JPMorgan Glbl Slct EQ ETF (JGLO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Mitsubishi UFJ Asset Management Co., Ltd.

INCREASED

Shares1,319,892 from 1,290,924

Change+28,968 (+2%)

Value$95.7M (+$3.8M)

Filed 2026-11-05

Arlington Financial Advisors, LLC

INCREASED

Shares345,370 from 340,971

Change+4,399 (+1%)

Value$25.0M (+$755.4K)

Filed 2026-10-19

HUB Investment Partners, LLC

DECREASED

Shares135,934 from 138,345

Change-2,411 (-2%)

Value$9.9M (+$2.3K)

Filed 2026-11-03

Wesbanco Bank Inc

UNCHANGED

Shares114,866 from 114,866

Change0 (0%)

Value$8.3M (+$147.0K)

Filed 2026-11-04

LPL Financial LLC

DECREASED

Shares67,817 from 769,101

Change-701,284 (-91%)

Value$4.9M (-$49.9M)

Filed 2026-11-06

Visionary Wealth Advisors

DECREASED

Shares48,095 from 61,852

Change-13,757 (-22%)

Value$3.5M (-$918.2K)

Filed 2026-11-04

Assetmark, Inc

DECREASED

Shares35,582 from 235,329

Change-199,747 (-85%)

Value$2.6M (-$14.2M)

Filed 2026-10-21

Triad Wealth Partners, LLC

DECREASED

Shares29,674 from 33,513

Change-3,839 (-11%)

Value$2.2M (-$298.5K)

Filed 2026-10-26

WealthPlan Investment Management, LLC

DECREASED

Shares26,006 from 242,169

Change-216,163 (-89%)

Value$1.9M (-$15.4M)

Filed 2026-10-15

Great Valley Advisor Group, Inc.

INCREASED

Shares21,287 from 17,954

Change+3,333 (+19%)

Value$1.5M (+$265.2K)

Filed 2026-11-09

Commonwealth Equity Services, LLC

DECREASED

Shares20,510 from 25,290

Change-4,780 (-19%)

Value$1.5M (-$314.2K)

Filed 2026-11-02

WBH Advisory Inc

DECREASED

Shares18,837 from 40,247

Change-21,410 (-53%)

Value$1.4M (-$1.5M)

Filed 2026-11-05

Ascent Group, LLC

DECREASED

Shares11,885 from 20,971

Change-9,086 (-43%)

Value$861.7K (-$631.9K)

Filed 2026-10-30

Ascentis Independent Advisors

NEW

Shares10,706

Change+10,706

Value$776.2K

Filed 2026-11-03

IFP Advisors, Inc

DECREASED

Shares10,554 from 10,826

Change-272 (-3%)

Value$765.2K (-$5.9K)

Filed 2026-10-16

Daymark Wealth Partners, LLC

DECREASED

Shares10,360 from 13,724

Change-3,364 (-25%)

Value$751.0K (-$226.3K)

Filed 2026-11-04

Vise Technologies, Inc.

DECREASED

Shares6,466 from 6,757

Change-291 (-4%)

Value$468.8K (-$12.4K)

Filed 2026-10-29

MLG Wealth Management DBA Pine Grove Financial Group

DECREASED

Shares5,542 from 91,153

Change-85,611 (-94%)

Value$401.8K (-$6.1M)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares4,611 from 132,680

Change-128,069 (-97%)

Value$334.0K (-$9.1M)

Filed 2026-11-02

AdvisorNet Financial, Inc

DECREASED

Shares4,538 from 9,382

Change-4,844 (-52%)

Value$327.8K (-$340.4K)

Filed 2026-10-15

Principle Wealth Partners LLC

DECREASED

Shares4,382 from 5,797

Change-1,415 (-24%)

Value$317.7K (-$95.1K)

Filed 2026-11-02

Elevation Wealth Management LLC

DECREASED

Shares3,880 from 8,344

Change-4,464 (-53%)

Value$281.3K (-$312.9K)

Filed 2026-11-02

MN Wealth Advisors, LLC

DECREASED

Shares3,762 from 5,293

Change-1,531 (-29%)

