JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF(BBAX)

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JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF(BBAX)

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BBAX(BBAX)

BBAX

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Institutional Ownership

Top 179 Institutional Holders

Holder	Shares	Date	Change	% Held
Global Wealth Strategies & Associates	--	Jun 30, 26	-2	--
JPMORGAN CHASE & CO	85.43M	Mar 31, 26	+1.71M	79.85%
BANK OF AMERICA CORP /DE/	9.44M	Mar 31, 26	+830.52K	8.82%
JANUS HENDERSON GROUP PLC	445.28K	Mar 31, 26	-24.20K	0.42%
AIA Group Ltd	365.91K	Mar 31, 26	-6.18K	0.34%
MORGAN STANLEY	364.45K	Mar 31, 26	+28.87K	0.34%
Municipal Employees' Retirement System of Michigan	298.79K	Mar 31, 26	--	0.28%
ATLAS CAPITAL ADVISORS LLC	185.47K	Mar 31, 26	+8.98K	0.17%
SIMON QUICK ADVISORS, LLC	172.25K	Mar 31, 26	-1.46K	0.16%
LPL Financial LLC	95.95K	Mar 31, 26	+27.82K	0.09%
UBS Group AG	91.62K	Mar 31, 26	+11.62K	0.09%
WELLS FARGO & COMPANY/MN	72.54K	Mar 31, 26	+3.51K	0.07%
PGIM Custom Harvest LLC	70.20K	Mar 31, 26	+1.74K	0.07%
JANE STREET GROUP, LLC	66.09K	Mar 31, 26	-7.43K	0.06%
SYON CAPITAL LLC	47.39K	Mar 31, 26	+2.48K	0.04%
CITADEL ADVISORS LLC	45.78K	Mar 31, 26	+45.78K	0.04%
Badgley Phelps Wealth Managers, LLC	39.08K	Mar 31, 26	-209.44K	0.04%
CHOREO, LLC	36.55K	Mar 31, 26	+221	0.03%
Quantinno Capital Management LP	35.70K	Mar 31, 26	+10.32K	0.03%
CWM, LLC	34.62K	Mar 31, 26	+22.92K	0.03%
Rockefeller Capital Management L.P.	33.88K	Mar 31, 26	-5.26K	0.03%
NORTHERN TRUST CORP	26.63K	Mar 31, 26	-1.77K	0.02%
OLD NATIONAL BANCORP /IN/	24.85K	Mar 31, 26	--	0.02%
Resources Investment Advisors, LLC.	23.27K	Mar 31, 26	+14.81K	0.02%
MML INVESTORS SERVICES, LLC	21.14K	Mar 31, 26	-3.67K	0.02%
Beacon Pointe Advisors, LLC	19.68K	Mar 31, 26	+19.68K	0.02%
Creative Planning	19.65K	Mar 31, 26	+11.25K	0.02%
Robertson Stephens Wealth Management, LLC	19.11K	Mar 31, 26	-34	0.02%
FIFTH THIRD BANCORP	16.84K	Mar 31, 26	+16.84K	0.02%
CI Private Wealth, LLC	16.49K	Mar 31, 26	+2.39K	0.02%
CERTUITY, LLC	14.77K	Mar 31, 26	+14.77K	0.01%
Circle Wealth Management, LLC	12.88K	Mar 31, 26	+2.34K	0.01%
FMR LLC	10.88K	Mar 31, 26	+4.66K	0.01%
BLAIR WILLIAM & CO/IL	10.78K	Mar 31, 26	+180	0.01%
ENVESTNET ASSET MANAGEMENT INC	10.24K	Mar 31, 26	+10.24K	0.01%
Cresset Asset Management, LLC	8.84K	Mar 31, 26	+8.84K	0.01%
Dorsey & Whitney Trust CO LLC	8.19K	Mar 31, 26	--	0.01%
RAYMOND JAMES FINANCIAL INC	7.88K	Mar 31, 26	+685	0.01%
STEPHENS INC /AR/	7.78K	Mar 31, 26	+7.78K	0.01%
Y-Intercept (Hong Kong) Ltd	7.48K	Mar 31, 26	+7.48K	0.01%
Icon Wealth Advisors, LLC	7.36K	Mar 31, 26	+2	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6.60K	Mar 31, 26	+1.08K	0.01%
BROWN BROTHERS HARRIMAN & CO	6.55K	Mar 31, 26	--	0.01%
US BANCORP \DE\	6.54K	Mar 31, 26	-3.32K	0.01%
Ballentine Partners, LLC	6.43K	Mar 31, 26	--	0.01%
Cetera Investment Advisers	6.39K	Mar 31, 26	-1.15K	0.01%
Pathstone Holdings, LLC	6.05K	Mar 31, 26	-236	0.01%
Cloud Capital Management, LLC	5.11K	Mar 31, 26	--	0.00%
Cerity Partners LLC	4.89K	Mar 31, 26	-955	0.00%
IEQ CAPITAL, LLC	4.83K	Mar 31, 26	+752	0.00%
FSM Wealth Advisors, LLC	4.59K	Mar 31, 26	--	0.00%
Waverly Advisors, LLC	4.55K	Mar 31, 26	+3.10K	0.00%
Mariner, LLC	4.39K	Mar 31, 26	+138	0.00%
SEVEN MILE ADVISORY	4.20K	Mar 31, 26	+4.20K	0.00%
