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JPMorgan Betabuilders US EQU (BBUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED
Shares1,275,000 from 1,275,000
Change0 (0%)
Value$175.4M (+$3.6M)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
DECREASED
Shares651,442 from 662,346
Change-10,904 (-2%)
Value$89.6M (+$394.2K)
Filed 2026-11-04
Wealth Group Ltd
INCREASED
Shares641,322 from 628,517
Change+12,805 (+2%)
Value$89.2M (+$4.5M)
Filed 2026-10-07
Assetmark, Inc
INCREASED
Shares631,147 from 627,996
Change+3,151 (+1%)
Value$86.8M (+$2.2M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares560,456 from 575,763
Change-15,307 (-3%)
Value$77.1K (-$77.5M)
Filed 2026-11-02
Kelly Financial Group LLC
INCREASED
Shares525,879 from 525,852
Change+27 (+0%)
Value$72.4M (+$1.5M)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares493,476 from 475,747
Change+17,729 (+4%)
Value$67.9M (+$3.8M)
Filed 2026-10-22
MN Wealth Advisors, LLC
INCREASED
Shares314,829 from 290,843
Change+23,986 (+8%)
Value$43.3M (+$4.1M)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED
Shares238,606 from 251,982
Change-13,376 (-5%)
Value$32.8M (-$1.1M)
Filed 2026-10-16
Park Avenue Securities LLC
DECREASED
Shares216,892 from 233,818
Change-16,926 (-7%)
Value$29.8K (-$31.5M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares182,319 from 178,000
Change+4,319 (+2%)
Value$25.1M (+$1.1M)
Filed 2026-11-02
Gradient Investments LLC
DECREASED
Shares130,200 from 148,653
Change-18,453 (-12%)
Value$17.9M (-$2.1M)
Filed 2026-10-08
Unique Wealth, LLC
INCREASED
Shares108,201 from 105,559
Change+2,642 (+3%)
Value$14.9M (+$665.3K)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares106,795 from 110,161
Change-3,366 (-3%)
Value$14.7M (+$160.3K)
Filed 2026-10-13
Ascent Group, LLC
INCREASED
Shares98,281 from 97,518
Change+763 (+1%)
Value$13.5M (+$383.9K)
Filed 2026-10-30
Schmidt P J Investment Management Inc
DECREASED
Shares77,164 from 77,742
Change-578 (-1%)
Value$10.6M (+$142.9K)
Filed 2026-11-02
Rosenberg Matthew Hamilton
INCREASED
Shares72,203 from 69,850
Change+2,353 (+3%)
Value$9.9M (+$523.5K)
Filed 2026-10-05
Elevation Wealth Management LLC
INCREASED
Shares66,390 from 63,807
Change+2,583 (+4%)
Value$9.1M (+$537.9K)
Filed 2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares60,344 from 68,195
Change-7,851 (-12%)
Value$8.3M (-$885.1K)
Filed 2026-10-05
Alpha Advisors, LLC
DECREASED
Shares56,974 from 59,586
Change-2,612 (-4%)
Value$7.8M (-$189.2K)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares52,678 from 9,232
Change+43,446 (+471%)
Value$7.2M (+$6.0M)
Filed 2026-10-14
Golden State Wealth Management, LLC
DECREASED
Shares52,294 from 58,425
Change-6,131 (-10%)
Value$7.2M (-$676.4K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares52,224 from 67,977
Change-15,753 (-23%)
Value$7.2M (-$2.0M)
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares51,418
Change+51,418
Value$7.1M
Filed 2026-11-03
Lake Street Private Wealth, LLC
INCREASED
Shares51,221 from 50,929
Change+292 (+1%)
Value$7.0M (+$185.7K)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares47,609 from 46,034
Change+1,575 (+3%)
Value$6.6M (+$348.3K)
Filed 2026-10-16
3Chopt Investment Partners, LLC
INCREASED
Shares47,102 from 47,005
Change+97 (+0%)
Value$6.5M (+$147.8K)
Filed 2026-10-30
Silverlake Wealth Management LLC
INCREASED
Shares44,742 from 29,756
Change+14,986 (+50%)
Value$6.2M (+$2.1M)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares42,072 from 40,969
Change+1,103 (+3%)
Value$5.8M (+$268.8K)
Filed 2026-10-28
Fingerlakes Wealth Management, Inc.
INCREASED
Shares35,791 from 33,379
Change+2,412 (+7%)
Value$4.9M (+$427.3K)
Filed 2026-11-04
Creative Planning
DECREASED
Shares34,809 from 34,928
Change-119 (0%)
Value$4.8M (+$83.6K)
Filed 2026-11-02
Vise Technologies, Inc.
INCREASED
Shares32,332 from 31,098
Change+1,234 (+4%)
Value$4.4M (+$258.7K)
Filed 2026-10-29
Lockerman Financial Group, Inc.
