JPMorgan BetaBuilders Canada ETF(BBCA)

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JPMorgan BetaBuilders Canada ETF(BBCA)

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BBCA(BBCA)

BBCA

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 299 Institutional Holders

Holder	Shares	Date	Change	% Held
Global Wealth Strategies & Associates	--	Jun 30, 26	-1	--
JPMORGAN CHASE & CO	74.81M	Mar 31, 26	+542.36K	70.28%
Municipal Employees' Retirement System of Michigan	639.62K	Mar 31, 26	-269.83K	0.60%
ASSETMARK, INC	467.91K	Mar 31, 26	-5.26K	0.44%
ENVESTNET ASSET MANAGEMENT INC	466.95K	Mar 31, 26	+24.55K	0.44%
RiverFront Investment Group, LLC	449.73K	Mar 31, 26	+35.12K	0.42%
HighTower Advisors, LLC	410.27K	Mar 31, 26	-9.52K	0.39%
Mirae Asset Global Investments Co., Ltd.	406.14K	Mar 31, 26	-30.82K	0.38%
VICTORY CAPITAL MANAGEMENT INC	348.72K	Mar 31, 26	-158.77K	0.33%
STRATEGIC INVESTMENT MANAGEMENT, LLC	333.32K	Mar 31, 26	-23.23K	0.31%
Elm Partners Management LLC	320.70K	Mar 31, 26	+25.56K	0.30%
UBS Group AG	180.52K	Mar 31, 26	+73.22K	0.17%
FLOW TRADERS U.S. LLC	176.68K	Mar 31, 26	+176.68K	0.17%
LPL Financial LLC	172.00K	Mar 31, 26	+5.32K	0.16%
RAYMOND JAMES FINANCIAL INC	159.29K	Mar 31, 26	+5.71K	0.15%
Willis Johnson & Associates, Inc.	156.78K	Mar 31, 26	+8.10K	0.15%
SPINNAKER TRUST	130.08K	Mar 31, 26	+1.61K	0.12%
MORGAN STANLEY	121.14K	Mar 31, 26	+33.35K	0.11%
AMERIPRISE FINANCIAL INC	118.42K	Mar 31, 26	-89.06K	0.11%
ATLAS CAPITAL ADVISORS LLC	110.85K	Mar 31, 26	-2.04K	0.10%
BOCHK Asset Management Ltd	110.67K	Mar 31, 26	+110.67K	0.10%
BANK OF AMERICA CORP /DE/	109.56K	Mar 31, 26	-18.64K	0.10%
ROYAL BANK OF CANADA	103.70K	Mar 31, 26	+361	0.10%
PGIM Custom Harvest LLC	90.35K	Mar 31, 26	+5.99K	0.08%
WELLS FARGO & COMPANY/MN	89.06K	Mar 31, 26	-6.25K	0.08%
Rice Partnership, LLC	82.20K	Mar 31, 26	+8.27K	0.08%
GREENWOOD CAPITAL ASSOCIATES LLC	58.47K	Mar 31, 26	+5.03K	0.05%
Cetera Investment Advisers	58.18K	Mar 31, 26	+584	0.05%
Silphium Asset Management Ltd	58.00K	Mar 31, 26	+15.10K	0.05%
Marex Group plc	57.70K	Mar 31, 26	+14.80K	0.05%
Dorsey & Whitney Trust CO LLC	44.71K	Mar 31, 26	-308	0.04%
Janney Montgomery Scott LLC	42.63K	Mar 31, 26	+299	0.04%
CHOREO, LLC	38.91K	Mar 31, 26	-132	0.04%
Rockefeller Capital Management L.P.	29.21K	Mar 31, 26	-9.02K	0.03%
CWM, LLC	28.66K	Mar 31, 26	+18.99K	0.03%
FMR LLC	28.47K	Mar 31, 26	+5.23K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	28.21K	Mar 31, 26	+28.21K	0.03%
ACIMA PRIVATE WEALTH, LLC	28.05K	Mar 31, 26	-10	0.03%
BESSEMER GROUP INC	26.99K	Mar 31, 26	-4.14K	0.03%
Creative Planning	25.61K	Mar 31, 26	+9.11K	0.02%
Quantinno Capital Management LP	23.55K	Mar 31, 26	+2.54K	0.02%
HRT FINANCIAL LP	22.93K	Mar 31, 26	+22.93K	0.02%
STIFEL FINANCIAL CORP	20.03K	Mar 31, 26	-2.19K	0.02%
BANK OF MONTREAL /CAN/	19.86K	Mar 31, 26	-557	0.02%
Hudson Portfolio Management LLC	19.66K	Mar 31, 26	+802	0.02%
Resources Investment Advisors, LLC.	19.27K	Mar 31, 26	+12.73K	0.02%
UBS ASSET MANAGEMENT AMERICAS INC	18.86K	Mar 31, 26	+10.86K	0.02%
Alaska Permanent Capital Management	18.40K	Mar 31, 26	+112	0.02%
Sunpointe, LLC	18.31K	Mar 31, 26	+368	0.02%
CI Private Wealth, LLC	18.24K	Mar 31, 26	-72.95K	0.02%
BLAIR WILLIAM & CO/IL	17.64K	Mar 31, 26	+1.71K	0.02%
FIFTH THIRD BANCORP	17.62K	Mar 31, 26	+17.52K	0.02%
Caprock Group, LLC	15.33K	Mar 31, 26	--	0.01%
THRIVENT FINANCIAL FOR LUTHERANS	14.89K	Mar 31, 26	+1.31K	0.01%
TRUIST FINANCIAL CORP	14.72K	Mar 31, 26	-11	0.01%
MML INVESTORS SERVICES, LLC	12.82K	Mar 31, 26	-1.32K	0.01%
SYON CAPITAL LLC	12.42K	Mar 31, 26	+926	0.01%
BlackRock, Inc.	11.84K	Mar 31, 26	+9.11K	0.01%
Beacon Pointe Advisors, LLC	11.17K	Mar 31, 26	+11.17K	0.01%
CERTUITY, LLC	10.87K	Mar 31, 26	+10.87K	0.01%
Cresset Asset Management, LLC	10.76K	Mar 31, 26	+6.39K	0.01%
Mariner, LLC	10.60K	Mar 31, 26	-15	0.01%
TD Waterhouse Canada Inc.	10.56K	Mar 31, 26	+236	0.01%
Yoffe Investment Management, LLC	10.54K	Mar 31, 26	-136	0.01%
QUADRANT CAPITAL GROUP LLC	10.21K	Mar 31, 26	--	0.01%
Cerity Partners LLC	9.29K	Mar 31, 26	-170	0.01%
Sowell Financial Services LLC	8.88K	Mar 31, 26	+100	0.01%
Lumbard & Kellner, LLC	8.41K	Mar 31, 26	+84	0.01%
Pathstone Holdings, LLC	8.27K	Mar 31, 26	-190	0.01%