HRT FINANCIAL LP	3.98K	Mar 31, 26	+3.98K	0.00%
Morton Capital Management LLC/CA	3.92K	Mar 31, 26	+145	0.00%
TRUIST FINANCIAL CORP	3.85K	Mar 31, 26	-54	0.00%
Sanctuary Advisors, LLC	3.79K	Mar 31, 26	+3.79K	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	3.79K	Mar 31, 26	+2.95K	0.00%
MERCER GLOBAL ADVISORS INC /ADV	3.74K	Mar 31, 26	+3.74K	0.00%
waypoint wealth counsel	3.57K	Mar 31, 26	--	0.00%
Wealthspire Advisors, LLC	3.54K	Mar 31, 26	+3.54K	0.00%
Colony Group, LLC	3.47K	Mar 31, 26	+3.47K	0.00%
Inscription Capital, LLC	3.40K	Mar 31, 26	+3.40K	0.00%
ADVISOR GROUP HOLDINGS, INC.	2.90K	Mar 31, 26	+453	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	2.70K	Mar 31, 26	-1.52K	0.00%
ROYAL BANK OF CANADA	2.65K	Mar 31, 26	-49	0.00%
Crewe Advisors LLC	1.65K	Mar 31, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.37K	Mar 31, 26	--	0.00%
Destiny Wealth Partners, LLC	1.28K	Mar 31, 26	+1.28K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.12K	Mar 31, 26	+82	0.00%
PRIVATE TRUST CO NA	1.06K	Mar 31, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	885	Mar 31, 26	+885	0.00%
TRUST CO OF TOLEDO NA /OH/	856	Mar 31, 26	+856	0.00%
Arlington Trust Co LLC	833	Mar 31, 26	+833	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	679	Mar 31, 26	-25	0.00%
BlackRock, Inc.	671	Mar 31, 26	-138	0.00%
AE Wealth Management LLC	670	Mar 31, 26	-133	0.00%
Farmers & Merchants Trust Co of Chambersburg PA	592	Mar 31, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	587	Mar 31, 26	+525	0.00%
NewEdge Advisors, LLC	526	Mar 31, 26	+275	0.00%
Farther Finance Advisors, LLC	490	Mar 31, 26	+2	0.00%
FRANKLIN RESOURCES INC	483	Mar 31, 26	+363	0.00%
Advisory Services Network, LLC	371	Mar 31, 26	+371	0.00%
SIGNATUREFD, LLC	363	Mar 31, 26	+12	0.00%
Avalon Trust Co	345	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	322	Mar 31, 26	+322	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	295	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	269	Mar 31, 26	+269	0.00%
Spire Wealth Management	251	Mar 31, 26	--	0.00%
ASSETMARK, INC	232	Mar 31, 26	+40	0.00%
Allworth Financial LP	225	Mar 31, 26	+165	0.00%
NBC SECURITIES, INC.	213	Mar 31, 26	+195	0.00%
Newbridge Financial Services Group, Inc.	201	Mar 31, 26	+38	0.00%
Ronald Blue Trust, Inc.	193	Mar 31, 26	-4	0.00%
CULLEN/FROST BANKERS, INC.	192	Mar 31, 26	+156	0.00%
Delos Wealth Advisors, LLC	191	Mar 31, 26	--	0.00%
Turtle Creek Wealth Advisors, LLC	177	Mar 31, 26	+177	0.00%
HARBOUR INVESTMENTS, INC.	174	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	168	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	164	Mar 31, 26	+101	0.00%
Parkside Financial Bank & Trust	156	Mar 31, 26	--	0.00%
Clearstead Advisors, LLC	152	Mar 31, 26	+152	0.00%
ALBION FINANCIAL GROUP /UT	144	Mar 31, 26	--	0.00%
GAMMA Investing LLC	144	Mar 31, 26	+144	0.00%
SRS Capital Advisors, Inc.	137	Mar 31, 26	+17	0.00%
Archer Investment Corp	132	Mar 31, 26	--	0.00%
CVA Family Office, LLC	128	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	125	Mar 31, 26	+125	0.00%
Larson Financial Group LLC	124	Mar 31, 26	-1	0.00%
ANGELES WEALTH MANAGEMENT, LLC	116	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	111	Mar 31, 26	+37	0.00%
HANTZ FINANCIAL SERVICES, INC.	104	Mar 31, 26	+4	0.00%
Steward Partners Investment Advisory, LLC	100	Mar 31, 26	+17	0.00%
Breakwater Investment Management	92	Mar 31, 26	--	0.00%