Value$272.7K (-$104.2K)

Filed 2026-10-23

Emergent Wealth Advisors, LLC

DECREASED

Shares3,295 from 6,456

Change-3,161 (-49%)

Value$238.9K (-$220.9K)

Filed 2026-10-09

Farther Finance Advisors, LLC

DECREASED

Shares3,157 from 9,299

Change-6,142 (-66%)

Value$228.9K (-$433.0K)

Filed 2026-10-08

WealthPLAN Partners, LLC

DECREASED

Shares3,129 from 36,917

Change-33,788 (-92%)

Value$226.9K (-$2.4M)

Filed 2026-10-15

Ignite Planners, LLC

DECREASED

Shares2,798 from 3,084

Change-286 (-9%)

Value$202.9K (-$16.8K)

Filed 2026-10-14

3Chopt Investment Partners, LLC

DECREASED

Shares1,136 from 4,748

Change-3,612 (-76%)

Value$82.4K (-$255.8K)

Filed 2026-10-30

Geneos Wealth Management Inc.

UNCHANGED

Shares875 from 875

Change0 (0%)

Value$63.4K (+$1.1K)

Filed 2026-11-09

Cordgrass Capital Advisors, LLC

DECREASED

Shares678 from 764

Change-86 (-11%)

Value$49.2K (-$5.3K)

Filed 2026-10-30

Root Financial Partners, LLC

NEW

Shares658

Change+658

Value$47.7K

Filed 2026-10-21

Harbor Investment Advisory, LLC

UNCHANGED

Shares540 from 540

Change0 (0%)

Value$39.2K (+$691)

Filed 2026-10-13

Rossby Financial, LCC

UNCHANGED

Shares141 from 141

Change0 (0%)

Value$10.2K (+$181)

Filed 2026-11-05

Spire Wealth Management

DECREASED

Shares84 from 89

Change-5 (-6%)

Value$6.1K (-$249)

Filed 2026-10-30

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares74 from 10,858

Change-10,784 (-99%)

Value$5.4K (-$767.9K)

Filed 2026-10-05

SBI Securities Co., Ltd.

INCREASED

Shares71 from 61

Change+10 (+16%)

Value$5.1K (+$804)

Filed 2026-10-22

Bank of Montreal

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$3.4K (+$61)

Filed 2026-11-09

Bare Financial Services, Inc

NEW

Shares45

Change+45

Value$3.3K

Filed 2026-11-04

Private Trust Co NA

DECREASED

Shares35 from 2,042

Change-2,007 (-98%)

Value$2.5K (-$142.9K)

Filed 2026-10-20

Park Avenue Securities LLC

CLOSED

Shares0 from 74,156

Change-74,156 (-100%)

Value$0 (-$5.3M)

Filed 2026-10-26

Unique Wealth, LLC

CLOSED

Shares0 from 17,272

Change-17,272 (-100%)

Value$0 (-$1.2M)

Filed 2026-10-16

Lake Street Private Wealth, LLC

CLOSED

Shares0 from 7,673

Change-7,673 (-100%)

Value$0 (-$546.5K)

Filed 2026-10-22

Lockerman Financial Group, Inc.

CLOSED

Shares0 from 7,299

Change-7,299 (-100%)

Value$0 (-$519.8K)

Filed 2026-10-19

Firethorn Wealth Partners, LLC

CLOSED

Shares0 from 4,556

Change-4,556 (-100%)

Value$0 (-$324.5K)

Filed 2026-10-14

Richardson Financial Services Inc.