Ballentine Partners, LLC	8.09K	Mar 31, 26	--	0.01%
Avidian Wealth Solutions, LLC	8.06K	Mar 31, 26	-206	0.01%
MERCER GLOBAL ADVISORS INC /ADV	7.74K	Mar 31, 26	-86	0.01%
SEGALL BRYANT & HAMILL, LLC	7.24K	Mar 31, 26	-65.03K	0.01%
Y-Intercept (Hong Kong) Ltd	7.04K	Mar 31, 26	+7.04K	0.01%
Koshinski Asset Management, Inc.	7.01K	Mar 31, 26	-15	0.01%
L.K. Benson & Company, P.C.	7.00K	Mar 31, 26	--	0.01%
Inscription Capital, LLC	6.96K	Mar 31, 26	--	0.01%
NORTHERN TRUST CORP	6.82K	Mar 31, 26	-16.81K	0.01%
Colony Group, LLC	6.65K	Mar 31, 26	+404	0.01%
STEPHENS INC /AR/	6.57K	Mar 31, 26	+4.16K	0.01%
RENAISSANCE TECHNOLOGIES LLC	6.40K	Mar 31, 26	+6.40K	0.01%
COMMERCE BANK	6.30K	Mar 31, 26	+6.30K	0.01%
INNEALTA CAPITAL, LLC	6.25K	Mar 31, 26	-2.65K	0.01%
SCOTIA CAPITAL INC.	6.25K	Mar 31, 26	+6.25K	0.01%
HSBC HOLDINGS PLC	6.06K	Mar 31, 26	+6.06K	0.01%
Wright Fund Management, LLC	6.04K	Mar 31, 26	+1.14K	0.01%
BROWN BROTHERS HARRIMAN & CO	5.87K	Mar 31, 26	--	0.01%
PRIVATE TRUST CO NA	5.85K	Mar 31, 26	+203	0.01%
IEQ CAPITAL, LLC	5.81K	Mar 31, 26	+740	0.01%
ADVISOR GROUP HOLDINGS, INC.	5.78K	Mar 31, 26	-147	0.01%
Icon Wealth Advisors, LLC	5.32K	Mar 31, 26	-795	0.01%
CVA Family Office, LLC	5.29K	Mar 31, 26	+97	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	5.28K	Mar 31, 26	+136	0.00%
RICHARDSON FINANCIAL SERVICES INC.	5.22K	Mar 31, 26	-144	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	5.10K	Mar 31, 26	+628	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	5.05K	Mar 31, 26	+857	0.00%
Cloud Capital Management, LLC	4.99K	Mar 31, 26	--	0.00%
Sigma Planning Corp	4.99K	Mar 31, 26	+4.99K	0.00%
Sanctuary Advisors, LLC	4.97K	Mar 31, 26	-259	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.72K	Mar 31, 26	-2.90K	0.00%
Vanguard National Trust Co	4.49K	Mar 31, 26	+4.49K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	4.45K	Mar 31, 26	-484	0.00%
Wealthspire Advisors, LLC	4.43K	Mar 31, 26	--	0.00%
NewEdge Advisors, LLC	4.36K	Mar 31, 26	-3.34K	0.00%
Waverly Advisors, LLC	4.34K	Mar 31, 26	+2.60K	0.00%
Ullmann Wealth Partners Group, LLC	4.33K	Mar 31, 26	--	0.00%
SAPIENT CAPITAL LLC	4.31K	Mar 31, 26	-1.65K	0.00%
Ameritas Advisory Services, LLC	4.22K	Mar 31, 26	-132	0.00%
COMMONWEALTH EQUITY SERVICES, LLC	4.10K	Mar 31, 26	-281	0.00%
ANGELES WEALTH MANAGEMENT, LLC	3.99K	Mar 31, 26	--	0.00%
Kestra Advisory Services, LLC	3.86K	Mar 31, 26	+1.20K	0.00%
Gotham Asset Management, LLC	3.81K	Mar 31, 26	--	0.00%
SEVEN MILE ADVISORY	3.80K	Mar 31, 26	+3.80K	0.00%
GTS SECURITIES LLC	3.77K	Mar 31, 26	+3.77K	0.00%
NATIONAL BANK OF CANADA /FI/	3.68K	Mar 31, 26	--	0.00%
Morton Capital Management LLC/CA	3.66K	Mar 31, 26	-70	0.00%
Maia Wealth LLC	3.60K	Mar 31, 26	+1.04K	0.00%
FSM Wealth Advisors, LLC	3.59K	Mar 31, 26	--	0.00%
BROWN ADVISORY INC	3.42K	Mar 31, 26	-190	0.00%
QRG CAPITAL MANAGEMENT, INC.	3.30K	Mar 31, 26	+967	0.00%
waypoint wealth counsel	3.19K	Mar 31, 26	--	0.00%
Busey Wealth Management	3.13K	Mar 31, 26	--	0.00%
US BANCORP \DE\	3.08K	Mar 31, 26	-2.76K	0.00%
Savant Capital, LLC	3.03K	Mar 31, 26	-547	0.00%
Fiduciary Wealth Partners, LLC	3.00K	Mar 31, 26	+3.00K	0.00%
Advisors Capital Management, LLC	2.91K	Mar 31, 26	-168	0.00%
VisionPoint Advisory Group, LLC	2.76K	Mar 31, 26	-25	0.00%
Evernest Financial Advisors, LLC	2.73K	Mar 31, 26	--	0.00%
Cooksen Wealth, LLC	2.65K	Mar 31, 26	--	0.00%
Bank of New York Mellon Corp	2.64K	Mar 31, 26	-251	0.00%
Clark Capital Management Group, Inc.	2.64K	Mar 31, 26	+2.64K	0.00%
Waterloo Capital, L.P.	2.62K	Mar 31, 26	--	0.00%
Ironwood Investment Counsel, LLC	2.56K	Mar 31, 26	+404	0.00%
Cambridge Investment Research Advisors, Inc.	2.56K	Mar 31, 26	-536	0.00%
HB Wealth Management, LLC	2.53K	Mar 31, 26	+375	0.00%
SIMON QUICK ADVISORS, LLC	2.47K	Mar 31, 26	+119	0.00%
Wealthfront Advisers LLC	2.45K	Mar 31, 26	-219	0.00%
Beverly Hills Private Wealth, LLC	2.39K	Mar 31, 26	+30	0.00%
WEDBUSH SECURITIES INC	2.39K	Mar 31, 26	-55	0.00%
FIRST CITIZENS BANK & TRUST CO	2.38K	Mar 31, 26	--	0.00%
BRANDYWINE OAK PRIVATE WEALTH LLC	2.37K	Mar 31, 26	--	0.00%
WESTWOOD HOLDINGS GROUP INC	2.36K	Mar 31, 26	--	0.00%
EVOKE WEALTH, LLC	2.27K	Mar 31, 26	--	0.00%
Crewe Advisors LLC	2.10K	Mar 31, 26	--	0.00%