Mowery & Schoenfeld Wealth Management, LLC	80	Mar 31, 26	+80	0.00%
Lloyd Advisory Services, LLC.	74	Mar 31, 26	+74	0.00%
Kingdom Financial Group LLC.	74	Mar 31, 26	+1	0.00%
HHM Wealth Advisors, LLC	73	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	61	Mar 31, 26	--	0.00%
MAI Capital Management	57	Mar 31, 26	-61	0.00%
Covestor Ltd	56	Mar 31, 26	-5	0.00%
Greykasell Wealth Strategies, Inc.	56	Mar 31, 26	+56	0.00%
Riverview Trust Co	56	Mar 31, 26	+56	0.00%
Inspire Investing, LLC	43	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	39	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	35	Mar 31, 26	--	0.00%
Activest Wealth Management	32	Mar 31, 26	--	0.00%
Qube Research & Technologies Ltd	29	Mar 31, 26	+29	0.00%
CoreCap Advisors, LLC	26	Mar 31, 26	-62	0.00%
Vanguard National Trust Co	25	Mar 31, 26	+25	0.00%
McIlrath & Eck, LLC	25	Mar 31, 26	--	0.00%
IFP Advisors, Inc	24	Mar 31, 26	+24	0.00%
Glen Eagle Advisors, LLC	18	Mar 31, 26	--	0.00%
Rialto Wealth Management, LLC	17	Mar 31, 26	+17	0.00%
Fortis Group Advisors, LLC	14	Mar 31, 26	--	0.00%
Eukles Asset Management	14	Mar 31, 26	--	0.00%
Granite FO LLC	12	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	10	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	6	Mar 31, 26	+6	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	4	Mar 31, 26	+4	0.00%
Global Wealth Strategies & Associates	2	Mar 31, 26	-17	0.00%
Russell Investments Group, Ltd.	1	Mar 31, 26	--	0.00%
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-23	--
TCTC Holdings, LLC	--	Mar 31, 26	-73	--
Keel Point, LLC	--	Mar 31, 26	-44.11K	--
AMERIPRISE FINANCIAL INC	--	Mar 31, 26	-4.14K	--
HALLMARK CAPITAL MANAGEMENT INC	--	Mar 31, 26	-123	--
MASECO LLP	--	Mar 31, 26	-216	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-3.02K	--
Triumph Capital Management	--	Mar 31, 26	-10	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-13	--
BESSEMER GROUP INC	--	Mar 31, 26	-38	--
Plante Moran Financial Advisors, LLC	--	Mar 31, 26	-108	--
EXCHANGE TRADED CONCEPTS, LLC	--	Mar 31, 26	-2.44K	--
Geneos Wealth Management Inc.	--	Mar 31, 26	-138	--
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	--	Mar 31, 26	-3.65K	--
BOKF, NA	--	Mar 31, 26	-731	--
Bogart Wealth, LLC	--	Mar 31, 26	-44	--
Orion Capital Management LLC	--	Mar 31, 26	-274	--
Quadrature Capital Ltd	--	Mar 31, 26	-12.67K	--
Aptus Capital Advisors, LLC	--	Mar 31, 26	-104	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-119	--
STIFEL FINANCIAL CORP	--	Mar 31, 26	-3.80K	--
COMERICA BANK	12.05K	Dec 31, 25	-6.47K	0.01%
CIBC Private Wealth Group, LLC	735	Dec 31, 25	+637	0.00%
Legacy Investment Solutions, LLC	74	Jun 30, 25	+74	0.00%
Proquility Private Wealth Partners, LLC	167.55K	Mar 31, 25	+29.57K	0.16%
LAKE STREET ADVISORS GROUP, LLC	21.86K	Dec 31, 24	--	0.02%
RAYMOND JAMES TRUST N.A.	5.21K	Sep 30, 24	+5.21K	0.00%
M&R CAPITAL MANAGEMENT INC	69	Sep 30, 24	--	0.00%
Icon Wealth Partners, LLC	7.30K	Sep 30, 23	--	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	--	Sep 30, 23	-15.30K	--
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-35	--
WIPFLI FINANCIAL ADVISORS LLC,	3.90K	Sep 30, 22	+3.90K	0.00%
American Portfolios Advisors	201	Sep 30, 22	--	0.00%
Lenox Wealth Advisors, LLC	140	Mar 31, 22	+140	0.00%
Barrett Asset Management, LLC	--	Mar 31, 22	-3.38K	--
Homrich & Berg	10.04K	Sep 30, 21	+10.04K	0.01%