CLOSED

Shares0 from 3,122

Change-3,122 (-100%)

Value$0 (-$222.4K)

Filed 2026-10-30

Capital Investment Advisory Services, LLC

CLOSED

Shares0 from 1,620

Change-1,620 (-100%)

Value$0 (-$115.4K)

Filed 2026-10-30

Cornerstone Planning Group LLC

CLOSED

Shares0 from 322

Change-322 (-100%)

Value$0 (-$23.1K)

Filed 2026-10-16

Fifth Third Bancorp

CLOSED

Shares0 from 52

Change-52 (-100%)

Value$0 (-$3.7K)

Filed 2026-11-05

Halbert Hargrove Global Advisors, LLC

CLOSED

Shares0 from 4

Change-4 (-100%)

Value$0 (-$285)

Filed 2026-10-16

JPMorgan Chase & Co

N/A

Shares— from 61,618,247

Change-61,618,247 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 769,205

Change-769,205 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 699,827

Change-699,827 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 536,693

Change-536,693 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 454,705

Change-454,705 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 232,001

Change-232,001 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 185,256

Change-185,256 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 164,645

Change-164,645 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 113,259

Change-113,259 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 104,319

Change-104,319 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 74,129

Change-74,129 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 62,361

Change-62,361 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 47,662

Change-47,662 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 45,806

Change-45,806 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 44,349

Change-44,349 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 34,943

Change-34,943 (-100%)

Value—

Hopwood Nicholas Hunter

N/A

Shares— from 29,107

Change-29,107 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 27,655

Change-27,655 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 24,254

Change-24,254 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 17,833

Change-17,833 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 14,760

Change-14,760 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 12,903

Change-12,903 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 11,431

Change-11,431 (-100%)

Value—

Wayfinding Financial, LLC

N/A

Shares— from 9,669

Change-9,669 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 9,659

Change-9,659 (-100%)

Value—

UBS Group AG

N/A

Shares— from 9,655

Change-9,655 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 7,539

Change-7,539 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 7,121

Change-7,121 (-100%)

Value—

Kintra Wealth, LLC

N/A

Shares— from 6,782

Change-6,782 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 6,705

Change-6,705 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 6,039

Change-6,039 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 5,718

Change-5,718 (-100%)

Value—

XP Advisory US, Inc.

N/A

Shares— from 5,461

Change-5,461 (-100%)

Value—

Medallion Wealth Advisors, LLC

N/A

Shares— from 5,355

Change-5,355 (-100%)

Value—

Ascension Capital Advisors, Inc.

N/A

Shares— from 4,588

Change-4,588 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 4,513

Change-4,513 (-100%)

Value—

Cary Street Partners Investment Advisory LLC

N/A

Shares— from 4,109

Change-4,109 (-100%)

Value—

Twin Peaks Wealth Advisors, LLC

N/A

Shares— from 3,817

Change-3,817 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 3,651

Change-3,651 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 3,589

Change-3,589 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 3,347

Change-3,347 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 3,085

Change-3,085 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 2,829

Change-2,829 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,736

Change-2,736 (-100%)

Value—

Tripletail Wealth Management, LLC

N/A

Shares— from 1,952

Change-1,952 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,121

Change-1,121 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,091

Change-1,091 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 811

Change-811 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 448

Change-448 (-100%)

Value—

Orion Capital Management LLC

N/A

Shares— from 354

Change-354 (-100%)

Value—

Cary Street Partners Financial LLC

N/A

Shares— from 279

Change-279 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 211

Change-211 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 167

Change-167 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 152

Change-152 (-100%)