DECREASED
Shares31,650 from 31,725
Change-75 (0%)
Value$4.4M (+$80.4K)
Filed 2026-10-19
Triad Wealth Partners, LLC
DECREASED
Shares31,226 from 38,218
Change-6,992 (-18%)
Value$4.3M (-$923.0K)
Filed 2026-10-26
AdvisorNet Financial, Inc
DECREASED
Shares29,241 from 29,319
Change-78 (0%)
Value$4.1M (+$109.7K)
Filed 2026-10-15
Archer Investment Management, LLC
DECREASED
Shares28,663 from 29,765
Change-1,102 (-4%)
Value$3.9M (-$66.5K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares28,258 from 26,533
Change+1,725 (+7%)
Value$3.9M (+$313.2K)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares27,934 from 27,088
Change+846 (+3%)
Value$3.8M (+$194.0K)
Filed 2026-11-05
Firethorn Wealth Partners, LLC
DECREASED
Shares24,749 from 24,832
Change-83 (0%)
Value$3.4M (+$59.6K)
Filed 2026-10-14
Henderson Brothers Financial Partners, LLC
INCREASED
Shares22,618 from 11,412
Change+11,206 (+98%)
Value$3.1M (+$1.6M)
Filed 2026-11-03
Merited Wealth, LLC
DECREASED
Shares21,643 from 22,936
Change-1,293 (-6%)
Value$3.0M (-$112.3K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares21,205 from 19,538
Change+1,667 (+9%)
Value$2.9M (+$285.2K)
Filed 2026-10-22
Sutton Place Investors LLC
INCREASED
Shares20,174 from 20,001
Change+173 (+1%)
Value$2.8M (+$81.0K)
Filed 2026-10-20
Americana Partners, LLC
DECREASED
Shares19,434 from 20,406
Change-972 (-5%)
Value$2.7M (-$75.5K)
Filed 2026-10-28
Emergent Wealth Advisors, LLC
DECREASED
Shares19,411 from 19,698
Change-287 (-1%)
Value$2.7M (+$16.9K)
Filed 2026-10-09
Aegis Wealth Management, Inc.
INCREASED
Shares19,052 from 13,927
Change+5,125 (+37%)
Value$2.6M (+$744.9K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares14,916 from 18,676
Change-3,760 (-20%)
Value$2.1M (-$463.8K)
Filed 2026-10-27
Ignite Planners, LLC
DECREASED
Shares13,697 from 14,495
Change-798 (-6%)
Value$1.9M (-$68.1K)
Filed 2026-10-14
Salem Investment Counselors Inc
DECREASED
Shares13,423 from 14,619
Change-1,196 (-8%)
Value$1.8M (-$122.7K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares12,927 from 13,163
Change-236 (-2%)
Value$1.8M (+$5.2K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares12,328 from 7,310
Change+5,018 (+69%)
Value$1.7M (+$711.4K)
Filed 2026-11-05
Archford Capital Strategies, LLC
DECREASED
Shares11,997 from 12,304
Change-307 (-2%)
Value$1.7M (-$7.1K)
Filed 2026-10-19
Diversify Advisory Services, LLC
DECREASED
Shares11,596 from 12,184
Change-588 (-5%)
Value$1.6M (-$7.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares11,596 from 12,184
Change-588 (-5%)
Value$1.6M (-$7.8K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
NEW
Shares11,052
Change+11,052
Value$1.5M
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
NEW
Shares10,783
Change+10,783
Value$1.5M
Filed 2026-11-03
J.W. Cole Advisors, Inc.
DECREASED
Shares10,705 from 11,142
Change-437 (-4%)
Value$1.5M (-$28.3K)
Filed 2026-11-05
Hoxton Planning & Management, LLC
DECREASED
Shares10,308 from 11,164
Change-856 (-8%)
Value$1.4M (-$85.8K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
DECREASED
Shares10,250 from 12,037
Change-1,787 (-15%)
Value$1.4M (-$211.4K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares10,139 from 9,924
Change+215 (+2%)
Value$1.4M (+$58.0K)
Filed 2026-10-20
Adirondack Trust Co
INCREASED
Shares9,038 from 8,465
Change+573 (+7%)
Value$1.2M (+$103.0K)
Filed 2026-10-14
Richardson Financial Services Inc.
INCREASED
Shares8,977 from 8,969
Change+8 (+0%)
Value$1.2M (+$26.7K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares8,868 from 8,577
Change+291 (+3%)
Value$1.2M (+$64.5K)
Filed 2026-10-23
Vested Financial Planning, LLC
NEW
Shares7,135
Change+7,135
Value$981.6K
Filed 2026-10-28
BAM Wealth Management, LLC
INCREASED
Shares6,867 from 6,471
Change+396 (+6%)
Value$944.8K (+$73.0K)
Filed 2026-10-15
KFA Private Wealth Group, LLC
INCREASED
Shares6,816 from 5,980
Change+836 (+14%)
Value$937.7K (+$132.1K)
Filed 2026-10-07
Independent Financial Group, LLC
INCREASED
Shares6,627 from 6,405
Change+222 (+3%)
Value$911.7K (+$48.9K)
Filed 2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,477 from 4,477
Change+2,000 (+45%)
Value$905.9K (+$296.6K)
Filed 2026-10-13
Goodman Advisory Group, LLC
DECREASED
Shares5,923 from 6,099
Change-176 (-3%)
Value$814.9K (-$6.8K)
Filed 2026-11-02
Semus Wealth Partners LLC
INCREASED
Shares5,374 from 5,352
Change+22 (+0%)
Value$739.4K (+$18.3K)
Filed 2026-10-22
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares5,132 from 5,132
Change0 (0%)
Value$706.1K (+$14.7K)
Filed 2026-10-23
Paladin Wealth, LLC
INCREASED
Shares5,029 from 5,025
Change+4 (+0%)
Value$691.8K (+$14.9K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
DECREASED
Shares4,892 from 4,938
Change-46 (-1%)
Value$675.7K (+$10.5K)
Filed 2026-10-30
Plan Group Financial, LLC
DECREASED
Shares4,670 from 6,599
Change-1,929 (-29%)
Value$647.7K (-$241.4K)
Filed 2026-10-22
Kelly Financial Services LLC
DECREASED
Shares4,490 from 4,597
Change-107 (-2%)
Value$617.7K (-$1.7K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares4,138 from 4,138
Change0 (0%)
Value$557.5K ($0)
Filed 2026-10-26
Csenge Advisory Group
DECREASED
Shares3,821 from 4,710
Change-889 (-19%)
Value$525.7K (-$108.9K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares3,471 from 3,355
Change+116 (+3%)
Value$477.6K (+$25.6K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares3,416 from 1,943
Change+1,473 (+76%)
Value$469.9K (+$208.1K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
NEW
Shares3,281
Change+3,281
Value$451.4K
Filed 2026-10-16
SeaCrest Wealth Management, LLC
DECREASED
Shares3,193 from 3,250
Change-57 (-2%)
Value$439.3K (+$1.4K)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares3,122 from 3,110
Change+12 (+0%)
Value$429.6K (+$10.6K)
Filed 2026-10-22
GGM Financial LLC
INCREASED
Shares3,078 from 3,071
Change+7 (+0%)
Value$423.4K (+$9.7K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
UNCHANGED
Shares3,007 from 3,007
Change0 (0%)
Value$413.7K (+$8.6K)
Filed 2026-10-15
Flagstar Securities, Inc
INCREASED
Shares2,873 from 2,872
Change+1 (+0%)
Value$395.3K (+$8.3K)
Filed 2026-10-15
TFB Advisors LLC
DECREASED
Shares2,867 from 2,876
Change-9 (0%)
Value$394.4K (+$7.0K)
Filed 2026-11-02
Fifth Third Securities, Inc.
