JPMorgan BetaBuilders Canada ETF(BBCA)

$107.53—

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JPMorgan BetaBuilders Canada ETF(BBCA)

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$107.53—

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BBCA(BBCA)

BBCA

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Institutional Ownership

Top 315 Institutional Holders

Holder	Shares	Date	Change	% Held
JPMORGAN CHASE & CO	71.65M	Jun 30, 26	-3.16M	69.65%
ENVESTNET ASSET MANAGEMENT INC	495.29K	Jun 30, 26	+28.34K	0.48%
Municipal Employees' Retirement System of Michigan	478.67K	Jun 30, 26	-160.95K	0.47%
RiverFront Investment Group, LLC	472.72K	Jun 30, 26	+22.99K	0.46%
ASSETMARK, INC	455.81K	Jun 30, 26	-12.10K	0.44%
VICTORY CAPITAL MANAGEMENT INC	436.70K	Jun 30, 26	+87.98K	0.42%
Tradewinds Capital Management, LLC	387.37K	Jun 30, 26	+387.37K	0.38%
HighTower Advisors, LLC	374.06K	Jun 30, 26	-36.21K	0.36%
Mirae Asset Global Investments Co., Ltd.	345.68K	Jun 30, 26	-60.46K	0.34%
STRATEGIC INVESTMENT MANAGEMENT, LLC	333.32K	Jun 30, 26	--	0.32%
Elm Partners Management LLC	317.03K	Jun 30, 26	-3.68K	0.31%
AMERIPRISE FINANCIAL INC	298.51K	Jun 30, 26	+180.09K	0.29%
Willis Johnson & Associates, Inc.	249.45K	Jun 30, 26	+92.67K	0.24%
TWO SIGMA INVESTMENTS, LP	225.50K	Jun 30, 26	+225.50K	0.22%
UBS Group AG	189.19K	Jun 30, 26	+8.67K	0.18%
LPL Financial LLC	176.69K	Jun 30, 26	+4.69K	0.17%
RAYMOND JAMES FINANCIAL INC	166.50K	Jun 30, 26	+7.21K	0.16%
Rice Partnership, LLC	146.33K	Jun 30, 26	+64.13K	0.14%
ATLAS CAPITAL ADVISORS LLC	112.49K	Jun 30, 26	+1.65K	0.11%
SPINNAKER TRUST	110.73K	Jun 30, 26	-19.34K	0.11%
BOCHK Asset Management Ltd	110.67K	Jun 30, 26	--	0.11%
MORGAN STANLEY	109.60K	Jun 30, 26	-11.53K	0.11%
BANK OF AMERICA CORP /DE/	107.88K	Jun 30, 26	-1.68K	0.10%
ROYAL BANK OF CANADA	107.63K	Jun 30, 26	+3.94K	0.10%
WELLS FARGO & COMPANY/MN	93.08K	Jun 30, 26	+4.02K	0.09%
PGIM Custom Harvest LLC	91.19K	Jun 30, 26	+839	0.09%
THRIVENT FINANCIAL FOR LUTHERANS	88.28K	Jun 30, 26	+73.39K	0.09%
GREENWOOD CAPITAL ASSOCIATES LLC	61.78K	Jun 30, 26	+3.32K	0.06%
Cetera Investment Advisers	61.02K	Jun 30, 26	+2.84K	0.06%
Silphium Asset Management Ltd	58.00K	Jun 30, 26	--	0.06%
Marex Group plc	57.70K	Jun 30, 26	--	0.06%
Janney Montgomery Scott LLC	44.44K	Jun 30, 26	+1.80K	0.04%
Dorsey & Whitney Trust CO LLC	44.34K	Jun 30, 26	-368	0.04%
JANE STREET GROUP, LLC	40.22K	Jun 30, 26	+40.22K	0.04%
CHOREO, LLC	37.80K	Jun 30, 26	-1.11K	0.04%
CITADEL ADVISORS LLC	32.47K	Jun 30, 26	+32.47K	0.03%
Rockefeller Capital Management L.P.	31.77K	Jun 30, 26	+2.56K	0.03%
FMR LLC	31.08K	Jun 30, 26	+2.62K	0.03%