Qube Research & Technologies Ltd	1.86K	Mar 31, 26	+1.86K	0.00%
Smartleaf Asset Management LLC	1.84K	Mar 31, 26	+713	0.00%
Strategic Wealth Partners, Ltd.	1.58K	Mar 31, 26	-97	0.00%
Clearstead Advisors, LLC	1.44K	Mar 31, 26	+132	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.36K	Mar 31, 26	--	0.00%
Federation des caisses Desjardins du Quebec	1.33K	Mar 31, 26	+1.33K	0.00%
Harel Insurance Investments & Financial Services Ltd.	1.30K	Mar 31, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1.06K	Mar 31, 26	+1.06K	0.00%
VANGUARD ADVISERS INC	939	Mar 31, 26	+939	0.00%
Allworth Financial LP	880	Mar 31, 26	+95	0.00%
TRUST CO OF TOLEDO NA /OH/	846	Mar 31, 26	+834	0.00%
AE Wealth Management LLC	833	Mar 31, 26	-97	0.00%
Destiny Wealth Partners, LLC	827	Mar 31, 26	+827	0.00%
Arlington Trust Co LLC	799	Mar 31, 26	+799	0.00%
Farther Finance Advisors, LLC	707	Mar 31, 26	+1	0.00%
Ronald Blue Trust, Inc.	662	Mar 31, 26	-9	0.00%
Turtle Creek Wealth Advisors, LLC	628	Mar 31, 26	+628	0.00%
Steward Partners Investment Advisory, LLC	597	Mar 31, 26	-675	0.00%
Advisory Services Network, LLC	585	Mar 31, 26	+585	0.00%
MAI Capital Management	566	Mar 31, 26	-25	0.00%
Annis Gardner Whiting Capital Advisors, LLC	565	Mar 31, 26	--	0.00%
Richard Bernstein Advisors LLC	555	Mar 31, 26	-63	0.00%
FRANKLIN RESOURCES INC	512	Mar 31, 26	+404	0.00%
AdvisorNet Financial, Inc	495	Mar 31, 26	--	0.00%
GAMMA Investing LLC	486	Mar 31, 26	+156	0.00%
JONES FINANCIAL COMPANIES LLLP	442	Mar 31, 26	+425	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	429	Mar 31, 26	-80	0.00%
CHESAPEAKE ASSET MANAGEMENT LLC	407	Mar 31, 26	--	0.00%
TD PRIVATE CLIENT WEALTH LLC	406	Mar 31, 26	+51	0.00%
Capital Investment Counsel, Inc	345	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	335	Mar 31, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	323	Mar 31, 26	+87	0.00%
Avalon Trust Co	290	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	289	Mar 31, 26	+62	0.00%
HARBOUR INVESTMENTS, INC.	224	Mar 31, 26	+49	0.00%
Spire Wealth Management	205	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	202	Mar 31, 26	+202	0.00%
Capital Investment Advisory Services, LLC	188	Mar 31, 26	-1	0.00%
NBC SECURITIES, INC.	186	Mar 31, 26	+173	0.00%
Newbridge Financial Services Group, Inc.	180	Mar 31, 26	+34	0.00%
Longview Financial Advisors LLC	166	Mar 31, 26	--	0.00%
Archer Investment Corp	152	Mar 31, 26	--	0.00%
ALBION FINANCIAL GROUP /UT	152	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	151	Mar 31, 26	+24	0.00%
Delos Wealth Advisors, LLC	141	Mar 31, 26	-58	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	141	Mar 31, 26	-47	0.00%
Rossby Financial, LCC	130	Mar 31, 26	+130	0.00%
Russell Investments Group, Ltd.	127	Mar 31, 26	-111	0.00%
Abound Wealth Management	126	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	123	Mar 31, 26	+1	0.00%
Parkside Financial Bank & Trust	118	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	114	Mar 31, 26	+26	0.00%
Larson Financial Group LLC	110	Mar 31, 26	--	0.00%
Breakwater Investment Management	102	Mar 31, 26	--	0.00%
IFP Advisors, Inc	98	Mar 31, 26	+17	0.00%
AlphaCore Capital LLC	95	Mar 31, 26	--	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	91	Mar 31, 26	--	0.00%
Center for Financial Planning, Inc.	79	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	78	Mar 31, 26	+78	0.00%
Lloyd Advisory Services, LLC.	65	Mar 31, 26	+65	0.00%
Kingdom Financial Group LLC.	65	Mar 31, 26	+1	0.00%
Asset Dedication, LLC	55	Mar 31, 26	--	0.00%
Mowery & Schoenfeld Wealth Management, LLC	55	Mar 31, 26	+55	0.00%
Ashton Thomas Private Wealth, LLC	53	Mar 31, 26	+53	0.00%
HHM Wealth Advisors, LLC	52	Mar 31, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	50	Mar 31, 26	+50	0.00%
CoreCap Advisors, LLC	45	Mar 31, 26	-52	0.00%
Inspire Investing, LLC	41	Mar 31, 26	--	0.00%
Riverview Trust Co	35	Mar 31, 26	+35	0.00%
CARDIFF PARK ADVISORS, LLC	34	Mar 31, 26	+34	0.00%
SouthState Corp	32	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	30	Mar 31, 26	+30	0.00%
HUNTINGTON NATIONAL BANK	29	Mar 31, 26	-20	0.00%
Glen Eagle Advisors, LLC	25	Mar 31, 26	--	0.00%
Activest Wealth Management	24	Mar 31, 26	--	0.00%
