JPMorgan DIV RET US EQ ETF (JPUS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

Sort by

Modera Wealth Management, LLC

DECREASED

Shares230,745 from 238,963

Change-8,218 (-3%)

Value$31.3M (-$2.2M)

Filed 2026-10-28

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares71,741 from 76,910

Change-5,169 (-7%)

Value$9.9M (-$892.4K)

Filed 2026-10-13

RHS Financial, LLC

INCREASED

Shares39,812 from 13,492

Change+26,320 (+195%)

Value$5.4M (+$3.5M)

Filed 2026-10-13

Apollon Wealth Management, LLC

INCREASED

Shares38,666 from 36,807

Change+1,859 (+5%)

Value$5.2M (+$86.3K)

Filed 2026-10-23

Berkeley, Inc

NEW

Shares26,119

Change+26,119

Value$3.5M

Filed 2026-10-20

Vise Technologies, Inc.

DECREASED

Shares23,324 from 26,562

Change-3,238 (-12%)

Value$3.2M (-$559.3K)

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares22,007 from 23,557

Change-1,550 (-7%)

Value$3.0M (-$316.6K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares21,815 from 21,745

Change+70 (+0%)

Value$3.0K (-$3.0M)

Filed 2026-11-02

B. Riley Wealth Advisors, Inc.

NEW

Shares15,513

Change+15,513

Value$2.1M

Filed 2026-10-13

MN Wealth Advisors, LLC

DECREASED

Shares15,444 from 15,529

Change-85 (-1%)

Value$2.1M (-$81.6K)

Filed 2026-10-23

Farther Finance Advisors, LLC

DECREASED

Shares11,172 from 11,280

Change-108 (-1%)

Value$1.5M (-$65.7K)

Filed 2026-10-08

LexAurum Advisors, LLC

DECREASED

Shares8,699 from 8,711

Change-12 (0%)

Value$1.2M (-$40.9K)

Filed 2026-10-19

Elevation Wealth Management LLC

INCREASED

Shares6,677 from 6,670

Change+7 (+0%)

Value$906.2K (-$29.1K)

Filed 2026-11-02

Patten Group, Inc.

INCREASED

Shares6,070 from 5,936

Change+134 (+2%)

Value$823.8K (-$8.6K)

Filed 2026-10-26

Wealth Enhancement Trust Services, Inc.

UNCHANGED

Shares5,439 from 5,439

Change0 (0%)

Value$738.2K (-$24.5K)

Filed 2026-10-07

Citigroup Inc

INCREASED

Shares4,652 from 4,559

Change+93 (+2%)

Value$631.4K (-$7.9K)

Filed 2026-11-04

Basso Capital Management, L.P.

UNCHANGED

Shares4,528 from 4,528

Change0 (0%)

Value$614.5K (-$20.4K)

Filed 2026-10-30

Clear Point Advisors Inc.

DECREASED

Shares4,459 from 4,507

Change-48 (-1%)

Value$605.2K (-$26.9K)

Filed 2026-10-30

Targeted Financial Services LLC

INCREASED

Shares4,262 from 4,211

Change+51 (+1%)

Value$578.4K (-$12.1K)

Filed 2026-10-19

Kelly Financial Group LLC

DECREASED

Shares4,119 from 4,688

Change-569 (-12%)

Value$559.0K (-$98.4K)

Filed 2026-10-16

Beacon Investment Advisory Services, Inc.

DECREASED

Shares3,604 from 3,897

Change-293 (-8%)

Value$489.1K (-$57.3K)

Filed 2026-10-13

Albion Financial Group

UNCHANGED

Shares3,200 from 3,200

Change0 (0%)

Value$434.3K (-$14.4K)

Filed 2026-10-21

RFG Advisory, LLC

INCREASED

Shares2,990 from 2,823

Change+167 (+6%)

Value$405.8K (+$10.0K)

Filed 2026-11-03

VestGen Advisors, LLC

UNCHANGED

Shares2,844 from 2,844

Change0 (0%)

Value$386.0K (-$12.8K)

Filed 2026-10-27

Kathmere Capital Management, LLC

UNCHANGED

Shares2,797 from 2,797

Change0 (0%)

Value$379.6K (-$12.6K)

Filed 2026-10-20

Etesian Wealth Advisors, Inc.