NEW
Shares2,794
Change+2,794
Value$384.4K
Filed 2026-10-21
Keystone Wealth Services, LLC
DECREASED
Shares2,668 from 12,703
Change-10,035 (-79%)
Value$368.1K (-$1.3M)
Filed 2026-11-03
Cordgrass Capital Advisors, LLC
INCREASED
Shares2,477 from 2,427
Change+50 (+2%)
Value$340.8K (+$13.8K)
Filed 2026-10-30
Absolute Capital Management, LLC
DECREASED
Shares2,451 from 2,622
Change-171 (-7%)
Value$337.3K (-$15.9K)
Filed 2026-10-16
Prospera Financial Services Inc
NEW
Shares2,253
Change+2,253
Value$306.7K
Filed 2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED
Shares2,230 from 2,225
Change+5 (+0%)
Value$306.8K (+$7.1K)
Filed 2026-10-29
Welch Group, LLC
UNCHANGED
Shares2,217 from 2,217
Change0 (0%)
Value$305.0K (+$6.3K)
Filed 2026-10-29
DB&C Advisors, LLC
INCREASED
Shares2,187 from 1,764
Change+423 (+24%)
Value$300.9K (+$63.3K)
Filed 2026-10-26
Archer Investment Corp
DECREASED
Shares2,152 from 2,691
Change-539 (-20%)
Value$296.1K (-$66.5K)
Filed 2026-11-05
JB Capital LLC
INCREASED
Shares2,111 from 1,981
Change+130 (+7%)
Value$290.5K (+$23.6K)
Filed 2026-10-19
Herold Advisors, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$275.2K (+$6.2K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
NEW
Shares1,950
Change+1,950
Value$268.3K
Filed 2026-10-21
Well Done, LLC
UNCHANGED
Shares1,947 from 1,947
Change0 (0%)
Value$267.9K (+$5.6K)
Filed 2026-10-20
Cpwa, LLC
INCREASED
Shares1,942 from 1,932
Change+10 (+1%)
Value$273.0K (+$12.7K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares1,781 from 1,330
Change+451 (+34%)
Value$245.0K (+$65.9K)
Filed 2026-11-05
Total Investment Management Inc
UNCHANGED
Shares1,765 from 1,765
Change0 (0%)
Value$242.8K (+$5.3K)
Filed 2026-10-22
Birchwood Financial Partners, Inc.
INCREASED
Shares1,695 from 1,691
Change+4 (+0%)
Value$233.3K (+$5.4K)
Filed 2026-11-02
Mascagni Wealth Management, Inc.
DECREASED
Shares1,669 from 1,703
Change-34 (-2%)
Value$229.6K (+$213)
Filed 2026-10-23
Frederick Financial Consultants, LLC
DECREASED
Shares1,653 from 1,684
Change-31 (-2%)
Value$227.4K (+$552)
Filed 2026-10-29
StoneX Group Inc.
NEW
Shares1,485
Change+1,485
Value$204.3K
Filed 2026-11-03
Spire Wealth Management
DECREASED
Shares1,471 from 1,474
Change-3 (0%)
Value$202.4K (+$3.8K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares1,418
Change+1,418
Value$195.1K
Filed 2026-10-21
United Community Bank
NEW
Shares1,379
Change+1,379
Value$189.7K
Filed 2026-10-28
William Mack & Associates, Inc.
NEW
Shares734
Change+734
Value$101.0K
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares418 from 525
Change-107 (-20%)
Value$57.5K (-$13.2K)
Filed 2026-11-05
Rossby Financial, LCC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$49.7K (+$1.0K)
Filed 2026-11-05
Bare Financial Services, Inc
NEW
Shares268
Change+268
Value$36.9K
Filed 2026-11-04
Nova Financial LLC
NEW
Shares175
Change+175
Value$24.1K
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares155 from 153
Change+2 (+1%)
Value$21.3K (+$713)
Filed 2026-10-22
Brown, Lisle Ings, Inc.
NEW
Shares137
Change+137
Value$18.8K
Filed 2026-10-16
Jnba Financial Advisors
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$18.7K (+$389)
Filed 2026-11-03
Creative Financial Designs Inc
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$17.1K (+$355)
Filed 2026-11-04
Capital Investment Counsel, Inc
DECREASED
Shares116 from 144
Change-28 (-19%)
Value$16.0K (-$3.4K)
Filed 2026-10-20
Triumph Capital Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.8K (+$286)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
DECREASED
Shares93 from 166
Change-73 (-44%)
Value$12.8K (-$9.6K)
Filed 2026-10-15
Main Street Group, LTD
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$11.4K (+$237)
Filed 2026-10-28
Nemes Rush Group LLC
NEW
Shares60
Change+60
Value$8.3K
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares51 from 50
Change+1 (+2%)
Value$7.0K (+$162)
Filed 2026-11-04
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares13 from 12
Change+1 (+8%)
Value$1.8K (+$172)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,286
Change-1,286 (-100%)
Value$0 (-$172.9K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 607
Change-607 (-100%)
Value$0 (-$81.7K)
Filed 2026-10-16
Bfsg, LLC
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$25.7K)
Filed 2026-10-30
LifeSteps Financial, Inc.
