JPM Betabuilders Intl Eqty (BBIN)

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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Assetmark, Inc

DECREASED

Shares384,250 from 432,921

Change-48,671 (-11%)

Value$30.0M (-$3.8M)

Filed 2026-10-21

Perigon Wealth Management, LLC

INCREASED

Shares359,795 from 343,632

Change+16,163 (+5%)

Value$28.1M (+$1.2M)

Filed 2026-10-22

Stonehaven Wealth & TAX Solutions, LLC

DECREASED

Shares130,848 from 154,638

Change-23,790 (-15%)

Value$10.2M (-$1.9M)

Filed 2026-10-22

Jacobi Capital Management LLC

INCREASED

Shares126,989 from 120,618

Change+6,371 (+5%)

Value$9.9M (+$484.8K)

Filed 2026-11-05

Alpha Advisors, LLC

INCREASED

Shares95,642 from 93,740

Change+1,902 (+2%)

Value$7.5M (+$139.3K)

Filed 2026-10-19

Daymark Wealth Partners, LLC

DECREASED

Shares81,423 from 82,629

Change-1,206 (-1%)

Value$6.3M (-$102.3K)

Filed 2026-11-04

Kelly Financial Group LLC

DECREASED

Shares63,020 from 64,109

Change-1,089 (-2%)

Value$4.9M (-$91.4K)

Filed 2026-10-16

Commonwealth Equity Services, LLC

INCREASED

Shares51,189 from 48,093

Change+3,096 (+6%)

Value$4.0M (+$236.6K)

Filed 2026-11-02

Northwest Wealth Advisors, LLC

INCREASED

Shares31,088 from 28,899

Change+2,189 (+8%)

Value$2.4M (+$167.8K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares22,825 from 24,491

Change-1,666 (-7%)

Value$1.8K (-$1.9M)

Filed 2026-11-02

Independent Wealth Network Inc.

INCREASED

Shares19,823 from 19,759

Change+64 (+0%)

Value$1.5M (+$3.1K)

Filed 2026-10-19

Merited Wealth, LLC

INCREASED

Shares19,318 from 18,831

Change+487 (+3%)

Value$1.5M (+$36.1K)

Filed 2026-10-13

Emerald Advisors, LLC

DECREASED

Shares18,788 from 19,072

Change-284 (-1%)

Value$1.5M (-$24.1K)

Filed 2026-10-13

MN Wealth Advisors, LLC

DECREASED

Shares18,761 from 62,499

Change-43,738 (-70%)

Value$1.5M (-$3.4M)

Filed 2026-10-23

MLG Wealth Management DBA Pine Grove Financial Group

INCREASED

Shares18,659 from 16,405

Change+2,254 (+14%)

Value$1.5M (+$174.1K)

Filed 2026-10-13

3Chopt Investment Partners, LLC

DECREASED

Shares17,073 from 17,198

Change-125 (-1%)

Value$1.3M (-$11.5K)

Filed 2026-10-30

Robertson Stephens Wealth Management, LLC

UNCHANGED

Shares15,013 from 15,013

Change0 (0%)

Value$1.2M (-$1.5K)

Filed 2026-10-16

Insight Advisors, LLC/ PA

INCREASED

Shares14,784 from 14,331

Change+453 (+3%)

Value$1.2M (+$33.9K)

Filed 2026-10-22

Ascent Group, LLC

DECREASED

Shares13,180 from 16,077

Change-2,897 (-18%)

Value$1.0M (-$227.5K)

Filed 2026-10-30

Creative Planning

DECREASED

Shares11,311 from 11,627

Change-316 (-3%)

Value$882.0K (-$25.8K)

Filed 2026-11-02

Americana Partners, LLC

INCREASED

Shares10,031 from 9,804

Change+227 (+2%)

Value$782.2K (+$16.7K)

Filed 2026-10-28

Farther Finance Advisors, LLC

DECREASED

Shares9,948 from 14,406

Change-4,458 (-31%)

Value$775.8K (-$348.9K)