Fortis Group Advisors, LLC	23	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	18	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	12	Mar 31, 26	--	0.00%
Eukles Asset Management	12	Mar 31, 26	--	0.00%
Rialto Wealth Management, LLC	11	Mar 31, 26	+11	0.00%
Transamerica Financial Advisors, Inc.	11	Mar 31, 26	-15	0.00%
Granite FO LLC	10	Mar 31, 26	--	0.00%
DHJJ Financial Advisors, Ltd.	9	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	4	Mar 31, 26	+4	0.00%
SIGNATUREFD, LLC	--	Mar 31, 26	-348	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-47.28K	--
Argent Trust Co	--	Mar 31, 26	-8.01K	--
Quarry LP	--	Mar 31, 26	-190	--
Choate Investment Advisors	--	Mar 31, 26	-1.89K	--
Orion Capital Management LLC	--	Mar 31, 26	-10	--
Bogart Wealth, LLC	--	Mar 31, 26	-33	--
BOKF, NA	--	Mar 31, 26	-638	--
PRELUDE CAPITAL MANAGEMENT, LLC	--	Mar 31, 26	-4.37K	--
Ancora Advisors, LLC	--	Mar 31, 26	-47	--
AQR CAPITAL MANAGEMENT LLC	--	Mar 31, 26	-4.11K	--
HALLMARK CAPITAL MANAGEMENT INC	--	Mar 31, 26	-122	--
Keel Point, LLC	--	Mar 31, 26	-60.10K	--
Geneos Wealth Management Inc.	--	Mar 31, 26	-136	--
Quadrature Capital Ltd	--	Mar 31, 26	-2.69K	--
TCTC Holdings, LLC	--	Mar 31, 26	-220	--
United Community Bank	--	Mar 31, 26	-23	--
Aptus Capital Advisors, LLC	--	Mar 31, 26	-10	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-87.47K	--
Plante Moran Financial Advisors, LLC	--	Mar 31, 26	-107	--
Marquette Asset Management, LLC	--	Mar 31, 26	-492	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-72	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-13	--
Cape Investment Advisory, Inc.	--	Mar 31, 26	-60	--
COMERICA BANK	13.46K	Dec 31, 25	-7.25K	0.01%
FineMark National Bank & Trust	6.30K	Dec 31, 25	--	0.01%
VANGUARD GROUP INC	5.68K	Dec 31, 25	+332	0.01%
One Wealth Management Investment & Advisory Services, LLC	3.64K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	1.23K	Dec 31, 25	+419	0.00%
TRUST CO OF VERMONT	553	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	380	Dec 31, 25	+380	0.00%
Global Retirement Partners, LLC	69	Dec 31, 25	+2	0.00%
SSA SWISS ADVISORS AG	--	Dec 31, 25	-776	--
Guerra Advisors Inc	81	Sep 30, 25	+81	0.00%
Glenmede Investment Management, LP	--	Sep 30, 25	-340	--
Legacy Investment Solutions, LLC	88	Jun 30, 25	+88	0.00%
Iron Horse Wealth Management, LLC	12	Jun 30, 25	+12	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-5.36K	--
Marcum Wealth, LLC	5.22K	Mar 31, 25	-221	0.00%
CAROLINAS WEALTH CONSULTING LLC	88	Mar 31, 25	--	0.00%
LAKE STREET ADVISORS GROUP, LLC	24.63K	Dec 31, 24	--	0.02%
Cassady Schiller Wealth Management, LLC	243	Dec 31, 24	--	0.00%
PRIVATE CAPITAL MANAGEMENT LLC	162	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	279.12K	Sep 30, 24	+279.12K	0.26%
RAYMOND JAMES & ASSOCIATES	247.03K	Sep 30, 24	-591	0.23%
Source Financial Advisors LLC	6.47K	Sep 30, 24	+137	0.01%
RAYMOND JAMES TRUST N.A.	6.46K	Sep 30, 24	+472	0.01%
Brophy Wealth Management, LLC	2.80K	Sep 30, 24	+2.80K	0.00%
M&R CAPITAL MANAGEMENT INC	93	Sep 30, 24	--	0.00%
SYSTM Wealth Solutions LLC	32	Sep 30, 24	+15	0.00%
Family Asset Management, LLC	11	Sep 30, 24	--	0.00%
BlackRock Inc.	--	Jun 30, 24	-45.84K	--
Private Ocean, LLC	--	Jun 30, 24	-200	--
Cetera Advisor Networks LLC	20.67K	Mar 31, 24	-2.10K	0.02%
Cetera Advisors LLC	18.50K	Mar 31, 24	+11.48K	0.02%
KCS Wealth Advisory	12.18K	Sep 30, 23	-9.41K	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	6.46K	Sep 30, 23	-9.73K	0.01%
Icon Wealth Partners, LLC	6.30K	Sep 30, 23	-518	0.01%
TIEDEMANN ADVISORS, LLC	4.01K	Sep 30, 23	+4.01K	0.00%
Steward Financial Group LLC	2.44K	Sep 30, 23	--	0.00%
ROOSEVELT INVESTMENT GROUP LLC	347.95K	Sep 30, 22	+11.38K	0.33%
WIPFLI FINANCIAL ADVISORS LLC,	4.78K	Sep 30, 22	+4.78K	0.00%
American Portfolios Advisors	759	Sep 30, 22	+249	0.00%
55I, LLC	--	Sep 30, 22	-5.51K	--
CPWM, LLC	--	Sep 30, 22	-3.75K	--
Barrett Asset Management, LLC	2.92K	Mar 31, 22	-2.77K	0.00%
Lenox Wealth Advisors, LLC	179	Mar 31, 22	+179	0.00%
QUEST CAPITAL MANAGEMENT INC /ADV	5.20K	Dec 31, 21	+5.20K	0.00%
Homrich & Berg	13.27K	Sep 30, 21	+13.27K	0.01%
FARR MILLER & WASHINGTON LLC/DC	5.52K	Sep 30, 21	--	0.01%
GLENVIEW STATE BANK TRUST DEPT.	3.13K	Jun 30, 21	+3.13K	0.00%