BESSEMER GROUP INC	27.97K	Jun 30, 26	+973	0.03%
ACIMA PRIVATE WEALTH, LLC	27.39K	Jun 30, 26	-663	0.03%
Quantinno Capital Management LP	23.90K	Jun 30, 26	+351	0.02%
CI Private Wealth, LLC	23.60K	Jun 30, 26	+5.36K	0.02%
Hudson Portfolio Management LLC	20.32K	Jun 30, 26	+660	0.02%
Creative Planning	20.13K	Jun 30, 26	-5.48K	0.02%
BANK OF MONTREAL /CAN/	19.86K	Jun 30, 26	+8	0.02%
NORTHERN TRUST CORP	19.09K	Jun 30, 26	+12.28K	0.02%
Alaska Permanent Capital Management	18.13K	Jun 30, 26	-270	0.02%
STIFEL FINANCIAL CORP	17.87K	Jun 30, 26	-2.16K	0.02%
BLAIR WILLIAM & CO/IL	17.47K	Jun 30, 26	-170	0.02%
MML INVESTORS SERVICES, LLC	16.96K	Jun 30, 26	+4.15K	0.02%
FIFTH THIRD BANCORP	16.39K	Jun 30, 26	-1.23K	0.02%
Caprock Group, LLC	15.67K	Jun 30, 26	+336	0.02%
TD Waterhouse Canada Inc.	14.63K	Jun 30, 26	+4.08K	0.01%
TRUIST FINANCIAL CORP	14.56K	Jun 30, 26	-161	0.01%
SYON CAPITAL LLC	12.38K	Jun 30, 26	-34	0.01%
BlackRock, Inc.	12.14K	Jun 30, 26	+297	0.01%
FLOW TRADERS U.S. LLC	11.83K	Jun 30, 26	-164.84K	0.01%
BROWN ADVISORY INC	11.30K	Jun 30, 26	+7.89K	0.01%
Yoffe Investment Management, LLC	10.54K	Jun 30, 26	--	0.01%
Mariner, LLC	10.50K	Jun 30, 26	-96	0.01%
CERTUITY, LLC	10.31K	Jun 30, 26	-561	0.01%
QUADRANT CAPITAL GROUP LLC	10.21K	Jun 30, 26	--	0.01%
Ballentine Partners, LLC	9.80K	Jun 30, 26	+1.71K	0.01%
Cresset Asset Management, LLC	9.77K	Jun 30, 26	-996	0.01%
GOLDMAN SACHS GROUP INC	8.91K	Jun 30, 26	+8.91K	0.01%
D. E. Shaw & Co., Inc.	8.69K	Jun 30, 26	+8.69K	0.01%
Lumbard & Kellner, LLC	8.51K	Jun 30, 26	+99	0.01%
Pathstone Holdings, LLC	8.26K	Jun 30, 26	-14	0.01%
Avidian Wealth Solutions, LLC	8.10K	Jun 30, 26	+36	0.01%
Cerity Partners LLC	8.07K	Jun 30, 26	-1.22K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	7.88K	Jun 30, 26	+137	0.01%
Sowell Financial Services LLC	7.68K	Jun 30, 26	-1.20K	0.01%
Resources Investment Advisors, LLC.	7.57K	Jun 30, 26	-11.70K	0.01%
GREENWOOD GEARHART INC	7.23K	Jun 30, 26	+7.23K	0.01%
ADVISOR GROUP HOLDINGS, INC.	7.14K	Jun 30, 26	+1.35K	0.01%
Koshinski Asset Management, Inc.	7.01K	Jun 30, 26	--	0.01%
L.K. Benson & Company, P.C.	7.00K	Jun 30, 26	--	0.01%
Inscription Capital, LLC	6.96K	Jun 30, 26	--	0.01%
SCOTIA CAPITAL INC.	6.87K	Jun 30, 26	+623	0.01%
NewEdge Advisors, LLC	6.59K	Jun 30, 26	+2.24K	0.01%
Colony Group, LLC	6.38K	Jun 30, 26	-267	0.01%
MANNING & NAPIER ADVISORS LLC	6.37K	Jun 30, 26	+6.37K	0.01%
COMMERCE BANK	6.30K	Jun 30, 26	--	0.01%
INNEALTA CAPITAL, LLC	6.25K	Jun 30, 26	--	0.01%
Wright Fund Management, LLC	6.04K	Jun 30, 26	--	0.01%
HSBC HOLDINGS PLC	6.02K	Jun 30, 26	-37	0.01%
STEPHENS INC /AR/	5.93K	Jun 30, 26	-633	0.01%