Filed 2026-10-08

Truist Financial Corp

DECREASED

Shares9,405 from 9,450

Change-45 (0%)

Value$733.4K (-$4.5K)

Filed 2026-10-30

Cobblestone Asset Management LLC

INCREASED

Shares9,325 from 6,050

Change+3,275 (+54%)

Value$727.2K (+$254.8K)

Filed 2026-10-13

WealthPlan Investment Management, LLC

INCREASED

Shares8,508 from 8,417

Change+91 (+1%)

Value$663.5K (+$6.3K)

Filed 2026-10-15

Grey Ledge Advisors, LLC

INCREASED

Shares7,909 from 7,883

Change+26 (+0%)

Value$616.7K (+$1.2K)

Filed 2026-11-02

Flagship Harbor Advisors, LLC

DECREASED

Shares7,767 from 7,858

Change-91 (-1%)

Value$605.7K (-$7.9K)

Filed 2026-10-26

Elevation Wealth Management LLC

DECREASED

Shares7,484 from 7,535

Change-51 (-1%)

Value$583.6K (-$4.7K)

Filed 2026-11-02

Vise Technologies, Inc.

DECREASED

Shares7,274 from 7,787

Change-513 (-7%)

Value$567.3K (-$40.7K)

Filed 2026-10-29

Richardson Financial Services Inc.

DECREASED

Shares5,787 from 6,463

Change-676 (-10%)

Value$451.2K (-$53.4K)

Filed 2026-10-30

Ascentis Independent Advisors

NEW

Shares5,589

Change+5,589

Value$435.8K

Filed 2026-11-03

Ignite Planners, LLC

DECREASED

Shares5,442 from 5,490

Change-48 (-1%)

Value$420.5K (-$8.2K)

Filed 2026-10-14

Cabot Wealth Management Inc

NEW

Shares4,880

Change+4,880

Value$380.5K

Filed 2026-11-05

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares4,511 from 3,798

Change+713 (+19%)

Value$347.5K (+$49.4K)

Filed 2026-10-13

MGO One Seven LLC

UNCHANGED

Shares3,634 from 3,634

Change0 (0%)

Value$283.4K (-$335)

Filed 2026-10-28

SeaCrest Wealth Management, LLC

INCREASED

Shares3,416 from 3,412

Change+4 (+0%)

Value$266.3K (-$100)

Filed 2026-10-21

Independent Financial Group, LLC

INCREASED

Shares3,350 from 3,174

Change+176 (+6%)

Value$261.2K (+$13.4K)

Filed 2026-10-13

Bank of New York Mellon Corp

NEW

Shares3,148

Change+3,148

Value$245.5K

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares2,980 from 3,119

Change-139 (-4%)

Value$232.4K (-$11.2K)

Filed 2026-10-16

Capital Investment Advisory Services, LLC

DECREASED

Shares2,734 from 3,091

Change-357 (-12%)

Value$215.4K (-$25.9K)

Filed 2026-10-30

Penobscot Investment Management Company, Inc.

UNCHANGED

Shares2,587 from 2,587

Change0 (0%)

Value$201.7K (-$259)

Filed 2026-10-26

Key FInancial Inc

DECREASED

Shares1,225 from 1,304

Change-79 (-6%)

Value$95.5K (-$6.3K)

Filed 2026-11-02

AlphaCore Capital LLC

UNCHANGED

Shares1,116 from 1,116

Change0 (0%)

Value$87.0K (-$111)

Filed 2026-11-04

GK Wealth Management LLC

NEW

Shares890

Change+890

Value$69.4K

Filed 2026-10-09

US Bancorp \de\

INCREASED

Shares502 from 470

Change+32 (+7%)

Value$39.1K (+$2.4K)

Filed 2026-11-05

Fifth Third Bancorp

DECREASED

Shares460 from 873

Change-413 (-47%)

Value$35.9K (-$32.3K)

Filed 2026-11-05

Rossby Financial, LCC

UNCHANGED

Shares183 from 183

Change0 (0%)