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Holder

Date

Change

% Held

Global Wealth Strategies & Associates

Jun 30, 26

-2

JPMORGAN CHASE & CO

85.43M

Mar 31, 26

+1.71M

79.85%

BANK OF AMERICA CORP /DE/

9.44M

Mar 31, 26

+830.52K

8.82%

JANUS HENDERSON GROUP PLC

445.28K

Mar 31, 26

-24.20K

0.42%

AIA Group Ltd

365.91K

Mar 31, 26

-6.18K

0.34%

MORGAN STANLEY

364.45K

Mar 31, 26

+28.87K

0.34%

Municipal Employees' Retirement System of Michigan

298.79K

Mar 31, 26

0.28%

ATLAS CAPITAL ADVISORS LLC

185.47K

Mar 31, 26

+8.98K

0.17%

SIMON QUICK ADVISORS, LLC

172.25K

Mar 31, 26

-1.46K

0.16%

LPL Financial LLC

95.95K

Mar 31, 26

+27.82K

0.09%

UBS Group AG

91.62K

Mar 31, 26

+11.62K

0.09%

WELLS FARGO & COMPANY/MN

72.54K

Mar 31, 26

+3.51K

0.07%

PGIM Custom Harvest LLC

70.20K

Mar 31, 26

+1.74K

0.07%

JANE STREET GROUP, LLC

66.09K

Mar 31, 26

-7.43K

0.06%

SYON CAPITAL LLC

47.39K

Mar 31, 26

+2.48K

0.04%

CITADEL ADVISORS LLC

45.78K

Mar 31, 26

+45.78K

0.04%

Badgley Phelps Wealth Managers, LLC

39.08K

Mar 31, 26

-209.44K

0.04%

CHOREO, LLC

36.55K

Mar 31, 26

+221

0.03%

Quantinno Capital Management LP

35.70K

Mar 31, 26

+10.32K

0.03%

CWM, LLC

34.62K

Mar 31, 26

+22.92K

0.03%

Rockefeller Capital Management L.P.