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% Held

Global Wealth Strategies & Associates

Jun 30, 26

-1

JPMORGAN CHASE & CO

74.81M

Mar 31, 26

+542.36K

70.28%

Municipal Employees' Retirement System of Michigan

639.62K

Mar 31, 26

-269.83K

0.60%

ASSETMARK, INC

467.91K

Mar 31, 26

-5.26K

0.44%

ENVESTNET ASSET MANAGEMENT INC

466.95K

Mar 31, 26

+24.55K

0.44%

RiverFront Investment Group, LLC

449.73K

Mar 31, 26

+35.12K

0.42%

HighTower Advisors, LLC

410.27K

Mar 31, 26

-9.52K

0.39%

Mirae Asset Global Investments Co., Ltd.

406.14K

Mar 31, 26

-30.82K

0.38%

VICTORY CAPITAL MANAGEMENT INC

348.72K

Mar 31, 26

-158.77K

0.33%

STRATEGIC INVESTMENT MANAGEMENT, LLC

333.32K

Mar 31, 26

-23.23K

0.31%

Elm Partners Management LLC

320.70K

Mar 31, 26

+25.56K

0.30%

UBS Group AG

180.52K

Mar 31, 26

+73.22K

0.17%

FLOW TRADERS U.S. LLC

176.68K

Mar 31, 26

+176.68K

0.17%

LPL Financial LLC

172.00K

Mar 31, 26

+5.32K

0.16%

RAYMOND JAMES FINANCIAL INC

159.29K

Mar 31, 26

+5.71K

0.15%

Willis Johnson & Associates, Inc.

156.78K

Mar 31, 26

+8.10K

0.15%

SPINNAKER TRUST

130.08K

Mar 31, 26

+1.61K

0.12%

MORGAN STANLEY

121.14K

Mar 31, 26

+33.35K

0.11%

AMERIPRISE FINANCIAL INC

118.42K

Mar 31, 26

-89.06K

0.11%

ATLAS CAPITAL ADVISORS LLC

110.85K

Mar 31, 26

-2.04K

0.10%

BOCHK Asset Management Ltd

110.67K

Mar 31, 26

+110.67K

0.10%

BANK OF AMERICA CORP /DE/

109.56K

Mar 31, 26

-18.64K

0.10%

ROYAL BANK OF CANADA

103.70K

Mar 31, 26

+361

0.10%

PGIM Custom Harvest LLC

90.35K

Mar 31, 26

+5.99K

0.08%

WELLS FARGO & COMPANY/MN

89.06K

Mar 31, 26

-6.25K

0.08%

Rice Partnership, LLC

82.20K

Mar 31, 26

+8.27K

0.08%

GREENWOOD CAPITAL ASSOCIATES LLC

58.47K

Mar 31, 26

+5.03K

0.05%

Cetera Investment Advisers

58.18K

Mar 31, 26

+584

0.05%

Silphium Asset Management Ltd

58.00K

Mar 31, 26

+15.10K

0.05%

Marex Group plc

57.70K

Mar 31, 26

+14.80K

0.05%

Dorsey & Whitney Trust CO LLC

44.71K

Mar 31, 26

-308

0.04%

Janney Montgomery Scott LLC

42.63K

Mar 31, 26

+299

0.04%

CHOREO, LLC

38.91K

Mar 31, 26

-132

0.04%

Rockefeller Capital Management L.P.

29.21K

Mar 31, 26

-9.02K

0.03%

CWM, LLC

28.66K

Mar 31, 26

+18.99K

0.03%

FMR LLC

28.47K

Mar 31, 26

+5.23K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

28.21K

Mar 31, 26

+28.21K

0.03%

ACIMA PRIVATE WEALTH, LLC

28.05K

Mar 31, 26

-10

0.03%

BESSEMER GROUP INC

26.99K

Mar 31, 26

-4.14K

0.03%

Creative Planning

25.61K

Mar 31, 26

+9.11K

0.02%

Quantinno Capital Management LP

23.55K

Mar 31, 26

+2.54K

0.02%

HRT FINANCIAL LP

22.93K

Mar 31, 26

+22.93K

0.02%

STIFEL FINANCIAL CORP

20.03K

Mar 31, 26

-2.19K

0.02%

BANK OF MONTREAL /CAN/

19.86K

Mar 31, 26

-557

0.02%

Hudson Portfolio Management LLC

19.66K

Mar 31, 26

+802

0.02%

Resources Investment Advisors, LLC.

19.27K

Mar 31, 26

+12.73K

0.02%

UBS ASSET MANAGEMENT AMERICAS INC

18.86K

Mar 31, 26

+10.86K

0.02%

Alaska Permanent Capital Management

18.40K

Mar 31, 26

+112

0.02%

Sunpointe, LLC

18.31K

Mar 31, 26

+368

0.02%

CI Private Wealth, LLC

18.24K

Mar 31, 26

-72.95K

0.02%

BLAIR WILLIAM & CO/IL

17.64K

Mar 31, 26

+1.71K

0.02%

FIFTH THIRD BANCORP

17.62K

Mar 31, 26

+17.52K

0.02%

Caprock Group, LLC

15.33K

Mar 31, 26

0.01%

THRIVENT FINANCIAL FOR LUTHERANS

14.89K

Mar 31, 26

+1.31K

0.01%

TRUIST FINANCIAL CORP

14.72K

Mar 31, 26

-11

0.01%

MML INVESTORS SERVICES, LLC

12.82K

Mar 31, 26

-1.32K

0.01%

SYON CAPITAL LLC

12.42K

Mar 31, 26

+926

0.01%

BlackRock, Inc.