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$13.7K)
Filed 2026-10-15
Tower Trust & Investment Co
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-28
JPMorgan Chase & Co
N/A
Shares— from 6,595,410
Change-6,595,410 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,897,424
Change-3,897,424 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,655,413
Change-3,655,413 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 3,594,171
Change-3,594,171 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 2,459,000
Change-2,459,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,277,383
Change-2,277,383 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,796,203
Change-1,796,203 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 614,521
Change-614,521 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 592,222
Change-592,222 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 575,463
Change-575,463 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 461,335
Change-461,335 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 425,161
Change-425,161 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 414,000
Change-414,000 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 291,360
Change-291,360 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 259,074
Change-259,074 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 202,739
Change-202,739 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 182,314
Change-182,314 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 141,100
Change-141,100 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 132,571
Change-132,571 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 130,148
Change-130,148 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 121,695
Change-121,695 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 114,823
Change-114,823 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 114,080
Change-114,080 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 104,930
Change-104,930 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 104,759
Change-104,759 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 104,335
Change-104,335 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 89,038
Change-89,038 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 74,410
Change-74,410 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 70,693
Change-70,693 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 52,784
Change-52,784 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 39,600
Change-39,600 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 36,151
Change-36,151 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 35,811
Change-35,811 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 30,254
Change-30,254 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 25,412
Change-25,412 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 24,145
Change-24,145 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 22,786
Change-22,786 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 21,355
Change-21,355 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 21,203
Change-21,203 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 20,984
Change-20,984 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 20,352
Change-20,352 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 19,224
Change-19,224 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,871
Change-18,871 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 15,936
Change-15,936 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 15,616
Change-15,616 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 14,778
Change-14,778 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,423
Change-14,423 (-100%)
Value—
UBS Group AG
N/A
Shares— from 13,222
Change-13,222 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,122
Change-13,122 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,298
Change-12,298 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 12,129
Change-12,129 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,530
Change-11,530 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,435
Change-11,435 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,623
Change-10,623 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 10,104
Change-10,104 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,952
Change-9,952 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 9,856
Change-9,856 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 9,700
Change-9,700 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,377
Change-9,377 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 8,279
Change-8,279 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 8,064
Change-8,064 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,081
Change-7,081 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 6,385
Change-6,385 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 6,347
Change-6,347 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 6,108
Change-6,108 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,834
Change-5,834 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 5,642
Change-5,642 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,368
Change-5,368 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,819
Change-4,819 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 4,121
Change-4,121 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 4,046
Change-4,046 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,007
Change-3,007 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,666
Change-2,666 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,635
Change-2,635 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
&partners
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,973
Change-1,973 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,075
Change-1,075 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 873
Change-873 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 787
Change-787 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 690
Change-690 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 681
Change-681 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 289
Change-289 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 260
Change-260 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 192
Change-192 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 109
Change-109 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 85
Change-85 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 51
Change-51 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 50
Change-50 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
NBH Bank
N/A
Shares— from 33
Change-33 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Status
National Mutual Insurance Federation of Agricultural Cooperatives
UNCHANGED1,275,0001,275,00000%$171.8M$175.4M+$3.6M2026-10-28
Cornerstone Wealth Management, LLC
DECREASED651,442662,346-10,904-2%$89.2M$89.6M+$394.2K2026-11-04
Wealth Group Ltd
INCREASED641,322628,517+12,805+2%$84.7M$89.2M+$4.5M2026-10-07
Assetmark, Inc
INCREASED631,147627,996+3,151+1%$84.6M$86.8M+$2.2M2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED560,456575,763-15,307-3%$77.6M$77.1K-$77.5M2026-11-02
Kelly Financial Group LLC
INCREASED525,879525,852+27+0%$70.8M$72.4M+$1.5M2026-10-16
Perigon Wealth Management, LLC
INCREASED493,476475,747+17,729+4%$64.1M$67.9M+$3.8M2026-10-22
MN Wealth Advisors, LLC
INCREASED314,829290,843+23,986+8%$39.2M$43.3M+$4.1M2026-10-23
Robertson Stephens Wealth Management, LLC
DECREASED238,606251,982-13,376-5%$33.9M$32.8M-$1.1M2026-10-16
Park Avenue Securities LLC
DECREASED216,892233,818-16,926-7%$31.5M$29.8K-$31.5M2026-10-26
Commonwealth Equity Services, LLC
INCREASED182,319178,000+4,319+2%$24.0M$25.1M+$1.1M2026-11-02
Gradient Investments LLC
DECREASED130,200148,653-18,453-12%$20.0M$17.9M-$2.1M2026-10-08
Unique Wealth, LLC
INCREASED108,201105,559+2,642+3%$14.2M$14.9M+$665.3K2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED106,795110,161-3,366-3%$14.5M$14.7M+$160.3K2026-10-13
Ascent Group, LLC
INCREASED98,28197,518+763+1%$13.1M$13.5M+$383.9K2026-10-30
Schmidt P J Investment Management Inc
DECREASED77,16477,742-578-1%$10.5M$10.6M+$142.9K2026-11-02
Rosenberg Matthew Hamilton
INCREASED72,20369,850+2,353+3%$9.4M$9.9M+$523.5K2026-10-05
Elevation Wealth Management LLC
INCREASED66,39063,807+2,583+4%$8.6M$9.1M+$537.9K2026-11-02
MassMutual Private Wealth & Trust, FSB
DECREASED60,34468,195-7,851-12%$9.2M$8.3M-$885.1K2026-10-05
Alpha Advisors, LLC
DECREASED56,97459,586-2,612-4%$8.0M$7.8M-$189.2K2026-10-19
Davenport & Co LLC
INCREASED52,6789,232+43,446+471%$1.2M$7.2M+$6.0M2026-10-14
Golden State Wealth Management, LLC
DECREASED52,29458,425-6,131-10%$7.9M$7.2M-$676.4K2026-11-02
Farther Finance Advisors, LLC
DECREASED52,22467,977-15,753-23%$9.2M$7.2M-$2.0M2026-10-08
Ascentis Independent Advisors
NEW51,418—+51,418——$7.1M—2026-11-03
Lake Street Private Wealth, LLC
INCREASED51,22150,929+292+1%$6.9M$7.0M+$185.7K2026-10-22
IFP Advisors, Inc
INCREASED47,60946,034+1,575+3%$6.2M$6.6M+$348.3K2026-10-16
3Chopt Investment Partners, LLC
INCREASED47,10247,005+97+0%$6.3M$6.5M+$147.8K2026-10-30
Silverlake Wealth Management LLC
INCREASED44,74229,756+14,986+50%$4.0M$6.2M+$2.1M2026-10-21
MGO One Seven LLC
INCREASED42,07240,969+1,103+3%$5.5M$5.8M+$268.8K2026-10-28
Fingerlakes Wealth Management, Inc.
