCREASED	8,267	8,150	+117	+1%	$520.6K	$511.6K	-$9.0K	2026-10-30
IFP Advisors, Inc	INCREASED	7,971	7,343	+628	+9%	$469.1K	$493.3K	+$24.3K	2026-10-16
Cambridge Investment Research Advisors, Inc.	INCREASED	5,699	5,182	+517	+10%	$331.0K	$353	-$330.6K	2026-11-02
AdvisorNet Financial, Inc	INCREASED	5,629	5,483	+146	+3%	$350.3K	$337.5K	-$12.8K	2026-10-15
Dynamic Advisor Solutions LLC	UNCHANGED	5,191	5,191	0	0%	$331.6K	$321.3K	-$10.3K	2026-10-13
Firethorn Wealth Partners, LLC	INCREASED	4,893	4,857	+36	+1%	$310.3K	$302.8K	-$7.4K	2026-10-14
Ascentis Independent Advisors	NEW	4,839	—	+4,839	—	—	$299.5K	—	2026-11-03
Emergent Wealth Advisors, LLC	DECREASED	4,138	4,205	-67	-2%	$268.6K	$256.1K	-$12.5K	2026-10-09
BIP Wealth, LLC	UNCHANGED	3,868	3,868	0	0%	$247.1K	$239.4K	-$7.7K	2026-10-22
Triad Wealth Partners, LLC	DECREASED	3,757	3,816	-59	-2%	$227.7K	$232.5K	+$4.9K	2026-10-26
MN Wealth Advisors, LLC	DECREASED	3,678	4,701	-1,023	-22%	$300.3K	$227.7K	-$72.6K	2026-10-23
Aegis Wealth Management, Inc.	NEW	3,657	—	+3,657	—	—	$226.3K	—	2026-10-26
Ignite Planners, LLC	INCREASED	3,318	3,166	+152	+5%	$202.2K	$205.4K	+$3.1K	2026-10-14
Assetmark, Inc	UNCHANGED	640	640	0	0%	$40.9K	$39.6K	-$1.3K	2026-10-21
Cordgrass Capital Advisors, LLC	INCREASED	598	588	+10	+2%	$37.6K	$37.0K	-$551	2026-10-30
Harbor Investment Advisory, LLC	INCREASED	94	40	+54	+135%	$2.6K	$5.8K	+$3.3K	2026-10-13
Rossby Financial, LCC	UNCHANGED	76	76	0	0%	$4.9K	$4.7K	-$151	2026-11-05
Private Trust Co NA	UNCHANGED	52	52	0	0%	$3.3K	$3.2K	-$104	2026-10-20
Capital Investment Counsel, Inc	UNCHANGED	38	38	0	0%	$2.4K	$2.4K	-$75	2026-10-20
Spire Wealth Management	DECREASED	36	37	-1	-3%	$2.4K	$2.2K	-$136	2026-10-30
Indiana Trust & Investment Management Co	NEW	26	—	+26	—	—	$1.6K	—	2026-10-22
Nova Financial LLC	NEW	22	—	+22	—	—	$1.4K	—	2026-11-04
Latitude Advisors, LLC	NEW	5	—	+5	—	—	$309	—	2026-10-27
TBH Global Asset Management, LLC	CLOSED	0	22,339	-22,339	-100%	$1.4M	$0	-$1.4M	2026-11-03
FSA Wealth Partners, Inc.	CLOSED	0	10,518	-10,518	-100%	$671.9K	$0	-$671.9K	2026-10-26
International Assets Investment Management, LLC	CLOSED	0	374	-374	-100%	$23.3K	$0	-$23.3K	2026-11-02
JPMorgan Chase & Co	N/A	—	15,828,709	-15,828,709	-100%	$997.6M	—	—	—
Morgan Stanley	N/A	—	1,800,049	-1,800,049	-100%	$115.0M	—	—	—
LPL Financial LLC	N/A	—	758,297	-758,297	-100%	$48.4M	—	—	—
Janney Montgomery Scott LLC	N/A	—	709,308	-709,308	-100%	$45.3M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	682,817	-682,817	-100%	$43.6M	—	—	—
WNY Asset Management, LLC	N/A	—	611,253	-611,253	-100%	$39.0M	—	—	—
Pallas Capital Advisors LLC	N/A	—	413,250	-413,250	-100%	$26.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	210,936	-210,936	-100%	$13.5M	—	—	—
Cetera Investment Advisers	N/A	—	190,207	-190,207	-100%	$12.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	160,225	-160,225	-100%	$10.2M	—	—	—
Jane Street Group, LLC	N/A	—	116,141	-116,141	-100%	$7.4M	—	—	—
Jones Financial Companies Lllp	N/A	—	113,994	-113,994	-100%	$7.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	111,121	-111,121	-100%	$7.1M	—	—	—
Old Mission Capital LLC	N/A	—	76,739	-76,739	-100%	$4.9M	—	—	—
National Bank of Canada	N/A	—	70,500	-70,500	-100%	$4.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	65,445	-65,445	-100%	$4.2M	—	—	—
Wayfinding Financial, LLC	N/A	—	58,972	-58,972	-100%	$3.8M	—	—	—
5T Wealth, LLC	N/A	—	53,074	-53,074	-100%	$3.4M	—	—	—
&partners	N/A	—	47,471	-47,471	-100%	$3.0M	—	—	—