33.88K

Mar 31, 26

-5.26K

0.03%

NORTHERN TRUST CORP

26.63K

Mar 31, 26

-1.77K

0.02%

OLD NATIONAL BANCORP /IN/

24.85K

Mar 31, 26

0.02%

Resources Investment Advisors, LLC.

23.27K

Mar 31, 26

+14.81K

0.02%

MML INVESTORS SERVICES, LLC

21.14K

Mar 31, 26

-3.67K

0.02%

Beacon Pointe Advisors, LLC

19.68K

Mar 31, 26

+19.68K

0.02%

Creative Planning

19.65K

Mar 31, 26

+11.25K

0.02%

Robertson Stephens Wealth Management, LLC

19.11K

Mar 31, 26

-34

0.02%

FIFTH THIRD BANCORP

16.84K

Mar 31, 26

+16.84K

0.02%

CI Private Wealth, LLC

16.49K

Mar 31, 26

+2.39K

0.02%

CERTUITY, LLC

14.77K

Mar 31, 26

+14.77K

0.01%

Circle Wealth Management, LLC

12.88K

Mar 31, 26

+2.34K

0.01%

FMR LLC

10.88K

Mar 31, 26

+4.66K

0.01%

BLAIR WILLIAM & CO/IL

10.78K

Mar 31, 26

+180

0.01%

ENVESTNET ASSET MANAGEMENT INC

10.24K

Mar 31, 26

+10.24K

0.01%

Cresset Asset Management, LLC

8.84K

Mar 31, 26

+8.84K

0.01%

Dorsey & Whitney Trust CO LLC

8.19K

Mar 31, 26

0.01%

RAYMOND JAMES FINANCIAL INC

7.88K

Mar 31, 26

+685

0.01%

STEPHENS INC /AR/

7.78K

Mar 31, 26

+7.78K

0.01%

Y-Intercept (Hong Kong) Ltd

7.48K

Mar 31, 26

+7.48K

0.01%

Icon Wealth Advisors, LLC

7.36K

Mar 31, 26

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

6.60K

Mar 31, 26

+1.08K

0.01%

BROWN BROTHERS HARRIMAN & CO

6.55K

Mar 31, 26

0.01%

US BANCORP \DE\

6.54K

Mar 31, 26

-3.32K

0.01%

Ballentine Partners, LLC

6.43K

Mar 31, 26

0.01%

Cetera Investment Advisers

6.39K

Mar 31, 26

-1.15K

0.01%

Pathstone Holdings, LLC

6.05K

Mar 31, 26

-236

0.01%

Cloud Capital Management, LLC

5.11K

Mar 31, 26

0.00%

Cerity Partners LLC

4.89K

Mar 31, 26

-955

0.00%

IEQ CAPITAL, LLC

4.83K

Mar 31, 26

+752

0.00%

FSM Wealth Advisors, LLC

4.59K

Mar 31, 26

0.00%

Waverly Advisors, LLC

4.55K

Mar 31, 26

+3.10K

0.00%

Mariner, LLC

4.39K

Mar 31, 26

+138

0.00%

SEVEN MILE ADVISORY

4.20K

Mar 31, 26

+4.20K

0.00%

HRT FINANCIAL LP

3.98K

Mar 31, 26

+3.98K

0.00%

Morton Capital Management LLC/CA

3.92K

Mar 31, 26

+145

0.00%

TRUIST FINANCIAL CORP

3.85K

Mar 31, 26

-54

0.00%

Sanctuary Advisors, LLC

3.79K

Mar 31, 26

+3.79K

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

3.79K

Mar 31, 26

+2.95K

0.00%

MERCER GLOBAL ADVISORS INC /ADV

3.74K

Mar 31, 26

+3.74K

0.00%

waypoint wealth counsel

3.57K

Mar 31, 26

0.00%

Wealthspire Advisors, LLC

3.54K

Mar 31, 26

+3.54K

0.00%

Colony Group, LLC

3.47K

Mar 31, 26

+3.47K

0.00%

Inscription Capital, LLC

3.40K

Mar 31, 26

+3.40K

0.00%

ADVISOR GROUP HOLDINGS, INC.

2.90K

Mar 31, 26

+453

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

2.70K