Sunpointe, LLC	5.90K	Jun 30, 26	-12.41K	0.01%
BROWN BROTHERS HARRIMAN & CO	5.87K	Jun 30, 26	--	0.01%
PRIVATE TRUST CO NA	5.85K	Jun 30, 26	--	0.01%
CVA Family Office, LLC	5.20K	Jun 30, 26	-97	0.01%
RICHARDSON FINANCIAL SERVICES INC.	5.18K	Jun 30, 26	-39	0.01%
Sanctuary Advisors, LLC	5.10K	Jun 30, 26	+130	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	5.06K	Jun 30, 26	+4	0.00%
Icon Wealth Advisors, LLC	5.03K	Jun 30, 26	-294	0.00%
Cloud Capital Management, LLC	4.99K	Jun 30, 26	--	0.00%
Clearstead Advisors, LLC	4.98K	Jun 30, 26	+3.54K	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.89K	Jun 30, 26	+170	0.00%
UBS ASSET MANAGEMENT AMERICAS INC	4.85K	Jun 30, 26	-14.01K	0.00%
TWO SIGMA SECURITIES, LLC	4.75K	Jun 30, 26	+4.75K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4.74K	Jun 30, 26	-543	0.00%
MISSION WEALTH MANAGEMENT, LP	4.66K	Jun 30, 26	+4.66K	0.00%
Sumitomo Mitsui DS Asset Management Company, Ltd	4.62K	Jun 30, 26	+4.62K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4.61K	Jun 30, 26	-498	0.00%
EP Wealth Advisors, LLC	4.55K	Jun 30, 26	+4.55K	0.00%
Vanguard National Trust Co	4.49K	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	4.48K	Jun 30, 26	+2.62K	0.00%
Ullmann Wealth Partners Group, LLC	4.33K	Jun 30, 26	--	0.00%
SAPIENT CAPITAL LLC	4.31K	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	4.31K	Jun 30, 26	-141	0.00%
SUMMITRY LLC	4.30K	Jun 30, 26	+4.30K	0.00%
Maia Wealth LLC	4.16K	Jun 30, 26	+564	0.00%
COMMONWEALTH EQUITY SERVICES, LLC	4.11K	Jun 30, 26	+9	0.00%
IEQ CAPITAL, LLC	4.05K	Jun 30, 26	-1.76K	0.00%
ANGELES WEALTH MANAGEMENT, LLC	3.99K	Jun 30, 26	--	0.00%
Gotham Asset Management, LLC	3.81K	Jun 30, 26	--	0.00%
Kestra Advisory Services, LLC	3.73K	Jun 30, 26	-138	0.00%
Savant Capital, LLC	3.68K	Jun 30, 26	+648	0.00%
CAPITAL PERFORMANCE ADVISORS LLP	3.65K	Jun 30, 26	+3.65K	0.00%
Morton Capital Management LLC/CA	3.60K	Jun 30, 26	-64	0.00%
AQR CAPITAL MANAGEMENT LLC	3.50K	Jun 30, 26	+3.50K	0.00%
NATIONAL BANK OF CANADA /FI/	3.37K	Jun 30, 26	-314	0.00%
One Wealth Management Investment & Advisory Services, LLC	3.35K	Jun 30, 26	-293	0.00%
US BANCORP \DE\	3.31K	Jun 30, 26	+234	0.00%
QRG CAPITAL MANAGEMENT, INC.	3.23K	Jun 30, 26	-64	0.00%
FSM Wealth Advisors, LLC	3.23K	Jun 30, 26	-366	0.00%
Cascade Financial Partners, LLC	3.21K	Jun 30, 26	+3.21K	0.00%
Busey Wealth Management	3.18K	Jun 30, 26	+49	0.00%
Sigma Planning Corp	3.13K	Jun 30, 26	-1.85K	0.00%
Wealthspire Advisors, LLC	3.03K	Jun 30, 26	-1.40K	0.00%
waypoint wealth counsel	2.95K	Jun 30, 26	-244	0.00%
Wealthfront Advisers LLC	2.94K	Jun 30, 26	+495	0.00%