Value$14.3K (-$19)

Filed 2026-11-05

Harbor Investment Advisory, LLC

INCREASED

Shares71 from 41

Change+30 (+73%)

Value$5.5K (+$2.3K)

Filed 2026-10-13

GGM Financial LLC

INCREASED

Shares71 from 70

Change+1 (+1%)

Value$5.5K (+$15)

Filed 2026-11-05

Capital Investment Counsel, Inc

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$4.5K (-$6)

Filed 2026-10-20

Nemes Rush Group LLC

NEW

Shares42

Change+42

Value$3.3K

Filed 2026-11-04

NBH Bank

UNCHANGED

Shares19 from 19

Change0 (0%)

Value$1.5K (-$2)

Filed 2026-11-05

Halbert Hargrove Global Advisors, LLC

DECREASED

Shares8 from 9

Change-1 (-11%)

Value$624 (-$79)

Filed 2026-10-16

TBH Global Asset Management, LLC

CLOSED

Shares0 from 6,637

Change-6,637 (-100%)

Value$0 (-$518.2K)

Filed 2026-11-03

Park Avenue Securities LLC

CLOSED

Shares0 from 2,917

Change-2,917 (-100%)

Value$0 (-$228.0K)

Filed 2026-10-26

International Assets Investment Management, LLC

CLOSED

Shares0 from 1,091

Change-1,091 (-100%)

Value$0 (-$84.6K)

Filed 2026-11-02

AdvisorNet Financial, Inc

CLOSED

Shares0 from 657

Change-657 (-100%)

Value$0 (-$51.3K)

Filed 2026-10-15

Spire Wealth Management

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$7.8K)

Filed 2026-10-30

Bfsg, LLC

CLOSED

Shares0 from 9

Change-9 (-100%)

Value$0 (-$703)

Filed 2026-10-30

EverSource Wealth Advisors, LLC

UNCHANGED

Shares0 from 0

Change0

Value$13 ($0)

Filed 2026-11-04

JPMorgan Chase & Co

N/A

Shares— from 56,351,934

Change-56,351,934 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,152,664

Change-3,152,664 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 2,375,055

Change-2,375,055 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 674,220

Change-674,220 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 651,197

Change-651,197 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 639,845

Change-639,845 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 478,595

Change-478,595 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 401,910

Change-401,910 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 397,402

Change-397,402 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 327,698

Change-327,698 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 285,017

Change-285,017 (-100%)

Value—

Pallas Capital Advisors LLC

N/A

Shares— from 278,932

Change-278,932 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 241,823

Change-241,823 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 220,104

Change-220,104 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 211,412

Change-211,412 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 158,475

Change-158,475 (-100%)

Value—

Graney & King, LLC

N/A

Shares— from 157,564

Change-157,564 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 151,498

Change-151,498 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 124,747

Change-124,747 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 114,993

Change-114,993 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 109,044

Change-109,044 (-100%)

Value—

Clearstead Advisors, LLC

N/A

Shares— from 95,010

Change-95,010 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 88,940

Change-88,940 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 63,512

Change-63,512 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 59,060

Change-59,060 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 52,854

Change-52,854 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 51,074

Change-51,074 (-100%)

Value—

Horizon Family Wealth, Inc.

N/A

Shares— from 44,288

Change-44,288 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 40,808

Change-40,808 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 21,735

Change-21,735 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 20,870

Change-20,870 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 18,738

Change-18,738 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 15,219

Change-15,219 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 9,107

Change-9,107 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 7,375

Change-7,375 (-100%)

Value—

Great Valley Advisor Group, Inc.