11.84K

Mar 31, 26

+9.11K

0.01%

Beacon Pointe Advisors, LLC

11.17K

Mar 31, 26

+11.17K

0.01%

CERTUITY, LLC

10.87K

Mar 31, 26

+10.87K

0.01%

Cresset Asset Management, LLC

10.76K

Mar 31, 26

+6.39K

0.01%

Mariner, LLC

10.60K

Mar 31, 26

-15

0.01%

TD Waterhouse Canada Inc.

10.56K

Mar 31, 26

+236

0.01%

Yoffe Investment Management, LLC

10.54K

Mar 31, 26

-136

0.01%

QUADRANT CAPITAL GROUP LLC

10.21K

Mar 31, 26

0.01%

Cerity Partners LLC

9.29K

Mar 31, 26

-170

0.01%

Sowell Financial Services LLC

8.88K

Mar 31, 26

+100

0.01%

Lumbard & Kellner, LLC

8.41K

Mar 31, 26

+84

0.01%

Pathstone Holdings, LLC

8.27K

Mar 31, 26

-190

0.01%

Ballentine Partners, LLC

8.09K

Mar 31, 26

0.01%

Avidian Wealth Solutions, LLC

8.06K

Mar 31, 26

-206

0.01%

MERCER GLOBAL ADVISORS INC /ADV

7.74K

Mar 31, 26

-86

0.01%

SEGALL BRYANT & HAMILL, LLC

7.24K

Mar 31, 26

-65.03K

0.01%

Y-Intercept (Hong Kong) Ltd

7.04K

Mar 31, 26

+7.04K

0.01%

Koshinski Asset Management, Inc.

7.01K

Mar 31, 26

-15

0.01%

L.K. Benson & Company, P.C.

7.00K

Mar 31, 26

0.01%

Inscription Capital, LLC

6.96K

Mar 31, 26

0.01%

NORTHERN TRUST CORP

6.82K

Mar 31, 26

-16.81K

0.01%

Colony Group, LLC

6.65K

Mar 31, 26

+404

0.01%

STEPHENS INC /AR/

6.57K

Mar 31, 26

+4.16K

0.01%

RENAISSANCE TECHNOLOGIES LLC

6.40K

Mar 31, 26

+6.40K

0.01%

COMMERCE BANK

6.30K

Mar 31, 26

+6.30K

0.01%

INNEALTA CAPITAL, LLC

6.25K

Mar 31, 26

-2.65K

0.01%

SCOTIA CAPITAL INC.

6.25K

Mar 31, 26

+6.25K

0.01%

HSBC HOLDINGS PLC

6.06K

Mar 31, 26

+6.06K

0.01%

Wright Fund Management, LLC

6.04K

Mar 31, 26

+1.14K

0.01%

BROWN BROTHERS HARRIMAN & CO

5.87K

Mar 31, 26

0.01%

PRIVATE TRUST CO NA

5.85K

Mar 31, 26

+203

0.01%

IEQ CAPITAL, LLC

5.81K

Mar 31, 26

+740

0.01%

ADVISOR GROUP HOLDINGS, INC.

5.78K

Mar 31, 26

-147

0.01%

Icon Wealth Advisors, LLC

5.32K

Mar 31, 26

-795

0.01%

CVA Family Office, LLC

5.29K

Mar 31, 26

+97

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

5.28K

Mar 31, 26

+136

0.00%

RICHARDSON FINANCIAL SERVICES INC.

5.22K

Mar 31, 26

-144

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

5.10K

Mar 31, 26

+628

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

5.05K

Mar 31, 26

+857

0.00%

Cloud Capital Management, LLC

4.99K

Mar 31, 26

0.00%

Sigma Planning Corp

4.99K

Mar 31, 26

+4.99K

0.00%

Sanctuary Advisors, LLC

4.97K

Mar 31, 26

-259

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.72K

Mar 31, 26

-2.90K

0.00%

Vanguard National Trust Co

4.49K

Mar 31, 26

+4.49K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

4.45K

Mar 31, 26

-484

0.00%

Wealthspire Advisors, LLC

4.43K

Mar 31, 26

0.00%

NewEdge Advisors, LLC

4.36K

Mar 31, 26

-3.34K

0.00%

Waverly Advisors, LLC

4.34K

Mar 31, 26

+2.60K

0.00%

Ullmann Wealth Partners Group, LLC

4.33K

Mar 31, 26

0.00%

SAPIENT CAPITAL LLC

4.31K

Mar 31, 26

-1.65K

0.00%

Ameritas Advisory Services, LLC

4.22K

Mar 31, 26

-132

0.00%

COMMONWEALTH EQUITY SERVICES, LLC

4.10K

Mar 31, 26

-281

0.00%

ANGELES WEALTH MANAGEMENT, LLC

3.99K

Mar 31, 26

0.00%

Kestra Advisory Services, LLC

3.86K

Mar 31, 26

+1.20K

0.00%

Gotham Asset Management, LLC

3.81K

Mar 31, 26

0.00%

SEVEN MILE ADVISORY

3.80K

Mar 31, 26

+3.80K

0.00%

GTS SECURITIES LLC

3.77K

Mar 31, 26

+3.77K

0.00%

NATIONAL BANK OF CANADA /FI/

3.68K

Mar 31, 26

0.00%

Morton Capital Management LLC/CA

3.66K

Mar 31, 26

-70

0.00%

Maia Wealth LLC

3.60K

Mar 31, 26

+1.04K

0.00%

FSM Wealth Advisors, LLC

3.59K

Mar 31, 26

0.00%

BROWN ADVISORY INC

3.42K

Mar 31, 26

-190

0.00%

QRG CAPITAL MANAGEMENT, INC.

3.30K

Mar 31, 26

+967

0.00%

waypoint wealth counsel

3.19K

Mar 31, 26

0.00%

Busey Wealth Management

3.13K

Mar 31, 26

0.00%

US BANCORP \DE\

3.08K

Mar 31, 26

-2.76K

0.00%

Savant Capital, LLC

3.03K

Mar 31, 26

-547

0.00%

Fiduciary Wealth Partners, LLC

3.00K

Mar 31, 26

+3.00K

0.00%

Advisors Capital Management, LLC

2.91K

Mar 31, 26

-168

0.00%

VisionPoint Advisory Group, LLC

2.76K

Mar 31, 26

-25

0.00%

Evernest Financial Advisors, LLC

2.73K

Mar 31, 26

0.00%

Cooksen Wealth, LLC

2.65K

Mar 31, 26

0.00%

Bank of New York Mellon Corp

2.64K

Mar 31, 26

-251

0.00%

Clark Capital Management Group, Inc.