DECREASED

Shares2,605 from 2,659

Change-54 (-2%)

Value$353.6K (-$19.4K)

Filed 2026-10-27

Intrua Financial, LLC

DECREASED

Shares2,430 from 2,630

Change-200 (-8%)

Value$329.8K (-$39.0K)

Filed 2026-10-28

Focus Financial Network, Inc.

INCREASED

Shares2,356 from 2,345

Change+11 (+0%)

Value$319.7K (-$9.2K)

Filed 2026-10-14

Kestra Advisory Services, LLC

DECREASED

Shares2,168 from 2,184

Change-16 (-1%)

Value$294.2K (-$12.1K)

Filed 2026-11-02

MGO One Seven LLC

UNCHANGED

Shares2,010 from 2,010

Change0 (0%)

Value$272.8K (-$9.1K)

Filed 2026-10-28

Truist Financial Corp

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$271.4K (-$9.0K)

Filed 2026-10-30

Birchwood Financial Partners, Inc.

INCREASED

Shares1,551 from 1,543

Change+8 (+1%)

Value$210.5K (-$5.9K)

Filed 2026-11-02

Apella Capital, LLC

INCREASED

Shares1,525 from 1,517

Change+8 (+1%)

Value$209.6K (-$3.9K)

Filed 2026-10-08

CLG LLC

INCREASED

Shares1,511 from 1,503

Change+8 (+1%)

Value$205.0K (-$5.7K)

Filed 2026-10-13

GuidedMoney, LLC

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$203.6K (-$6.8K)

Filed 2026-10-29

Cassaday & Co Wealth Management LLC

UNCHANGED

Shares637 from 637

Change0 (0%)

Value$86.5K (-$2.9K)

Filed 2026-10-27

Private Trust Co NA

INCREASED

Shares627 from 625

Change+2 (+0%)

Value$85.1K (-$2.5K)

Filed 2026-10-20

Kingdom Financial Group Llc.

NEW

Shares525

Change+525

Value$71.2K

Filed 2026-11-04

Harbor Asset Planning, Inc.

INCREASED

Shares398 from 396

Change+2 (+1%)

Value$54.1K (-$1.5K)

Filed 2026-10-23

Assetmark, Inc

UNCHANGED

Shares140 from 140

Change0 (0%)

Value$19.0K (-$631)

Filed 2026-10-21

Wagner Wealth Management, LLC

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$13.3K (-$442)

Filed 2026-10-21

IFP Advisors, Inc

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$407 (-$14)

Filed 2026-10-16

Midwest Trust Co

CLOSED

Shares0 from 1,630

Change-1,630 (-100%)

Value$0 (-$228.6K)

Filed 2026-10-22

Captrust Financial Advisors

N/A

Shares— from 234,669

Change-234,669 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 226,862

Change-226,862 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 171,147

Change-171,147 (-100%)

Value—

UBS Group AG

N/A

Shares— from 133,858

Change-133,858 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 99,853

Change-99,853 (-100%)

Value—

Sterneck Capital Management, LLC

N/A

Shares— from 91,995

Change-91,995 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 73,334

Change-73,334 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 64,225

Change-64,225 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 63,644

Change-63,644 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 63,386

Change-63,386 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 52,987

Change-52,987 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 49,071

Change-49,071 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 43,799

Change-43,799 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 39,826

Change-39,826 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 35,537

Change-35,537 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 27,944

Change-27,944 (-100%)

Value—

Schiavi & Co LLC

N/A

Shares— from 26,164

Change-26,164 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 22,289

Change-22,289 (-100%)

Value—

HHM Wealth Advisors, LLC

N/A

Shares— from 20,536

Change-20,536 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 16,797

Change-16,797 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 13,222

Change-13,222 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 11,193

Change-11,193 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 10,949

Change-10,949 (-100%)

Value—

Planning Alternatives LTD

N/A

Shares— from 7,922

Change-7,922 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 6,975

Change-6,975 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 6,816

Change-6,816 (-100%)

Value—

Avant Capital LLC

N/A

Shares— from 6,794

Change-6,794 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 5,624

Change-5,624 (-100%)

Value—

Allegheny Financial Group

N/A

Shares— from 4,547

Change-4,547 (-100%)

Value—

Empire Financial Management Company, LLC

N/A

Shares— from 4,398

Change-4,398 (-100%)

Value—

Bellevue Asset Management, LLC

N/A

Shares— from 4,224

Change-4,224 (-100%)

Value—

Foster & Motley Inc

N/A

Shares— from 3,539

Change-3,539 (-100%)

Value—

FMR LLC

N/A

Shares— from 3,527

Change-3,527 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,434

Change-3,434 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 3,269

Change-3,269 (-100%)

Value—

Wealthedge Investment Advisors, LLC

N/A

Shares— from 3,109

Change-3,109 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 2,696

Change-2,696 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 2,537

Change-2,537 (-100%)

Value—

Interactive Financial Advisors, Inc.