N/A

Shares— from 6,998

Change-6,998 (-100%)

Value—

Composition Wealth, LLC

N/A

Shares— from 6,369

Change-6,369 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 6,220

Change-6,220 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,693

Change-4,693 (-100%)

Value—

MB Generational Wealth, LLC

N/A

Shares— from 4,445

Change-4,445 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,857

Change-3,857 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 3,830

Change-3,830 (-100%)

Value—

Wealth Alliance, LLC

N/A

Shares— from 3,732

Change-3,732 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 3,693

Change-3,693 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 3,193

Change-3,193 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 3,061

Change-3,061 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 3,054

Change-3,054 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 2,859

Change-2,859 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 2,308

Change-2,308 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1,487

Change-1,487 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 983

Change-983 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 819

Change-819 (-100%)

Value—

UBS Group AG

N/A

Shares— from 449

Change-449 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 437

Change-437 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 397

Change-397 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 288

Change-288 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 266

Change-266 (-100%)

Value—

PNC Financial Services Group, Inc.

N/A

Shares— from 260

Change-260 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 152

Change-152 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 143

Change-143 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 139

Change-139 (-100%)

Value—

Institute for Wealth Management, Llc.

N/A

Shares— from 77

Change-77 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 70

Change-70 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 53

Change-53 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 4

Change-4 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Assetmark, Inc	DECREASED	384,250	432,921	-48,671	-11%	$33.8M	$30.0M	-$3.8M	2026-10-21
Perigon Wealth Management, LLC	INCREASED	359,795	343,632	+16,163	+5%	$26.8M	$28.1M	+$1.2M	2026-10-22
Stonehaven Wealth & TAX Solutions, LLC	DECREASED	130,848	154,638	-23,790	-15%	$12.1M	$10.2M	-$1.9M	2026-10-22
Jacobi Capital Management LLC	INCREASED	126,989	120,618	+6,371	+5%	$9.4M	$9.9M	+$484.8K	2026-11-05
Alpha Advisors, LLC	INCREASED	95,642	93,740	+1,902	+2%	$7.3M	$7.5M	+$139.3K	2026-10-19
Daymark Wealth Partners, LLC	DECREASED	81,423	82,629	-1,206	-1%	$6.5M	$6.3M	-$102.3K	2026-11-04
Kelly Financial Group LLC	DECREASED	63,020	64,109	-1,089	-2%	$5.0M	$4.9M	-$91.4K	2026-10-16
Commonwealth Equity Services, LLC	INCREASED	51,189	48,093	+3,096	+6%	$3.8M	$4.0M	+$236.6K	2026-11-02