Evernest Financial Advisors, LLC	2.92K	Jun 30, 26	+198	0.00%
Convergence Financial, LLC	2.91K	Jun 30, 26	+2.91K	0.00%
Fiduciary Wealth Partners, LLC	2.90K	Jun 30, 26	-96	0.00%
MAI Capital Management	2.84K	Jun 30, 26	+2.28K	0.00%
Advisors Capital Management, LLC	2.81K	Jun 30, 26	-103	0.00%
Waverly Advisors, LLC	2.72K	Jun 30, 26	-1.62K	0.00%
VisionPoint Advisory Group, LLC	2.63K	Jun 30, 26	-133	0.00%
Waterloo Capital, L.P.	2.62K	Jun 30, 26	--	0.00%
Clark Capital Management Group, Inc.	2.61K	Jun 30, 26	-36	0.00%
Cooksen Wealth, LLC	2.60K	Jun 30, 26	-50	0.00%
Ironwood Investment Counsel, LLC	2.56K	Jun 30, 26	--	0.00%
Bank of New York Mellon Corp	2.55K	Jun 30, 26	-92	0.00%
HB Wealth Management, LLC	2.53K	Jun 30, 26	--	0.00%
Beverly Hills Private Wealth, LLC	2.48K	Jun 30, 26	+92	0.00%
SIMON QUICK ADVISORS, LLC	2.47K	Jun 30, 26	--	0.00%
Arlington Trust Co LLC	2.47K	Jun 30, 26	+1.67K	0.00%
Cambridge Investment Research Advisors, Inc.	2.44K	Jun 30, 26	-122	0.00%
BRANDYWINE OAK PRIVATE WEALTH LLC	2.39K	Jun 30, 26	+19	0.00%
FIRST CITIZENS BANK & TRUST CO	2.36K	Jun 30, 26	-24	0.00%
WESTWOOD HOLDINGS GROUP INC	2.34K	Jun 30, 26	-23	0.00%
Beacon Pointe Advisors, LLC	2.28K	Jun 30, 26	-8.89K	0.00%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	2.25K	Jun 30, 26	+2.25K	0.00%
NATURAL INVESTMENTS, LLC	2.23K	Jun 30, 26	+2.23K	0.00%
FIRST AMERICAN TRUST, FSB	2.12K	Jun 30, 26	+2.12K	0.00%
Strategic Family Wealth Counselors, L.L.C.	2.10K	Jun 30, 26	+2.10K	0.00%
Crewe Advisors LLC	2.10K	Jun 30, 26	--	0.00%
CAPTRUST FINANCIAL ADVISORS	2.08K	Jun 30, 26	+2.08K	0.00%
Smartleaf Asset Management LLC	1.84K	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	1.54K	Jun 30, 26	-36	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.36K	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	1.33K	Jun 30, 26	--	0.00%
Farther Finance Advisors, LLC	1.19K	Jun 30, 26	+486	0.00%
WHITTIER TRUST CO	1.17K	Jun 30, 26	+1.17K	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	1.06K	Jun 30, 26	--	0.00%
VANGUARD ADVISERS INC	981	Jun 30, 26	+42	0.00%
AE Wealth Management LLC	878	Jun 30, 26	+45	0.00%
TRUST CO OF TOLEDO NA /OH/	846	Jun 30, 26	--	0.00%
Allworth Financial LP	817	Jun 30, 26	-63	0.00%
FRANKLIN RESOURCES INC	775	Jun 30, 26	+263	0.00%
Russell Investments Group, Ltd.	714	Jun 30, 26	+587	0.00%
Ronald Blue Trust, Inc.	662	Jun 30, 26	--	0.00%
Turtle Creek Wealth Advisors, LLC	628	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	582	Jun 30, 26	-15	0.00%
TRUST CO OF VERMONT	553	Jun 30, 26	+553	0.00%
TD PRIVATE CLIENT WEALTH LLC	553	Jun 30, 26	+147	0.00%