INCREASED35,79133,379+2,412+7%$4.5M$4.9M+$427.3K2026-11-04
Creative Planning
DECREASED34,80934,928-1190%$4.7M$4.8M+$83.6K2026-11-02
Vise Technologies, Inc.
INCREASED32,33231,098+1,234+4%$4.2M$4.4M+$258.7K2026-10-29
Lockerman Financial Group, Inc.
DECREASED31,65031,725-750%$4.3M$4.4M+$80.4K2026-10-19
Triad Wealth Partners, LLC
DECREASED31,22638,218-6,992-18%$5.2M$4.3M-$923.0K2026-10-26
AdvisorNet Financial, Inc
DECREASED29,24129,319-780%$3.9M$4.1M+$109.7K2026-10-15
Archer Investment Management, LLC
DECREASED28,66329,765-1,102-4%$4.0M$3.9M-$66.5K2026-10-13
Clear Creek Financial Management, LLC
INCREASED28,25826,533+1,725+7%$3.6M$3.9M+$313.2K2026-10-28
Thrivent Financial for Lutherans
INCREASED27,93427,088+846+3%$3.6M$3.8M+$194.0K2026-11-05
Firethorn Wealth Partners, LLC
DECREASED24,74924,832-830%$3.3M$3.4M+$59.6K2026-10-14
Henderson Brothers Financial Partners, LLC
INCREASED22,61811,412+11,206+98%$1.5M$3.1M+$1.6M2026-11-03
Merited Wealth, LLC
DECREASED21,64322,936-1,293-6%$3.1M$3.0M-$112.3K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED21,20519,538+1,667+9%$2.6M$2.9M+$285.2K2026-10-22
Sutton Place Investors LLC
INCREASED20,17420,001+173+1%$2.7M$2.8M+$81.0K2026-10-20
Americana Partners, LLC
DECREASED19,43420,406-972-5%$2.7M$2.7M-$75.5K2026-10-28
Emergent Wealth Advisors, LLC
DECREASED19,41119,698-287-1%$2.7M$2.7M+$16.9K2026-10-09
Aegis Wealth Management, Inc.
INCREASED19,05213,927+5,125+37%$1.9M$2.6M+$744.9K2026-10-26
VestGen Advisors, LLC
DECREASED14,91618,676-3,760-20%$2.5M$2.1M-$463.8K2026-10-27
Ignite Planners, LLC
DECREASED13,69714,495-798-6%$2.0M$1.9M-$68.1K2026-10-14
Salem Investment Counselors Inc
DECREASED13,42314,619-1,196-8%$2.0M$1.8M-$122.7K2026-10-13
Nations Financial Group Inc,
DECREASED12,92713,163-236-2%$1.8M$1.8M+$5.2K2026-11-05
Bank of New York Mellon Corp
INCREASED12,3287,310+5,018+69%$984.7K$1.7M+$711.4K2026-11-05
Archford Capital Strategies, LLC
DECREASED11,99712,304-307-2%$1.7M$1.7M-$7.1K2026-10-19
Diversify Advisory Services, LLC
DECREASED11,59612,184-588-5%$1.6M$1.6M-$7.8K2026-10-20
Diversify Wealth Management, LLC
DECREASED11,59612,184-588-5%$1.6M$1.6M-$7.8K2026-10-20
Prime Capital Investment Advisors, LLC
NEW11,052—+11,052——$1.5M—2026-10-20
Mirae Asset Global Investments Co., Ltd.
NEW10,783—+10,783——$1.5M—2026-11-03
J.W. Cole Advisors, Inc.
DECREASED10,70511,142-437-4%$1.5M$1.5M-$28.3K2026-11-05
Hoxton Planning & Management, LLC
DECREASED10,30811,164-856-8%$1.5M$1.4M-$85.8K2026-10-15
Daymark Wealth Partners, LLC
DECREASED10,25012,037-1,787-15%$1.6M$1.4M-$211.4K2026-11-04
Private Trust Co NA
INCREASED10,1399,924+215+2%$1.3M$1.4M+$58.0K2026-10-20
Adirondack Trust Co
INCREASED9,0388,465+573+7%$1.1M$1.2M+$103.0K2026-10-14
Richardson Financial Services Inc.