Northwest Wealth Advisors, LLC	INCREASED	31,088	28,899	+2,189	+8%	$2.3M	$2.4M	+$167.8K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	22,825	24,491	-1,666	-7%	$1.9M	$1.8K	-$1.9M	2026-11-02
Independent Wealth Network Inc.	INCREASED	19,823	19,759	+64	+0%	$1.5M	$1.5M	+$3.1K	2026-10-19
Merited Wealth, LLC	INCREASED	19,318	18,831	+487	+3%	$1.5M	$1.5M	+$36.1K	2026-10-13
Emerald Advisors, LLC	DECREASED	18,788	19,072	-284	-1%	$1.5M	$1.5M	-$24.1K	2026-10-13
MN Wealth Advisors, LLC	DECREASED	18,761	62,499	-43,738	-70%	$4.9M	$1.5M	-$3.4M	2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group	INCREASED	18,659	16,405	+2,254	+14%	$1.3M	$1.5M	+$174.1K	2026-10-13
3Chopt Investment Partners, LLC	DECREASED	17,073	17,198	-125	-1%	$1.3M	$1.3M	-$11.5K	2026-10-30
Robertson Stephens Wealth Management, LLC	UNCHANGED	15,013	15,013	0	0%	$1.2M	$1.2M	-$1.5K	2026-10-16
Insight Advisors, LLC/ PA	INCREASED	14,784	14,331	+453	+3%	$1.1M	$1.2M	+$33.9K	2026-10-22
Ascent Group, LLC	DECREASED	13,180	16,077	-2,897	-18%	$1.3M	$1.0M	-$227.5K	2026-10-30
Creative Planning	DECREASED	11,311	11,627	-316	-3%	$907.9K	$882.0K	-$25.8K	2026-11-02
Americana Partners, LLC	INCREASED	10,031	9,804	+227	+2%	$765.5K	$782.2K	+$16.7K	2026-10-28
Farther Finance Advisors, LLC	DECREASED	9,948	14,406	-4,458	-31%	$1.1M	$775.8K	-$348.9K	2026-10-08
Truist Financial Corp	DECREASED	9,405	9,450	-45	0%	$737.9K	$733.4K	-$4.5K	2026-10-30
Cobblestone Asset Management LLC	INCREASED	9,325	6,050	+3,275	+54%	$472.4K	$727.2K	+$254.8K	2026-10-13
WealthPlan Investment Management, LLC	INCREASED	8,508	8,417	+91	+1%	$657.2K	$663.5K	+$6.3K	2026-10-15
Grey Ledge Advisors, LLC	INCREASED	7,909	7,883	+26	+0%	$615.5K	$616.7K	+$1.2K	2026-11-02
Flagship Harbor Advisors, LLC	DECREASED	7,767	7,858	-91	-1%	$613.5K	$605.7K	-$7.9K	2026-10-26
Elevation Wealth Management LLC	DECREASED	7,484	7,535	-51	-1%	$588.4K	$583.6K	-$4.7K	2026-11-02
Vise Technologies, Inc.	DECREASED	7,274	7,787	-513	-7%	$608.0K	$567.3K	-$40.7K	2026-10-29
Richardson Financial Services Inc.	DECREASED	5,787	6,463	-676	-10%	$504.6K	$451.2K	-$53.4K	2026-10-30
Ascentis Independent Advisors	NEW	5,589	—	+5,589	—	—	$435.8K	—	2026-11-03
Ignite Planners, LLC	DECREASED	5,442	5,490	-48	-1%	$428.7K	$420.5K	-$8.2K	2026-10-14
Cabot Wealth Management Inc	NEW	4,880	—	+4,880	—	—	$380.5K	—	2026-11-05
Wealth Enhancement Advisory Services, LLC	INCREASED	4,511	3,798	+713	+19%	$298.1K	$347.5K	+$49.4K	2026-10-13
MGO One Seven LLC	UNCHANGED	3,634	3,634	0	0%	$283.7K	$283.4K	-$335	2026-10-28
SeaCrest Wealth Management, LLC	INCREASED	3,416	3,412	+4	+0%	$266.4K	$266.3K	-$100	2026-10-21
Independent Financial Group, LLC	INCREASED	3,350	3,174	+176	+6%	$247.8K	$261.2K	+$13.4K	2026-10-13
Bank of New York Mellon Corp	NEW	3,148	—	+3,148	—	—	$245.5K	—	2026-11-05
IFP Advisors, Inc	DECREASED	2,980	3,119	-139	-4%	$243.5K	$232.4K	-$11.2K	2026-10-16
Capital Investment Advisory Services, LLC	DECREASED	2,734	3,091	-357	-12%	$241.3K	$215.4K	-$25.9K	2026-10-30
Penobscot Investment Management Company, Inc.	UNCHANGED	2,587	2,587	0	0%	$202.0K	$201.7K	-$259	2026-10-26