Mar 31, 26

-1.52K

0.00%

ROYAL BANK OF CANADA

2.65K

Mar 31, 26

-49

0.00%

Crewe Advisors LLC

1.65K

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.37K

Mar 31, 26

0.00%

Destiny Wealth Partners, LLC

1.28K

Mar 31, 26

+1.28K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.12K

Mar 31, 26

+82

0.00%

PRIVATE TRUST CO NA

1.06K

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

885

Mar 31, 26

+885

0.00%

TRUST CO OF TOLEDO NA /OH/

856

Mar 31, 26

+856

0.00%

Arlington Trust Co LLC

833

Mar 31, 26

+833

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

679

Mar 31, 26

-25

0.00%

BlackRock, Inc.

671

Mar 31, 26

-138

0.00%

AE Wealth Management LLC

670

Mar 31, 26

-133

0.00%

Farmers & Merchants Trust Co of Chambersburg PA

592

Mar 31, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

587

Mar 31, 26

+525

0.00%

NewEdge Advisors, LLC

526

Mar 31, 26

+275

0.00%

Farther Finance Advisors, LLC

490

Mar 31, 26

0.00%

FRANKLIN RESOURCES INC

483

Mar 31, 26

+363

0.00%

Advisory Services Network, LLC

371

Mar 31, 26

+371

0.00%

SIGNATUREFD, LLC

363

Mar 31, 26

+12

0.00%

Avalon Trust Co

345

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

322

Mar 31, 26

+322

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

295

Mar 31, 26

0.00%

MATHER GROUP, LLC.

269

Mar 31, 26

+269

0.00%

Spire Wealth Management

251

Mar 31, 26

0.00%

ASSETMARK, INC

232

Mar 31, 26

+40

0.00%

Allworth Financial LP

225

Mar 31, 26

+165

0.00%

NBC SECURITIES, INC.

213

Mar 31, 26

+195

0.00%

Newbridge Financial Services Group, Inc.

201

Mar 31, 26

+38

0.00%

Ronald Blue Trust, Inc.

193

Mar 31, 26

-4

0.00%

CULLEN/FROST BANKERS, INC.

192

Mar 31, 26

+156

0.00%

Delos Wealth Advisors, LLC

191

Mar 31, 26

0.00%

Turtle Creek Wealth Advisors, LLC

177

Mar 31, 26

+177

0.00%

HARBOUR INVESTMENTS, INC.

174

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

168

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

164

Mar 31, 26

+101

0.00%

Parkside Financial Bank & Trust

156

Mar 31, 26

0.00%

Clearstead Advisors, LLC

152

Mar 31, 26

+152

0.00%

ALBION FINANCIAL GROUP /UT

144

Mar 31, 26

0.00%

GAMMA Investing LLC

144

Mar 31, 26

+144

0.00%

SRS Capital Advisors, Inc.

137

Mar 31, 26

+17

0.00%

Archer Investment Corp

132

Mar 31, 26

0.00%

CVA Family Office, LLC

128

Mar 31, 26

0.00%

Sound Income Strategies, LLC

125

Mar 31, 26

+125

0.00%

Larson Financial Group LLC

124

Mar 31, 26

-1

0.00%

ANGELES WEALTH MANAGEMENT, LLC

116

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

111

Mar 31, 26

+37

0.00%

HANTZ FINANCIAL SERVICES, INC.