Value—

LGT Financial Advisors LLC

N/A

Shares— from 104

Change-104 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 74

Change-74 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 49

Change-49 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 19

Change-19 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 6

Change-6 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 0

Change0

Value—

	Status
Mitsubishi UFJ Asset Management Co., Ltd.	INCREASED	1,319,892	1,290,924	+28,968	+2%	$91.9M	$95.7M	+$3.8M	2026-11-05
Arlington Financial Advisors, LLC	INCREASED	345,370	340,971	+4,399	+1%	$24.3M	$25.0M	+$755.4K	2026-10-19
HUB Investment Partners, LLC	DECREASED	135,934	138,345	-2,411	-2%	$9.9M	$9.9M	+$2.3K	2026-11-03
Wesbanco Bank Inc	UNCHANGED	114,866	114,866	0	0%	$8.2M	$8.3M	+$147.0K	2026-11-04
LPL Financial LLC	DECREASED	67,817	769,101	-701,284	-91%	$54.8M	$4.9M	-$49.9M	2026-11-06
Visionary Wealth Advisors	DECREASED	48,095	61,852	-13,757	-22%	$4.4M	$3.5M	-$918.2K	2026-11-04
Assetmark, Inc	DECREASED	35,582	235,329	-199,747	-85%	$16.8M	$2.6M	-$14.2M	2026-10-21
Triad Wealth Partners, LLC	DECREASED	29,674	33,513	-3,839	-11%	$2.4M	$2.2M	-$298.5K	2026-10-26
WealthPlan Investment Management, LLC	DECREASED	26,006	242,169	-216,163	-89%	$17.2M	$1.9M	-$15.4M	2026-10-15
Great Valley Advisor Group, Inc.	INCREASED	21,287	17,954	+3,333	+19%	$1.3M	$1.5M	+$265.2K	2026-11-09
Commonwealth Equity Services, LLC	DECREASED	20,510	25,290	-4,780	-19%	$1.8M	$1.5M	-$314.2K	2026-11-02
WBH Advisory Inc	DECREASED	18,837	40,247	-21,410	-53%	$2.9M	$1.4M	-$1.5M	2026-11-05
Ascent Group, LLC	DECREASED	11,885	20,971	-9,086	-43%	$1.5M	$861.7K	-$631.9K	2026-10-30
Ascentis Independent Advisors	NEW	10,706	—	+10,706	—	—	$776.2K	—	2026-11-03
IFP Advisors, Inc	DECREASED	10,554	10,826	-272	-3%	$771.0K	$765.2K	-$5.9K	2026-10-16
Daymark Wealth Partners, LLC	DECREASED	10,360	13,724	-3,364	-25%	$977.4K	$751.0K	-$226.3K	2026-11-04
Vise Technologies, Inc.	DECREASED	6,466	6,757	-291	-4%	$481.2K	$468.8K	-$12.4K	2026-10-29
MLG Wealth Management DBA Pine Grove Financial Group	DECREASED	5,542	91,153	-85,611	-94%	$6.5M	$401.8K	-$6.1M	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	4,611	132,680	-128,069	-97%	$9.4M	$334.0K	-$9.1M	2026-11-02
AdvisorNet Financial, Inc	DECREASED	4,538	9,382	-4,844	-52%	$668.2K	$327.8K	-$340.4K	2026-10-15
Principle Wealth Partners LLC	DECREASED	4,382	5,797	-1,415	-24%	$412.8K	$317.7K	-$95.1K	2026-11-02
Elevation Wealth Management LLC	DECREASED	3,880	8,344	-4,464	-53%	$594.2K	$281.3K	-$312.9K	2026-11-02
MN Wealth Advisors, LLC	DECREASED	3,762	5,293	-1,531	-29%	$377.0K	$272.7K	-$104.2K	2026-10-23
Emergent Wealth Advisors, LLC	DECREASED	3,295	6,456	-3,161	-49%	$459.8K	$238.9K	-$220.9K	2026-10-09
Farther Finance Advisors, LLC	DECREASED	3,157	9,299	-6,142	-66%	$661.9K	$228.9K	-$433.0K	2026-10-08
WealthPLAN Partners, LLC	DECREASED	3,129	36,917	-33,788	-92%	$2.6M	$226.9K	-$2.4M	2026-10-15