N/A

Shares— from 2,466

Change-2,466 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 2,257

Change-2,257 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 2,200

Change-2,200 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 1,735

Change-1,735 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,687

Change-1,687 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,631

Change-1,631 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 1,629

Change-1,629 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 1,524

Change-1,524 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,373

Change-1,373 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,108

Change-1,108 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,100

Change-1,100 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 1,042

Change-1,042 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 948

Change-948 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 880

Change-880 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 712

Change-712 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 565

Change-565 (-100%)

Value—

Horizon Investments, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 375

Change-375 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 350

Change-350 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 137

Change-137 (-100%)

Value—

Fifth Third Bancorp

N/A

Shares— from 121

Change-121 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 72

Change-72 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 33

Change-33 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Modera Wealth Management, LLC	DECREASED	230,745	238,963	-8,218	-3%	$33.5M	$31.3M	-$2.2M	2026-10-28
Wealth Enhancement Advisory Services, LLC	DECREASED	71,741	76,910	-5,169	-7%	$10.8M	$9.9M	-$892.4K	2026-10-13
RHS Financial, LLC	INCREASED	39,812	13,492	+26,320	+195%	$1.9M	$5.4M	+$3.5M	2026-10-13
Apollon Wealth Management, LLC	INCREASED	38,666	36,807	+1,859	+5%	$5.2M	$5.2M	+$86.3K	2026-10-23
Berkeley, Inc	NEW	26,119	—	+26,119	—	—	$3.5M	—	2026-10-20
Vise Technologies, Inc.	DECREASED	23,324	26,562	-3,238	-12%	$3.7M	$3.2M	-$559.3K	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	22,007	23,557	-1,550	-7%	$3.3M	$3.0M	-$316.6K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	21,815	21,745	+70	+0%	$3.0M	$3.0K	-$3.0M	2026-11-02
B. Riley Wealth Advisors, Inc.	NEW	15,513	—	+15,513	—	—	$2.1M	—	2026-10-13
MN Wealth Advisors, LLC	DECREASED	15,444	15,529	-85	-1%	$2.2M	$2.1M	-$81.6K	2026-10-23
Farther Finance Advisors, LLC	DECREASED	11,172	11,280	-108	-1%	$1.6M	$1.5M	-$65.7K	2026-10-08
LexAurum Advisors, LLC	DECREASED	8,699	8,711	-12	0%	$1.2M	$1.2M	-$40.9K	2026-10-19
Elevation Wealth Management LLC	INCREASED	6,677	6,670	+7	+0%	$935.3K	$906.2K	-$29.1K	2026-11-02
Patten Group, Inc.	INCREASED	6,070	5,936	+134	+2%	$832.4K	$823.8K	-$8.6K	2026-10-26
Wealth Enhancement Trust Services, Inc.	UNCHANGED	5,439	5,439	0	0%	$762.7K	$738.2K	-$24.5K	2026-10-07
Citigroup Inc	INCREASED	4,652	4,559	+93	+2%	$639.3K	$631.4K	-$7.9K	2026-11-04
Basso Capital Management, L.P.	UNCHANGED	4,528	4,528	0	0%	$635.0K	$614.5K	-$20.4K	2026-10-30