104

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

100

Mar 31, 26

+17

0.00%

Breakwater Investment Management

Mar 31, 26

0.00%

Mowery & Schoenfeld Wealth Management, LLC

Mar 31, 26

+80

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

+74

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

0.00%

HHM Wealth Advisors, LLC

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

MAI Capital Management

Mar 31, 26

-61

0.00%

Covestor Ltd

Mar 31, 26

-5

0.00%

Greykasell Wealth Strategies, Inc.

Mar 31, 26

+56

0.00%

Riverview Trust Co

Mar 31, 26

+56

0.00%

Inspire Investing, LLC

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

0.00%

Ancora Advisors, LLC

Mar 31, 26

0.00%

Activest Wealth Management

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

Mar 31, 26

+29

0.00%

CoreCap Advisors, LLC

Mar 31, 26

-62

0.00%

Vanguard National Trust Co

Mar 31, 26

+25

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

IFP Advisors, Inc

Mar 31, 26

+24

0.00%

Glen Eagle Advisors, LLC

Mar 31, 26

0.00%

Rialto Wealth Management, LLC

Mar 31, 26

+17

0.00%

Fortis Group Advisors, LLC

Mar 31, 26

0.00%

Eukles Asset Management

Mar 31, 26

0.00%

Granite FO LLC

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Mar 31, 26

0.00%

Global Wealth Strategies & Associates

Mar 31, 26

-17

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

-23

TCTC Holdings, LLC

Mar 31, 26

-73

Keel Point, LLC

Mar 31, 26

-44.11K

AMERIPRISE FINANCIAL INC

Mar 31, 26

-4.14K

HALLMARK CAPITAL MANAGEMENT INC

Mar 31, 26

-123

MASECO LLP

Mar 31, 26

-216

Kestra Advisory Services, LLC

Mar 31, 26

-3.02K

Triumph Capital Management

Mar 31, 26

-10

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-13

BESSEMER GROUP INC

Mar 31, 26

-38

Plante Moran Financial Advisors, LLC

Mar 31, 26

-108

EXCHANGE TRADED CONCEPTS, LLC

Mar 31, 26

-2.44K

Geneos Wealth Management Inc.

Mar 31, 26

-138

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 31, 26

-3.65K

BOKF, NA

Mar 31, 26

-731

Bogart Wealth, LLC

Mar 31, 26

-44

Orion Capital Management LLC

Mar 31, 26

-274

Quadrature Capital Ltd

Mar 31, 26

-12.67K

Aptus Capital Advisors, LLC

Mar 31, 26

-104

Laurel Wealth Advisors LLC

Mar 31, 26

-119

STIFEL FINANCIAL CORP

Mar 31, 26

-3.80K

COMERICA BANK

12.05K

Dec 31, 25

-6.47K

0.01%

CIBC Private Wealth Group, LLC

735

Dec 31, 25

+637

0.00%

Legacy Investment Solutions, LLC

Jun 30, 25

+74

0.00%

Proquility Private Wealth Partners, LLC

167.55K

Mar 31, 25

+29.57K

0.16%

LAKE STREET ADVISORS GROUP, LLC

21.86K

Dec 31, 24

0.02%

RAYMOND JAMES TRUST N.A.

5.21K

Sep 30, 24

+5.21K

0.00%

M&R CAPITAL MANAGEMENT INC

Sep 30, 24

0.00%

Icon Wealth Partners, LLC

7.30K

Sep 30, 23

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Sep 30, 23

-15.30K

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-35

WIPFLI FINANCIAL ADVISORS LLC,

3.90K

Sep 30, 22

+3.90K

0.00%

American Portfolios Advisors

201

Sep 30, 22

0.00%

Lenox Wealth Advisors, LLC

140

Mar 31, 22

+140

0.00%

Barrett Asset Management, LLC

Mar 31, 22

-3.38K

Homrich & Berg

10.04K

Sep 30, 21

+10.04K

0.01%