Ignite Planners, LLC	DECREASED	2,798	3,084	-286	-9%	$219.6K	$202.9K	-$16.8K	2026-10-14
3Chopt Investment Partners, LLC	DECREASED	1,136	4,748	-3,612	-76%	$338.2K	$82.4K	-$255.8K	2026-10-30
Geneos Wealth Management Inc.	UNCHANGED	875	875	0	0%	$62.3K	$63.4K	+$1.1K	2026-11-09
Cordgrass Capital Advisors, LLC	DECREASED	678	764	-86	-11%	$54.4K	$49.2K	-$5.3K	2026-10-30
Root Financial Partners, LLC	NEW	658	—	+658	—	—	$47.7K	—	2026-10-21
Harbor Investment Advisory, LLC	UNCHANGED	540	540	0	0%	$38.5K	$39.2K	+$691	2026-10-13
Rossby Financial, LCC	UNCHANGED	141	141	0	0%	$10.0K	$10.2K	+$181	2026-11-05
Spire Wealth Management	DECREASED	84	89	-5	-6%	$6.3K	$6.1K	-$249	2026-10-30
MassMutual Private Wealth & Trust, FSB	DECREASED	74	10,858	-10,784	-99%	$773.3K	$5.4K	-$767.9K	2026-10-05
SBI Securities Co., Ltd.	INCREASED	71	61	+10	+16%	$4.3K	$5.1K	+$804	2026-10-22
Bank of Montreal	UNCHANGED	47	47	0	0%	$3.3K	$3.4K	+$61	2026-11-09
Bare Financial Services, Inc	NEW	45	—	+45	—	—	$3.3K	—	2026-11-04
Private Trust Co NA	DECREASED	35	2,042	-2,007	-98%	$145.4K	$2.5K	-$142.9K	2026-10-20
Park Avenue Securities LLC	CLOSED	0	74,156	-74,156	-100%	$5.3M	$0	-$5.3M	2026-10-26
Unique Wealth, LLC	CLOSED	0	17,272	-17,272	-100%	$1.2M	$0	-$1.2M	2026-10-16
Lake Street Private Wealth, LLC	CLOSED	0	7,673	-7,673	-100%	$546.5K	$0	-$546.5K	2026-10-22
Lockerman Financial Group, Inc.	CLOSED	0	7,299	-7,299	-100%	$519.8K	$0	-$519.8K	2026-10-19
Firethorn Wealth Partners, LLC	CLOSED	0	4,556	-4,556	-100%	$324.5K	$0	-$324.5K	2026-10-14
Richardson Financial Services Inc.	CLOSED	0	3,122	-3,122	-100%	$222.4K	$0	-$222.4K	2026-10-30
Capital Investment Advisory Services, LLC	CLOSED	0	1,620	-1,620	-100%	$115.4K	$0	-$115.4K	2026-10-30
Cornerstone Planning Group LLC	CLOSED	0	322	-322	-100%	$23.1K	$0	-$23.1K	2026-10-16
Fifth Third Bancorp	CLOSED	0	52	-52	-100%	$3.7K	$0	-$3.7K	2026-11-05
Halbert Hargrove Global Advisors, LLC	CLOSED	0	4	-4	-100%	$285	$0	-$285	2026-10-16
JPMorgan Chase & Co	N/A	—	61,618,247	-61,618,247	-100%	$4.3B	—	—	—
Morgan Stanley	N/A	—	769,205	-769,205	-100%	$54.8M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	699,827	-699,827	-100%	$49.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	536,693	-536,693	-100%	$38.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	454,705	-454,705	-100%	$32.4M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	232,001	-232,001	-100%	$16.5M	—	—	—
Cetera Investment Advisers	N/A	—	185,256	-185,256	-100%	$13.2M	—	—	—
UBS Asset Management Americas LLC	N/A	—	164,645	-164,645	-100%	$11.7M	—	—	—
Integrated Wealth Concepts LLC	N/A	—	113,259	-113,259	-100%	$8.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	104,319	-104,319	-100%	$7.4M	—	—	—
Summit Financial, LLC	N/A	—	74,129	-74,129	-100%	$5.3M	—	—	—
Bank of America Corp	N/A	—	62,361	-62,361	-100%	$4.4M	—	—	—
Osaic Holdings, Inc.	N/A	—	47,662	-47,662	-100%	$3.4M	—	—	—
MML Investors Services, LLC	N/A	—	45,806	-45,806	-100%	$3.3M	—	—	—
Jane Street Group, LLC	N/A	—	44,349	-44,349	-100%	$3.2M	—	—	—