Clear Point Advisors Inc.	DECREASED	4,459	4,507	-48	-1%	$632.1K	$605.2K	-$26.9K	2026-10-30
Targeted Financial Services LLC	INCREASED	4,262	4,211	+51	+1%	$590.5K	$578.4K	-$12.1K	2026-10-19
Kelly Financial Group LLC	DECREASED	4,119	4,688	-569	-12%	$657.4K	$559.0K	-$98.4K	2026-10-16
Beacon Investment Advisory Services, Inc.	DECREASED	3,604	3,897	-293	-8%	$546.5K	$489.1K	-$57.3K	2026-10-13
Albion Financial Group	UNCHANGED	3,200	3,200	0	0%	$448.7K	$434.3K	-$14.4K	2026-10-21
RFG Advisory, LLC	INCREASED	2,990	2,823	+167	+6%	$395.9K	$405.8K	+$10.0K	2026-11-03
VestGen Advisors, LLC	UNCHANGED	2,844	2,844	0	0%	$398.8K	$386.0K	-$12.8K	2026-10-27
Kathmere Capital Management, LLC	UNCHANGED	2,797	2,797	0	0%	$392.2K	$379.6K	-$12.6K	2026-10-20
Etesian Wealth Advisors, Inc.	DECREASED	2,605	2,659	-54	-2%	$372.9K	$353.6K	-$19.4K	2026-10-27
Intrua Financial, LLC	DECREASED	2,430	2,630	-200	-8%	$368.8K	$329.8K	-$39.0K	2026-10-28
Focus Financial Network, Inc.	INCREASED	2,356	2,345	+11	+0%	$328.9K	$319.7K	-$9.2K	2026-10-14
Kestra Advisory Services, LLC	DECREASED	2,168	2,184	-16	-1%	$306.3K	$294.2K	-$12.1K	2026-11-02
MGO One Seven LLC	UNCHANGED	2,010	2,010	0	0%	$281.9K	$272.8K	-$9.1K	2026-10-28
Truist Financial Corp	UNCHANGED	2,000	2,000	0	0%	$280.5K	$271.4K	-$9.0K	2026-10-30
Birchwood Financial Partners, Inc.	INCREASED	1,551	1,543	+8	+1%	$216.4K	$210.5K	-$5.9K	2026-11-02
Apella Capital, LLC	INCREASED	1,525	1,517	+8	+1%	$213.5K	$209.6K	-$3.9K	2026-10-08
CLG LLC	INCREASED	1,511	1,503	+8	+1%	$210.7K	$205.0K	-$5.7K	2026-10-13
GuidedMoney, LLC	UNCHANGED	1,500	1,500	0	0%	$210.3K	$203.6K	-$6.8K	2026-10-29
Cassaday & Co Wealth Management LLC	UNCHANGED	637	637	0	0%	$89.3K	$86.5K	-$2.9K	2026-10-27
Private Trust Co NA	INCREASED	627	625	+2	+0%	$87.6K	$85.1K	-$2.5K	2026-10-20
Kingdom Financial Group Llc.	NEW	525	—	+525	—	—	$71.2K	—	2026-11-04
Harbor Asset Planning, Inc.	INCREASED	398	396	+2	+1%	$55.6K	$54.1K	-$1.5K	2026-10-23
Assetmark, Inc	UNCHANGED	140	140	0	0%	$19.6K	$19.0K	-$631	2026-10-21
Wagner Wealth Management, LLC	UNCHANGED	98	98	0	0%	$13.7K	$13.3K	-$442	2026-10-21
IFP Advisors, Inc	UNCHANGED	3	3	0	0%	$421	$407	-$14	2026-10-16
Midwest Trust Co	CLOSED	0	1,630	-1,630	-100%	$228.6K	$0	-$228.6K	2026-10-22
Captrust Financial Advisors	N/A	—	234,669	-234,669	-100%	$32.9M	—	—	—
ST Germain D J Co Inc	N/A	—	226,862	-226,862	-100%	$31.8M	—	—	—
Sanctuary Advisors, LLC	N/A	—	171,147	-171,147	-100%	$24.0M	—	—	—
UBS Group AG	N/A	—	133,858	-133,858	-100%	$18.8M	—	—	—
HighPoint Advisor Group LLC	N/A	—	99,853	-99,853	-100%	$14.0M	—	—	—
Sterneck Capital Management, LLC	N/A	—	91,995	-91,995	-100%	$12.9M	—	—	—
LPL Financial LLC	N/A	—	73,334	-73,334	-100%	$10.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	64,225	-64,225	-100%	$9.0M	—	—	—
Ameriprise Financial Inc	N/A	—	63,644	-63,644	-100%	$8.9M	—	—	—
Kingsview Wealth Management, LLC	N/A	—	63,386	-63,386	-100%	$8.9M	—	—	—
Morgan Stanley	N/A	—	52,987	-52,987	-100%	$7.4M	—	—	—
Raymond James Financial Inc	N/A	—	49,071	-49,071	-100%	$6.9M	—	—	—
JPMorgan Chase & Co	N/A	—	43,799	-43,799	-100%	$6.2M	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	39,826	-39,826	-100%	$5.6M	—	—	—
Bank of America Corp	N/A	—	35,537	-35,537	-100%	$5.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	27,944	-27,944	-100%	$3.9M	—	—	—