INCREASED8,9778,969+8+0%$1.2M$1.2M+$26.7K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED8,8688,577+291+3%$1.2M$1.2M+$64.5K2026-10-23
Vested Financial Planning, LLC
NEW7,135—+7,135——$981.6K—2026-10-28
BAM Wealth Management, LLC
INCREASED6,8676,471+396+6%$871.8K$944.8K+$73.0K2026-10-15
KFA Private Wealth Group, LLC
INCREASED6,8165,980+836+14%$805.6K$937.7K+$132.1K2026-10-07
Independent Financial Group, LLC
INCREASED6,6276,405+222+3%$862.9K$911.7K+$48.9K2026-10-13
Wealth Enhancement Advisory Services, LLC
INCREASED6,4774,477+2,000+45%$609.3K$905.9K+$296.6K2026-10-13
Goodman Advisory Group, LLC
DECREASED5,9236,099-176-3%$821.7K$814.9K-$6.8K2026-11-02
Semus Wealth Partners LLC
INCREASED5,3745,352+22+0%$721.0K$739.4K+$18.3K2026-10-22
Nabity-Jensen Investment Management Inc
UNCHANGED5,1325,13200%$691.4K$706.1K+$14.7K2026-10-23
Paladin Wealth, LLC
INCREASED5,0295,025+4+0%$677.0K$691.8K+$14.9K2026-10-23
Capital Investment Advisory Services, LLC
DECREASED4,8924,938-46-1%$665.2K$675.7K+$10.5K2026-10-30
Plan Group Financial, LLC
DECREASED4,6706,599-1,929-29%$889.1K$647.7K-$241.4K2026-10-22
Kelly Financial Services LLC
DECREASED4,4904,597-107-2%$619.4K$617.7K-$1.7K2026-10-20
PKS Advisory Services, LLC
UNCHANGED4,1384,13800%$557.5K$557.5K$02026-10-26
Csenge Advisory Group
DECREASED3,8214,710-889-19%$634.6K$525.7K-$108.9K2026-11-04
Kestra Advisory Services, LLC
INCREASED3,4713,355+116+3%$452.0K$477.6K+$25.6K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED3,4161,943+1,473+76%$261.8K$469.9K+$208.1K2026-10-16
Y-Intercept (Hong Kong) Ltd
NEW3,281—+3,281——$451.4K—2026-10-16
SeaCrest Wealth Management, LLC
DECREASED3,1933,250-57-2%$437.9K$439.3K+$1.4K2026-10-21
Brookstone Capital Management
INCREASED3,1223,110+12+0%$419.0K$429.6K+$10.6K2026-10-22
GGM Financial LLC
INCREASED3,0783,071+7+0%$413.7K$423.4K+$9.7K2026-11-05
WealthPlan Investment Management, LLC
UNCHANGED3,0073,00700%$405.1K$413.7K+$8.6K2026-10-15
Flagstar Securities, Inc
INCREASED2,8732,872+1+0%$387.0K$395.3K+$8.3K2026-10-15
TFB Advisors LLC
DECREASED2,8672,876-90%$387.5K$394.4K+$7.0K2026-11-02
Fifth Third Securities, Inc.
NEW2,794—+2,794——$384.4K—2026-10-21
Keystone Wealth Services, LLC
DECREASED2,66812,703-10,035-79%$1.7M$368.1K-$1.3M2026-11-03
Cordgrass Capital Advisors, LLC
INCREASED2,4772,427+50+2%$327.0K$340.8K+$13.8K2026-10-30
Absolute Capital Management, LLC
DECREASED2,4512,622-171-7%$353.3K$337.3K-$15.9K2026-10-16
Prospera Financial Services Inc
NEW2,253—+2,253——$306.7K—2026-11-04
Grimes & Co Wealth Management, LLC
INCREASED2,2302,225+5+0%$299.7K$306.8K+$7.1K2026-10-29
Welch Group, LLC
UNCHANGED2,2172,21700%$298.6K$305.0K+$6.3K2026-10-29
DB&C Advisors, LLC
INCREASED2,1871,764+423+24%$237.6K$300.9K+$63.3K2026-10-26
Archer Investment Corp
DECREASED2,1522,691-539-20%$362.5K$296.1K-$66.5K2026-11-05
JB Capital LLC
INCREASED2,1111,981+130+7%$266.9K$290.5K+$23.6K2026-10-19
Herold Advisors, Inc.
UNCHANGED2,0002,00000%$269.0K$275.2K+$6.2K2026-10-19
Axxcess Wealth Management, LLC
NEW1,950—+1,950——$268.3K—2026-10-21
Well Done, LLC
UNCHANGED1,9471,94700%$262.3K$267.9K+$5.6K2026-10-20
Cpwa, LLC
INCREASED1,9421,932+10+1%$260.3K$273.0K+$12.7K2026-11-04
Fifth Third Bancorp
INCREASED1,7811,330+451+34%$179.2K$245.0K+$65.9K2026-11-05
Total Investment Management Inc
UNCHANGED1,7651,76500%$237.6K$242.8K+$5.3K2026-10-22
Birchwood Financial Partners, Inc.
INCREASED1,6951,691+4+0%$227.8K$233.3K+$5.4K2026-11-02
Mascagni Wealth Management, Inc.
DECREASED1,6691,703-34-2%$229.4K$229.6K+$2132026-10-23
Frederick Financial Consultants, LLC
DECREASED1,6531,684-31-2%$226.9K$227.4K+$5522026-10-29
StoneX Group Inc.
NEW1,485—+1,485——$204.3K—2026-11-03
Spire Wealth Management
DECREASED1,4711,474-30%$198.6K$202.4K+$3.8K2026-10-30
Root Financial Partners, LLC
NEW1,418—+1,418——$195.1K—2026-10-21
United Community Bank
NEW1,379—+1,379——$189.7K—2026-10-28
William Mack & Associates, Inc.
NEW734—+734——$101.0K—2026-10-27
US Bancorp \de\
DECREASED418525-107-20%$70.7K$57.5K-$13.2K2026-11-05
Rossby Financial, LCC
UNCHANGED36136100%$48.6K$49.7K+$1.0K2026-11-05
Bare Financial Services, Inc
NEW268—+268——$36.9K—2026-11-04
Nova Financial LLC
NEW175—+175——$24.1K—2026-11-04
SBI Securities Co., Ltd.