Key FInancial Inc	DECREASED	1,225	1,304	-79	-6%	$101.8K	$95.5K	-$6.3K	2026-11-02
AlphaCore Capital LLC	UNCHANGED	1,116	1,116	0	0%	$87.1K	$87.0K	-$111	2026-11-04
GK Wealth Management LLC	NEW	890	—	+890	—	—	$69.4K	—	2026-10-09
US Bancorp \de\	INCREASED	502	470	+32	+7%	$36.7K	$39.1K	+$2.4K	2026-11-05
Fifth Third Bancorp	DECREASED	460	873	-413	-47%	$68.2K	$35.9K	-$32.3K	2026-11-05
Rossby Financial, LCC	UNCHANGED	183	183	0	0%	$14.3K	$14.3K	-$19	2026-11-05
Harbor Investment Advisory, LLC	INCREASED	71	41	+30	+73%	$3.2K	$5.5K	+$2.3K	2026-10-13
GGM Financial LLC	INCREASED	71	70	+1	+1%	$5.5K	$5.5K	+$15	2026-11-05
Capital Investment Counsel, Inc	UNCHANGED	58	58	0	0%	$4.5K	$4.5K	-$6	2026-10-20
Nemes Rush Group LLC	NEW	42	—	+42	—	—	$3.3K	—	2026-11-04
NBH Bank	UNCHANGED	19	19	0	0%	$1.5K	$1.5K	-$2	2026-11-05
Halbert Hargrove Global Advisors, LLC	DECREASED	8	9	-1	-11%	$703	$624	-$79	2026-10-16
TBH Global Asset Management, LLC	CLOSED	0	6,637	-6,637	-100%	$518.2K	$0	-$518.2K	2026-11-03
Park Avenue Securities LLC	CLOSED	0	2,917	-2,917	-100%	$228.0K	$0	-$228.0K	2026-10-26
International Assets Investment Management, LLC	CLOSED	0	1,091	-1,091	-100%	$84.6K	$0	-$84.6K	2026-11-02
AdvisorNet Financial, Inc	CLOSED	0	657	-657	-100%	$51.3K	$0	-$51.3K	2026-10-15
Spire Wealth Management	CLOSED	0	100	-100	-100%	$7.8K	$0	-$7.8K	2026-10-30
Bfsg, LLC	CLOSED	0	9	-9	-100%	$703	$0	-$703	2026-10-30
EverSource Wealth Advisors, LLC	UNCHANGED	0	0	0	—	$13	$13	$0	2026-11-04
JPMorgan Chase & Co	N/A	—	56,351,934	-56,351,934	-100%	$4.4B	—	—	—
Morgan Stanley	N/A	—	3,152,664	-3,152,664	-100%	$246.2M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	2,375,055	-2,375,055	-100%	$185.4M	—	—	—
Bank of America Corp	N/A	—	674,220	-674,220	-100%	$52.6M	—	—	—
Aptus Capital Advisors, LLC	N/A	—	651,197	-651,197	-100%	$50.8M	—	—	—
Flow Traders U.S. LLC	N/A	—	639,845	-639,845	-100%	$50.0M	—	—	—
Jane Street Group, LLC	N/A	—	478,595	-478,595	-100%	$37.4M	—	—	—
Cetera Investment Advisers	N/A	—	401,910	-401,910	-100%	$31.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	397,402	-397,402	-100%	$31.0M	—	—	—
Neuberger Berman Group LLC	N/A	—	327,698	-327,698	-100%	$25.6M	—	—	—
LPL Financial LLC	N/A	—	285,017	-285,017	-100%	$22.3M	—	—	—
Pallas Capital Advisors LLC	N/A	—	278,932	-278,932	-100%	$21.8M	—	—	—
Advisory Services Network, LLC	N/A	—	241,823	-241,823	-100%	$18.9M	—	—	—
Rothschild Investment LLC	N/A	—	220,104	-220,104	-100%	$17.2M	—	—	—
WNY Asset Management, LLC	N/A	—	211,412	-211,412	-100%	$16.5M	—	—	—
HSBC Holdings PLC	N/A	—	158,475	-158,475	-100%	$12.4M	—	—	—
Graney & King, LLC	N/A	—	157,564	-157,564	-100%	$12.3M	—	—	—
Focus Partners Wealth	N/A	—	151,498	-151,498	-100%	$11.8M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	124,747	-124,747	-100%	$9.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	114,993	-114,993	-100%	$9.0M	—	—	—
Raymond James Financial Inc	N/A	—	109,044	-109,044	-100%	$8.5M	—	—	—
Clearstead Advisors, LLC	N/A	—	95,010	-95,010	-100%	$7.4M	—	—	—