Schiavi & Co LLC	N/A	—	26,164	-26,164	-100%	$1.9M	—	—	—
Wells Fargo & Company	N/A	—	22,289	-22,289	-100%	$3.1M	—	—	—
HHM Wealth Advisors, LLC	N/A	—	20,536	-20,536	-100%	$2.9M	—	—	—
Citadel Advisors LLC	N/A	—	16,797	-16,797	-100%	$2.4M	—	—	—
Private Advisor Group, LLC	N/A	—	13,222	-13,222	-100%	$1.9M	—	—	—
AQR Capital Management LLC	N/A	—	11,193	-11,193	-100%	$1.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	10,949	-10,949	-100%	$1.5M	—	—	—
Planning Alternatives LTD	N/A	—	7,922	-7,922	-100%	$1.1M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	6,975	-6,975	-100%	$978.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	6,816	-6,816	-100%	$955.8K	—	—	—
Avant Capital LLC	N/A	—	6,794	-6,794	-100%	$952.7K	—	—	—
Cetera Investment Advisers	N/A	—	5,624	-5,624	-100%	$788.7K	—	—	—
Allegheny Financial Group	N/A	—	4,547	-4,547	-100%	$637.7K	—	—	—
Empire Financial Management Company, LLC	N/A	—	4,398	-4,398	-100%	$616.7K	—	—	—
Bellevue Asset Management, LLC	N/A	—	4,224	-4,224	-100%	$592.4K	—	—	—
Foster & Motley Inc	N/A	—	3,539	-3,539	-100%	$496.0K	—	—	—
FMR LLC	N/A	—	3,527	-3,527	-100%	$494.6K	—	—	—
HighTower Advisors, LLC	N/A	—	3,434	-3,434	-100%	$481.5K	—	—	—
Quantinno Capital Management LP	N/A	—	3,269	-3,269	-100%	$458.4K	—	—	—
Wealthedge Investment Advisors, LLC	N/A	—	3,109	-3,109	-100%	$436.1K	—	—	—
CreativeOne Wealth, LLC	N/A	—	2,696	-2,696	-100%	$378.0K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	2,537	-2,537	-100%	$235.4K	—	—	—
Interactive Financial Advisors, Inc.	N/A	—	2,466	-2,466	-100%	$344.7K	—	—	—
MML Investors Services, LLC	N/A	—	2,257	-2,257	-100%	$316.5K	—	—	—
Two Sigma Investments, LP	N/A	—	2,200	-2,200	-100%	$308.5K	—	—	—
Summit Financial, LLC	N/A	—	1,735	-1,735	-100%	$243.3K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,687	-1,687	-100%	$236.6K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,631	-1,631	-100%	$228.7K	—	—	—
GTS Securities LLC	N/A	—	1,629	-1,629	-100%	$228.4K	—	—	—
Mercer Global Advisors Inc	N/A	—	1,524	-1,524	-100%	$213.7K	—	—	—
Continuum Advisory, LLC	N/A	—	1,373	-1,373	-100%	$192.5K	—	—	—
IFG Advisory, LLC	N/A	—	1,108	-1,108	-100%	$155.4K	—	—	—
Royal Bank of Canada	N/A	—	1,100	-1,100	-100%	$154.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	1,042	-1,042	-100%	$146.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	948	-948	-100%	$132.9K	—	—	—
BlackRock, Inc.	N/A	—	880	-880	-100%	$123.4K	—	—	—
Ancora Advisors LLCA	N/A	—	712	-712	-100%	$99.8K	—	—	—
UBS Asset Management Americas LLC	N/A	—	565	-565	-100%	$79.2K	—	—	—
Horizon Investments, LLC	N/A	—	500	-500	-100%	$70.1K	—	—	—
Huntington National Bank	N/A	—	375	-375	-100%	$52.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	350	-350	-100%	$49.1K	—	—	—
Harbour Investments, Inc.	N/A	—	137	-137	-100%	$19.2K	—	—	—
Fifth Third Bancorp	N/A	—	121	-121	-100%	$17.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	72	-72	-100%	$10.1K	—	—	—
Nova Wealth Management, Inc.	N/A	—	33	-33	-100%	$4.6K	—	—	—
Smartleaf Asset Management LLC	N/A	—	18	-18	-100%	$2.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	1	-1	-100%	$140	—	—	—

Showing 106 of 106 institutions