INCREASED155153+2+1%$20.6K$21.3K+$7132026-10-22
Brown, Lisle Ings, Inc.
NEW137—+137——$18.8K—2026-10-16
Jnba Financial Advisors
UNCHANGED13613600%$18.3K$18.7K+$3892026-11-03
Creative Financial Designs Inc
UNCHANGED12412400%$16.7K$17.1K+$3552026-11-04
Capital Investment Counsel, Inc
DECREASED116144-28-19%$19.4K$16.0K-$3.4K2026-10-20
Triumph Capital Management
UNCHANGED10010000%$13.5K$13.8K+$2862026-10-14
Cherry Tree Wealth Management, LLC
DECREASED93166-73-44%$22.4K$12.8K-$9.6K2026-10-15
Main Street Group, LTD
UNCHANGED838300%$11.2K$11.4K+$2372026-10-28
Nemes Rush Group LLC
NEW60—+60——$8.3K—2026-11-04
EverSource Wealth Advisors, LLC
INCREASED5150+1+2%$6.8K$7.0K+$1622026-11-04
Halbert Hargrove Global Advisors, LLC
INCREASED1312+1+8%$1.6K$1.8K+$1722026-10-16
International Assets Investment Management, LLC
CLOSED01,286-1,286-100%$172.9K$0-$172.9K2026-11-02
Cornerstone Planning Group LLC
CLOSED0607-607-100%$81.7K$0-$81.7K2026-10-16
Bfsg, LLC
CLOSED0191-191-100%$25.7K$0-$25.7K2026-10-30
LifeSteps Financial, Inc.
CLOSED0102-102-100%$13.7K$0-$13.7K2026-10-15
Tower Trust & Investment Co
CLOSED098-98-100%$13.2K$0-$13.2K2026-10-28
JPMorgan Chase & Co
N/A—6,595,410-6,595,410-100%$880.8M———
LPL Financial LLC
N/A—3,897,424-3,897,424-100%$525.1M———
Morgan Stanley
N/A—3,655,413-3,655,413-100%$492.5M———
Janney Montgomery Scott LLC
N/A—3,594,171-3,594,171-100%$484.2M———
Norinchukin Bank, The
N/A—2,459,000-2,459,000-100%$331.3M———
Envestnet Asset Management Inc
N/A—2,277,383-2,277,383-100%$306.8M———
Vestmark Advisory Solutions, Inc.
N/A—1,796,203-1,796,203-100%$242.0M———
Integrated Wealth Concepts LLC
N/A—614,521-614,521-100%$82.8M———
Raymond James Financial Inc
N/A—592,222-592,222-100%$79.8M———
Cetera Investment Advisers
N/A—575,463-575,463-100%$77.5M———
Osaic Holdings, Inc.
N/A—461,335-461,335-100%$62.2M———
UBS Asset Management Americas LLC
N/A—425,161-425,161-100%$57.3M———
Tradition Wealth Management, LLC
N/A—414,000-414,000-100%$55.8M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—291,360-291,360-100%$39.2M———
MML Investors Services, LLC
N/A—259,074-259,074-100%$34.9M———
Drive Wealth Management, LLC
N/A—202,739-202,739-100%$27.3M———
Ameriprise Financial Inc
N/A—182,314-182,314-100%$24.6M———
Allianz Asset Management GmbH
N/A—141,100-141,100-100%$19.0M———
5T Wealth, LLC
N/A—132,571-132,571-100%$17.9M———
Hopwood Nicholas Hunter
N/A—130,148-130,148-100%$17.5M———
IFG Advisory, LLC
N/A—121,695-121,695-100%$16.4M———
Bravias Capital Group, LLC
N/A—114,823-114,823-100%$15.5M———
Great Valley Advisor Group, Inc.
N/A—114,080-114,080-100%$15.4M———
CreativeOne Wealth, LLC
N/A—104,930-104,930-100%$14.1M———
Aptus Capital Advisors, LLC
N/A—104,759-104,759-100%$14.1M———
Florida Financial Advisors, LLC
N/A—104,335-104,335-100%$14.1M———
Royal Bank of Canada
N/A—89,038-89,038-100%$12.0M———
Private Advisor Group, LLC
N/A—74,410-74,410-100%$10.0M———
Equitable Holdings, Inc.
N/A—70,693-70,693-100%$9.5M———
Wayfinding Financial, LLC
N/A—52,784-52,784-100%$7.1M———
Legacy Edge Advisors, LLC
N/A—39,600-39,600-100%$5.3M———
NewEdge Advisors, LLC
N/A—36,151-36,151-100%$4.9M———
HRT Financial LP
N/A—35,811-35,811-100%$4.8M———
Composition Wealth, LLC
N/A—30,254-30,254-100%$4.1M———
Cary Street Partners Investment Advisory LLC
N/A—25,412-25,412-100%$3.4M———
Jacobi Capital Management LLC
N/A—24,145-24,145-100%$3.3M———
Bank of America Corp
N/A—22,786-22,786-100%$3.1M———
Goldman Sachs Group Inc
N/A—21,355-21,355-100%$2.9M———
Gateway Wealth Partners, LLC
N/A—21,203-21,203-100%$2.9M———
GeoWealth Management, LLC
N/A—20,984-20,984-100%$2.8M———
XTX Topco Ltd
N/A—20,352-20,352-100%$2.7M———
IAG Wealth Partners, LLC
N/A—19,224-19,224-100%$2.6M———
Envestnet Portfolio Solutions, Inc.