MML Investors Services, LLC	N/A	—	88,940	-88,940	-100%	$6.9M	—	—	—
Royal Bank of Canada	N/A	—	63,512	-63,512	-100%	$5.0M	—	—	—
5T Wealth, LLC	N/A	—	59,060	-59,060	-100%	$4.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	52,854	-52,854	-100%	$4.1M	—	—	—
NewEdge Wealth, LLC	N/A	—	51,074	-51,074	-100%	$4.0M	—	—	—
Horizon Family Wealth, Inc.	N/A	—	44,288	-44,288	-100%	$3.5M	—	—	—
Private Advisor Group, LLC	N/A	—	40,808	-40,808	-100%	$3.2M	—	—	—
Principal Securities, Inc.	N/A	—	21,735	-21,735	-100%	$1.7M	—	—	—
Geneos Wealth Management Inc.	N/A	—	20,870	-20,870	-100%	$1.6M	—	—	—
Sanctuary Advisors, LLC	N/A	—	18,738	-18,738	-100%	$1.5M	—	—	—
Equitable Holdings, Inc.	N/A	—	15,219	-15,219	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	9,107	-9,107	-100%	$711.1K	—	—	—
Summit Financial, LLC	N/A	—	7,375	-7,375	-100%	$575.8K	—	—	—
Great Valley Advisor Group, Inc.	N/A	—	6,998	-6,998	-100%	$546.8K	—	—	—
Composition Wealth, LLC	N/A	—	6,369	-6,369	-100%	$497.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	6,220	-6,220	-100%	$485.7K	—	—	—
FMR LLC	N/A	—	4,693	-4,693	-100%	$366.4K	—	—	—
MB Generational Wealth, LLC	N/A	—	4,445	-4,445	-100%	$347.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,857	-3,857	-100%	$301.0K	—	—	—
Ameriprise Financial Inc	N/A	—	3,830	-3,830	-100%	$299.0K	—	—	—
Wealth Alliance, LLC	N/A	—	3,732	-3,732	-100%	$291.4K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	3,693	-3,693	-100%	$289.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	3,193	-3,193	-100%	$249.3K	—	—	—
Vanguard Advisers Inc	N/A	—	3,061	-3,061	-100%	$239.0K	—	—	—
IHT Wealth Management, LLC	N/A	—	3,054	-3,054	-100%	$238.5K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	2,859	-2,859	-100%	$223.2K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	2,308	-2,308	-100%	$180.2K	—	—	—
Qube Research & Technologies Ltd	N/A	—	1,487	-1,487	-100%	$116.1K	—	—	—
Whittier Trust Co	N/A	—	983	-983	-100%	$78.0K	—	—	—
BlackRock, Inc.	N/A	—	819	-819	-100%	$63.9K	—	—	—
UBS Group AG	N/A	—	449	-449	-100%	$35.1K	—	—	—
Synergy Investment Management, LLC	N/A	—	437	-437	-100%	$34.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	397	-397	-100%	$31.0K	—	—	—
BFC Planning, Inc.	N/A	—	288	-288	-100%	$22.5K	—	—	—
Allworth Financial LP	N/A	—	266	-266	-100%	$20.8K	—	—	—
PNC Financial Services Group, Inc.	N/A	—	260	-260	-100%	$20.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	152	-152	-100%	$11.8K	—	—	—
Vision Retirement, LLC	N/A	—	143	-143	-100%	$11.2K	—	—	—
LGT Financial Advisors LLC	N/A	—	139	-139	-100%	$10.9K	—	—	—
Institute for Wealth Management, Llc.	N/A	—	77	-77	-100%	$6.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	70	-70	-100%	$5.5K	—	—	—
Bank of Montreal	N/A	—	53	-53	-100%	$4.1K	—	—	—
Quent Capital, LLC	N/A	—	17	-17	-100%	$1.3K	—	—	—
Russell Investments Group, Ltd.	N/A	—	4	-4	-100%	$312	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$39	—	—	—
Harbour Investments, Inc.	N/A	—	1	-1	-100%	$78	—	—	—

Showing 128 of 128 institutions