NewEdge Wealth, LLC	N/A	—	41,288	-41,288	-100%	$2.6M	—	—	—
Centennial Bank	N/A	—	34,468	-34,468	-100%	$2.2M	—	—	—
MML Investors Services, LLC	N/A	—	33,284	-33,284	-100%	$2.1M	—	—	—
Citadel Advisors LLC	N/A	—	33,277	-33,277	-100%	$2.1M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	29,517	-29,517	-100%	$1.9M	—	—	—
Nearwater Capital Markets, Ltd	N/A	—	28,000	-28,000	-100%	$1.8M	—	—	—
Hopwood Nicholas Hunter	N/A	—	25,289	-25,289	-100%	$1.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	23,355	-23,355	-100%	$1.5M	—	—	—
Stifel Financial Corp	N/A	—	23,013	-23,013	-100%	$1.5M	—	—	—
Natixis Advisors, LLC	N/A	—	21,397	-21,397	-100%	$1.4M	—	—	—
CreativeOne Wealth, LLC	N/A	—	19,229	-19,229	-100%	$1.2M	—	—	—
Sanctuary Advisors, LLC	N/A	—	16,834	-16,834	-100%	$1.1M	—	—	—
Capital Analysts, LLC	N/A	—	16,012	-16,012	-100%	$1.0M	—	—	—
Raymond James Financial Inc	N/A	—	15,840	-15,840	-100%	$1.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	14,677	-14,677	-100%	$937.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	11,249	-11,249	-100%	$718.6K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	8,377	-8,377	-100%	$535.1K	—	—	—
Composition Wealth, LLC	N/A	—	8,261	-8,261	-100%	$527.7K	—	—	—
Royal Bank of Canada	N/A	—	8,158	-8,158	-100%	$521.0K	—	—	—
Benjamin Edwards Inc	N/A	—	8,133	-8,133	-100%	$519.5K	—	—	—
Advisory Alpha, LLC	N/A	—	7,435	-7,435	-100%	$474.9K	—	—	—
Stephens Inc	N/A	—	6,700	-6,700	-100%	$428.0K	—	—	—
HighTower Advisors, LLC	N/A	—	5,078	-5,078	-100%	$324.4K	—	—	—
GeoWealth Management, LLC	N/A	—	4,805	-4,805	-100%	$306.9K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	4,671	-4,671	-100%	$298.4K	—	—	—
Endeavor Private Wealth, Inc.	N/A	—	3,754	-3,754	-100%	$239.8K	—	—	—
Qube Research & Technologies Ltd	N/A	—	3,302	-3,302	-100%	$210.9K	—	—	—
UBS Group AG	N/A	—	3,291	-3,291	-100%	$210.2K	—	—	—
Seneca House Advisors	N/A	—	3,258	-3,258	-100%	$208.1K	—	—	—
Equitable Holdings, Inc.	N/A	—	3,212	-3,212	-100%	$205.2K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	2,033	-2,033	-100%	$124.7K	—	—	—
Tripletail Wealth Management, LLC	N/A	—	1,736	-1,736	-100%	$106.5K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	1,237	-1,237	-100%	$79.0K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1,235	-1,235	-100%	$78.9K	—	—	—
Wells Fargo & Company	N/A	—	968	-968	-100%	$61.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	816	-816	-100%	$52.1K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	756	-756	-100%	$48.3K	—	—	—
Global Retirement Partners, LLC	N/A	—	481	-481	-100%	$30.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	436	-436	-100%	$27.9K	—	—	—
Vanguard Advisers Inc	N/A	—	421	-421	-100%	$26.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	363	-363	-100%	$23.2K	—	—	—
Synergy Investment Management, LLC	N/A	—	337	-337	-100%	$21.5K	—	—	—
LGT Financial Advisors LLC	N/A	—	271	-271	-100%	$17.3K	—	—	—
Allworth Financial LP	N/A	—	93	-93	-100%	$5.9K	—	—	—
Tidemark, LLC	N/A	—	87	-87	-100%	$5.6K	—	—	—
Fifth Third Bancorp	N/A	—	80	-80	-100%	$5.1K	—	—	—
Franklin Resources Inc	N/A	—	60	-60	-100%	$3.8K	—	—	—
Cary Street Partners Financial LLC	N/A	—	36	-36	-100%	$2.3K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	15	-15	-100%	$958	—	—	—
Russell Investments Group, Ltd.	N/A	—	3	-3	-100%	$192	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2	-2	-100%	$128	—	—	—
Harbour Investments, Inc.	N/A	—	1	-1	-100%	$64	—	—	—

Showing 125 of 125 institutions