2.64K

Mar 31, 26

+2.64K

0.00%

Waterloo Capital, L.P.

2.62K

Mar 31, 26

0.00%

Ironwood Investment Counsel, LLC

2.56K

Mar 31, 26

+404

0.00%

Cambridge Investment Research Advisors, Inc.

2.56K

Mar 31, 26

-536

0.00%

HB Wealth Management, LLC

2.53K

Mar 31, 26

+375

0.00%

SIMON QUICK ADVISORS, LLC

2.47K

Mar 31, 26

+119

0.00%

Wealthfront Advisers LLC

2.45K

Mar 31, 26

-219

0.00%

Beverly Hills Private Wealth, LLC

2.39K

Mar 31, 26

+30

0.00%

WEDBUSH SECURITIES INC

2.39K

Mar 31, 26

-55

0.00%

FIRST CITIZENS BANK & TRUST CO

2.38K

Mar 31, 26

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

2.37K

Mar 31, 26

0.00%

WESTWOOD HOLDINGS GROUP INC

2.36K

Mar 31, 26

0.00%

EVOKE WEALTH, LLC

2.27K

Mar 31, 26

0.00%

Crewe Advisors LLC

2.10K

Mar 31, 26

0.00%

Qube Research & Technologies Ltd

1.86K

Mar 31, 26

+1.86K

0.00%

Smartleaf Asset Management LLC

1.84K

Mar 31, 26

+713

0.00%

Strategic Wealth Partners, Ltd.

1.58K

Mar 31, 26

-97

0.00%

Clearstead Advisors, LLC

1.44K

Mar 31, 26

+132

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.36K

Mar 31, 26

0.00%

Federation des caisses Desjardins du Quebec

1.33K

Mar 31, 26

+1.33K

0.00%

Harel Insurance Investments & Financial Services Ltd.

1.30K

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.06K

Mar 31, 26

+1.06K

0.00%

VANGUARD ADVISERS INC

939

Mar 31, 26

+939

0.00%

Allworth Financial LP

880

Mar 31, 26

+95

0.00%

TRUST CO OF TOLEDO NA /OH/

846

Mar 31, 26

+834

0.00%

AE Wealth Management LLC

833

Mar 31, 26

-97

0.00%

Destiny Wealth Partners, LLC

827

Mar 31, 26

+827

0.00%

Arlington Trust Co LLC

799

Mar 31, 26

+799

0.00%

Farther Finance Advisors, LLC

707

Mar 31, 26

0.00%

Ronald Blue Trust, Inc.

662

Mar 31, 26

-9

0.00%

Turtle Creek Wealth Advisors, LLC

628

Mar 31, 26

+628

0.00%

Steward Partners Investment Advisory, LLC

597

Mar 31, 26

-675

0.00%

Advisory Services Network, LLC

585

Mar 31, 26

+585

0.00%

MAI Capital Management

566

Mar 31, 26

-25

0.00%

Annis Gardner Whiting Capital Advisors, LLC

565

Mar 31, 26

0.00%

Richard Bernstein Advisors LLC

555

Mar 31, 26

-63

0.00%

FRANKLIN RESOURCES INC

512

Mar 31, 26

+404

0.00%

AdvisorNet Financial, Inc

495

Mar 31, 26

0.00%

GAMMA Investing LLC

486

Mar 31, 26

+156

0.00%

JONES FINANCIAL COMPANIES LLLP

442

Mar 31, 26

+425

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

429

Mar 31, 26

-80

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

407

Mar 31, 26

0.00%

TD PRIVATE CLIENT WEALTH LLC

406

Mar 31, 26

+51

0.00%

Capital Investment Counsel, Inc

345

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

335

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

323

Mar 31, 26

+87

0.00%

Avalon Trust Co

290

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

289

Mar 31, 26

+62

0.00%

HARBOUR INVESTMENTS, INC.

224

Mar 31, 26

+49

0.00%

Spire Wealth Management

205

Mar 31, 26

0.00%

MATHER GROUP, LLC.

202

Mar 31, 26

+202

0.00%

Capital Investment Advisory Services, LLC

188

Mar 31, 26

-1

0.00%

NBC SECURITIES, INC.

186

Mar 31, 26

+173

0.00%

Newbridge Financial Services Group, Inc.

180

Mar 31, 26

+34

0.00%

Longview Financial Advisors LLC

166

Mar 31, 26

0.00%

Archer Investment Corp

152

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

152

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

151

Mar 31, 26

+24

0.00%

Delos Wealth Advisors, LLC

141

Mar 31, 26

-58

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

141

Mar 31, 26

-47

0.00%

Rossby Financial, LCC

130

Mar 31, 26

+130

0.00%

Russell Investments Group, Ltd.

127

Mar 31, 26

-111

0.00%

Abound Wealth Management

126

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

123

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

118

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

114

Mar 31, 26

+26

0.00%

Larson Financial Group LLC

110

Mar 31, 26

0.00%

Breakwater Investment Management

102

Mar 31, 26

0.00%

IFP Advisors, Inc

Mar 31, 26

+17

0.00%

AlphaCore Capital LLC

Mar 31, 26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

Mar 31, 26

0.00%

Center for Financial Planning, Inc.

Mar 31, 26

0.00%

Sound Income Strategies, LLC

Mar 31, 26

+78

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

+65

0.00%

Kingdom Financial Group LLC.