N/A—18,871-18,871-100%$2.5M———
Mattson Financial Services, LLC
N/A—15,936-15,936-100%$2.2M———
Twin Peaks Wealth Advisors, LLC
N/A—15,616-15,616-100%$2.1M———
Kintra Wealth, LLC
N/A—14,778-14,778-100%$2.1M———
Arkadios Wealth Advisors
N/A—14,423-14,423-100%$1.9M———
UBS Group AG
N/A—13,222-13,222-100%$1.8M———
Global Retirement Partners, LLC
N/A—13,122-13,122-100%$1.8M———
IHT Wealth Management, LLC
N/A—12,298-12,298-100%$1.7M———
Advisory Services Network, LLC
N/A—12,129-12,129-100%$1.6M———
FMR LLC
N/A—11,530-11,530-100%$1.6M———
HighTower Advisors, LLC
N/A—11,435-11,435-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—10,623-10,623-100%$1.4M———
Olde Wealth Management, LLC
N/A—10,104-10,104-100%$1.4M———
Susquehanna International Group, LLP
N/A—9,952-9,952-100%$1.3M———
Orion Porfolio Solutions, LLC
N/A—9,856-9,856-100%$1.3M———
Renaissance Technologies LLC
N/A—9,700-9,700-100%$1.3M———
Flow Traders U.S. LLC
N/A—9,377-9,377-100%$1.3M———
Tripletail Wealth Management, LLC
N/A—8,279-8,279-100%$1.1M———
Whittier Trust Co of Nevada Inc
N/A—8,064-8,064-100%$1.1M———
Rockefeller Capital Management L.P.
N/A—7,550-7,550-100%$1.0M———
World Investment Advisors
N/A—7,081-7,081-100%$882.4K———
Stifel Financial Corp
N/A—6,385-6,385-100%$860.2K———
Vanguard Advisers Inc
N/A—6,347-6,347-100%$855.1K———
Sequent Planning LLC
N/A—6,108-6,108-100%$822.9K———
Keating Financial Advisory Services, Inc.
N/A—5,834-5,834-100%$786.0K———
D. E. Shaw & Co., Inc.
N/A—5,642-5,642-100%$760.3K———
Wells Fargo & Company
N/A—5,368-5,368-100%$723.2K———
Ascension Capital Advisors, Inc.
N/A—5,280-5,280-100%$711.3K———
Summit Financial, LLC
N/A—5,226-5,226-100%$704.0K———
Mariner, LLC
N/A—5,029-5,029-100%$677.4K———
Advisors Capital Management, LLC
N/A—4,819-4,819-100%$649.2K———
Mutual Advisors, LLC
N/A—4,713-4,713-100%$634.9K———
Capital Analysts, LLC
N/A—4,398-4,398-100%$592.0K———
Owen LaRue, LLC
N/A—4,121-4,121-100%$555.2K———
Brown Financial Advisors
N/A—4,046-4,046-100%$545.1K———
Strategic Financial Concepts, LLC
N/A—3,566-3,566-100%$480.4K———
Northwestern Mutual Wealth Management Co
N/A—3,007-3,007-100%$405.1K———
Shared Vision Wealth Group LLC
N/A—2,845-2,845-100%$383.3K———
Savant Capital, LLC
N/A—2,754-2,754-100%$374.9K———
Beacon Pointe Advisors, LLC
N/A—2,693-2,693-100%$362.8K———
Geneos Wealth Management Inc.
N/A—2,666-2,666-100%$359.2K———
Betterment LLC
N/A—2,635-2,635-100%$355.0K———
Cary Street Partners Financial LLC
N/A—2,573-2,573-100%$346.6K———
&partners
N/A—2,243-2,243-100%$302.2K———
Magnolia Capital Advisors LLC
N/A—2,151-2,151-100%$289.8K———
Sanctuary Advisors, LLC
N/A—2,146-2,146-100%$289.1K———
Quantinno Capital Management LP
N/A—1,973-1,973-100%$265.9K———
Fortis Advisors, LLC
N/A—1,748-1,748-100%$235.4K———
BlackRock, Inc.
N/A—1,143-1,143-100%$154.0K———
Orion Capital Management LLC
N/A—1,075-1,075-100%$144.8K———
Transamerica Financial Advisors, LLC
N/A—982-982-100%$132.3K———
EP Wealth Advisors, LLC
N/A—873-873-100%$117.6K———
LGT Financial Advisors LLC
N/A—850-850-100%$114.6K———
AE Wealth Management LLC
N/A—787-787-100%$106.1K———
Qube Research & Technologies Ltd
N/A—690-690-100%$93.0K———
Allworth Financial LP
N/A—681-681-100%$91.8K———
Harbour Investments, Inc.
N/A—289-289-100%$39.0K———
Smartleaf Asset Management LLC
N/A—285-285-100%$38.1K———
Bessemer Group Inc
N/A—260-260-100%$35.0K———
Webster Bank, N. A.
N/A—192-192-100%$25.9K———
O'shaughnessy Asset Management, LLC
N/A—190-190-100%$25.6K———
Synergy Investment Management, LLC
N/A—181-181-100%$24.4K———
Vision Retirement, LLC
N/A—161-161-100%$21.7K———
Mpwm Advisory Solutions, LLC
N/A—137-137-100%$18.5K———
Russell Investments Group, Ltd.
N/A—131-131-100%$17.6K———
Steward Partners Investment Advisory, LLC
N/A—114-114-100%$15.4K———
Arax Advisory Partners
N/A—109-109-100%$14.7K———
Continuum Advisory, LLC
N/A—85-85-100%$11.4K———
Bank of Montreal
N/A—85-85-100%$11.5K———
Strategic Wealth Partners, Ltd.
N/A—51-51-100%$6.9K———
Federation des caisses Desjardins du Quebec
N/A—50-50-100%$6.7K———
Institute for Wealth Management, Llc.
N/A—46-46-100%$6.2K———
NBH Bank
N/A—33-33-100%$4.4K———
Quent Capital, LLC
N/A—28-28-100%$3.8K———
Rothschild Investment LLC
N/A—22-22-100%$3.0K———
Showing 247 of 247 institutions