Mutual Advisors, LLC	N/A	—	34,943	-34,943	-100%	$2.5M	—	—	—
Hopwood Nicholas Hunter	N/A	—	29,107	-29,107	-100%	$2.1M	—	—	—
CreativeOne Wealth, LLC	N/A	—	27,655	-27,655	-100%	$2.0M	—	—	—
5T Wealth, LLC	N/A	—	24,254	-24,254	-100%	$1.7M	—	—	—
Raymond James Financial Inc	N/A	—	17,833	-17,833	-100%	$1.3M	—	—	—
Stifel Financial Corp	N/A	—	14,760	-14,760	-100%	$1.1M	—	—	—
Wells Fargo & Company	N/A	—	12,903	-12,903	-100%	$919.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	11,431	-11,431	-100%	$795.8K	—	—	—
Wayfinding Financial, LLC	N/A	—	9,669	-9,669	-100%	$688.0K	—	—	—
Flow Traders U.S. LLC	N/A	—	9,659	-9,659	-100%	$688.0K	—	—	—
UBS Group AG	N/A	—	9,655	-9,655	-100%	$687.6K	—	—	—
NewEdge Advisors, LLC	N/A	—	7,539	-7,539	-100%	$536.9K	—	—	—
Royal Bank of Canada	N/A	—	7,121	-7,121	-100%	$508.0K	—	—	—
Kintra Wealth, LLC	N/A	—	6,782	-6,782	-100%	$506.7K	—	—	—
Equitable Holdings, Inc.	N/A	—	6,705	-6,705	-100%	$477.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	6,039	-6,039	-100%	$430.1K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	5,718	-5,718	-100%	$407.2K	—	—	—
XP Advisory US, Inc.	N/A	—	5,461	-5,461	-100%	$388.9K	—	—	—
Medallion Wealth Advisors, LLC	N/A	—	5,355	-5,355	-100%	$526.6K	—	—	—
Ascension Capital Advisors, Inc.	N/A	—	4,588	-4,588	-100%	$326.8K	—	—	—
Advisory Services Network, LLC	N/A	—	4,513	-4,513	-100%	$321.4K	—	—	—
Cary Street Partners Investment Advisory LLC	N/A	—	4,109	-4,109	-100%	$292.6K	—	—	—
Twin Peaks Wealth Advisors, LLC	N/A	—	3,817	-3,817	-100%	$271.8K	—	—	—
IHT Wealth Management, LLC	N/A	—	3,651	-3,651	-100%	$260.0K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	3,589	-3,589	-100%	$255.6K	—	—	—
GeoWealth Management, LLC	N/A	—	3,347	-3,347	-100%	$238.4K	—	—	—
Private Advisor Group, LLC	N/A	—	3,085	-3,085	-100%	$219.7K	—	—	—
Benjamin Edwards Inc	N/A	—	2,829	-2,829	-100%	$201.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,736	-2,736	-100%	$194.8K	—	—	—
Tripletail Wealth Management, LLC	N/A	—	1,952	-1,952	-100%	$139.2K	—	—	—
National Bank of Canada	N/A	—	1,121	-1,121	-100%	$79.7K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,091	-1,091	-100%	$78.1K	—	—	—
Capital Analysts, LLC	N/A	—	811	-811	-100%	$58.0K	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	448	-448	-100%	$31.9K	—	—	—
Orion Capital Management LLC	N/A	—	354	-354	-100%	$25.2K	—	—	—
Cary Street Partners Financial LLC	N/A	—	279	-279	-100%	$19.9K	—	—	—
Vision Retirement, LLC	N/A	—	211	-211	-100%	$15.0K	—	—	—
Vanguard Advisers Inc	N/A	—	167	-167	-100%	$11.9K	—	—	—
BlackRock, Inc.	N/A	—	152	-152	-100%	$10.8K	—	—	—
LGT Financial Advisors LLC	N/A	—	104	-104	-100%	$7.4K	—	—	—
ST Germain D J Co Inc	N/A	—	74	-74	-100%	$5.3K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	49	-49	-100%	$3.5K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	19	-19	-100%	$1.4K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	6	-6	-100%	$427	—	—	—
Nomura Asset Management Co LTD	N/A	—	0	0	—	$0	—	—	—

Showing 109 of 109 institutions