Mar 31, 26

0.00%

Asset Dedication, LLC

Mar 31, 26

0.00%

Mowery & Schoenfeld Wealth Management, LLC

Mar 31, 26

+55

0.00%

Ashton Thomas Private Wealth, LLC

Mar 31, 26

+53

0.00%

HHM Wealth Advisors, LLC

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

Mar 31, 26

+50

0.00%

CoreCap Advisors, LLC

Mar 31, 26

-52

0.00%

Inspire Investing, LLC

Mar 31, 26

0.00%

Riverview Trust Co

Mar 31, 26

+35

0.00%

CARDIFF PARK ADVISORS, LLC

Mar 31, 26

+34

0.00%

SouthState Corp

Mar 31, 26

0.00%

Western Wealth Management, LLC

Mar 31, 26

+30

0.00%

HUNTINGTON NATIONAL BANK

Mar 31, 26

-20

0.00%

Glen Eagle Advisors, LLC

Mar 31, 26

0.00%

Activest Wealth Management

Mar 31, 26

0.00%

Fortis Group Advisors, LLC

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

Eukles Asset Management

Mar 31, 26

0.00%

Rialto Wealth Management, LLC

Mar 31, 26

+11

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

-15

0.00%

Granite FO LLC

Mar 31, 26

0.00%

DHJJ Financial Advisors, Ltd.

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

SIGNATUREFD, LLC

Mar 31, 26

-348

JANE STREET GROUP, LLC

Mar 31, 26

-47.28K

Argent Trust Co

Mar 31, 26

-8.01K

Quarry LP

Mar 31, 26

-190

Choate Investment Advisors

Mar 31, 26

-1.89K

Orion Capital Management LLC

Mar 31, 26

-10

Bogart Wealth, LLC

Mar 31, 26

-33

BOKF, NA

Mar 31, 26

-638

PRELUDE CAPITAL MANAGEMENT, LLC

Mar 31, 26

-4.37K

Ancora Advisors, LLC

Mar 31, 26

-47

AQR CAPITAL MANAGEMENT LLC

Mar 31, 26

-4.11K

HALLMARK CAPITAL MANAGEMENT INC

Mar 31, 26

-122

Keel Point, LLC

Mar 31, 26

-60.10K

Geneos Wealth Management Inc.

Mar 31, 26

-136

Quadrature Capital Ltd

Mar 31, 26

-2.69K

TCTC Holdings, LLC

Mar 31, 26

-220

United Community Bank

Mar 31, 26

-23

Aptus Capital Advisors, LLC

Mar 31, 26

-10

CITADEL ADVISORS LLC

Mar 31, 26

-87.47K

Plante Moran Financial Advisors, LLC

Mar 31, 26

-107

Marquette Asset Management, LLC

Mar 31, 26

-492

Laurel Wealth Advisors LLC

Mar 31, 26

-72

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-13

Cape Investment Advisory, Inc.

Mar 31, 26

-60

COMERICA BANK

13.46K

Dec 31, 25

-7.25K

0.01%

FineMark National Bank & Trust

6.30K

Dec 31, 25

0.01%

VANGUARD GROUP INC

5.68K

Dec 31, 25

+332

0.01%

One Wealth Management Investment & Advisory Services, LLC

3.64K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

1.23K

Dec 31, 25

+419

0.00%

TRUST CO OF VERMONT

553

Dec 31, 25

0.00%

SageView Advisory Group, LLC

380

Dec 31, 25

+380

0.00%

Global Retirement Partners, LLC

Dec 31, 25

0.00%

SSA SWISS ADVISORS AG

Dec 31, 25

-776

Guerra Advisors Inc

Sep 30, 25

+81

0.00%

Glenmede Investment Management, LP

Sep 30, 25

-340

Legacy Investment Solutions, LLC

Jun 30, 25

+88

0.00%

Iron Horse Wealth Management, LLC

Jun 30, 25

+12

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-5.36K

Marcum Wealth, LLC

5.22K

Mar 31, 25

-221

0.00%

CAROLINAS WEALTH CONSULTING LLC

Mar 31, 25

0.00%

LAKE STREET ADVISORS GROUP, LLC

24.63K

Dec 31, 24

0.02%

Cassady Schiller Wealth Management, LLC

243

Dec 31, 24

0.00%

PRIVATE CAPITAL MANAGEMENT LLC

162

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

279.12K

Sep 30, 24

+279.12K

0.26%

RAYMOND JAMES & ASSOCIATES

247.03K

Sep 30, 24

-591

0.23%

Source Financial Advisors LLC

6.47K

Sep 30, 24

+137

0.01%

RAYMOND JAMES TRUST N.A.

6.46K

Sep 30, 24

+472

0.01%

Brophy Wealth Management, LLC

2.80K

Sep 30, 24

+2.80K

0.00%

M&R CAPITAL MANAGEMENT INC

Sep 30, 24

0.00%

SYSTM Wealth Solutions LLC

Sep 30, 24

+15

0.00%

Family Asset Management, LLC

Sep 30, 24

0.00%

BlackRock Inc.

Jun 30, 24

-45.84K

Private Ocean, LLC

Jun 30, 24

-200

Cetera Advisor Networks LLC

20.67K

Mar 31, 24

-2.10K

0.02%

Cetera Advisors LLC

18.50K

Mar 31, 24

+11.48K

0.02%

KCS Wealth Advisory

12.18K

Sep 30, 23

-9.41K

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

6.46K

Sep 30, 23

-9.73K

0.01%

Icon Wealth Partners, LLC

6.30K

Sep 30, 23

-518

0.01%

TIEDEMANN ADVISORS, LLC

4.01K

Sep 30, 23

+4.01K

0.00%

Steward Financial Group LLC

2.44K

Sep 30, 23

0.00%

ROOSEVELT INVESTMENT GROUP LLC

347.95K

Sep 30, 22

+11.38K

0.33%

WIPFLI FINANCIAL ADVISORS LLC,

4.78K

Sep 30, 22

+4.78K

0.00%

American Portfolios Advisors

759

Sep 30, 22

+249

0.00%

55I, LLC

Sep 30, 22

-5.51K

CPWM, LLC

Sep 30, 22

-3.75K

Barrett Asset Management, LLC

2.92K

Mar 31, 22

-2.77K

0.00%

Lenox Wealth Advisors, LLC

179

Mar 31, 22

+179

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

5.20K

Dec 31, 21

+5.20K

0.00%

Homrich & Berg

13.27K

Sep 30, 21

+13.27K

0.01%

FARR MILLER & WASHINGTON LLC/DC

5.52K

Sep 30, 21

0.01%

GLENVIEW STATE BANK TRUST DEPT.

3.13K

Jun 30, 21

+3.13K

0.00%