Integrated Wealth Concepts LLC	528	Jun 30, 26	+528	0.00%
AdvisorNet Financial, Inc	495	Jun 30, 26	--	0.00%
GAMMA Investing LLC	486	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	451	Jun 30, 26	+451	0.00%
ESL Trust Services, LLC	451	Jun 30, 26	+451	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	410	Jun 30, 26	-19	0.00%
BOKF, NA	408	Jun 30, 26	+408	0.00%
CHESAPEAKE ASSET MANAGEMENT LLC	407	Jun 30, 26	--	0.00%
LifeSteps Financial, Inc.	405	Jun 30, 26	+405	0.00%
HANTZ FINANCIAL SERVICES, INC.	387	Jun 30, 26	+98	0.00%
Capital Investment Counsel, Inc	345	Jun 30, 26	--	0.00%
Atlantic Union Bankshares Corp	335	Jun 30, 26	--	0.00%
JONES FINANCIAL COMPANIES LLLP	330	Jun 30, 26	-112	0.00%
HARBOUR INVESTMENTS, INC.	276	Jun 30, 26	+52	0.00%
HUNTINGTON NATIONAL BANK	270	Jun 30, 26	+241	0.00%
SRS Capital Advisors, Inc.	267	Jun 30, 26	+116	0.00%
IFG Advisory, LLC	254	Jun 30, 26	+254	0.00%
WHITTIER TRUST CO OF NEVADA INC	201	Jun 30, 26	+201	0.00%
Spire Wealth Management	200	Jun 30, 26	-5	0.00%
CULLEN/FROST BANKERS, INC.	194	Jun 30, 26	-129	0.00%
Private Wealth Management Group, LLC	191	Jun 30, 26	+191	0.00%
Capital Investment Advisory Services, LLC	188	Jun 30, 26	--	0.00%
Longview Financial Advisors LLC	166	Jun 30, 26	--	0.00%
BRYN MAWR TRUST Co	158	Jun 30, 26	+158	0.00%
MATHER GROUP, LLC.	154	Jun 30, 26	-48	0.00%
ALBION FINANCIAL GROUP /UT	152	Jun 30, 26	--	0.00%
Delos Wealth Advisors, LLC	141	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	141	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	136	Jun 30, 26	+136	0.00%
Newbridge Financial Services Group, Inc.	133	Jun 30, 26	-47	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	132	Jun 30, 26	+41	0.00%
Archer Investment Corp	130	Jun 30, 26	-22	0.00%
Rossby Financial, LCC	128	Jun 30, 26	-2	0.00%
Abound Wealth Management	126	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	123	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	122	Jun 30, 26	+122	0.00%
NBC SECURITIES, INC.	110	Jun 30, 26	-76	0.00%
Larson Financial Group LLC	110	Jun 30, 26	--	0.00%
Strengthening Families & Communities, LLC	108	Jun 30, 26	+108	0.00%
Breakwater Investment Management	102	Jun 30, 26	--	0.00%
RMG Wealth Management LLC	85	Jun 30, 26	+85	0.00%
IFP Advisors, Inc	81	Jun 30, 26	-17	0.00%
Center for Financial Planning, Inc.	79	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	65	Jun 30, 26	--	0.00%
Asset Dedication, LLC	55	Jun 30, 26	--	0.00%
AlphaCore Capital LLC	55	Jun 30, 26	-40	0.00%
Cape Investment Advisory, Inc.	53	Jun 30, 26	+53	0.00%
HHM Wealth Advisors, LLC	52	Jun 30, 26	--	0.00%
CoreCap Advisors, LLC	45	Jun 30, 26	--	0.00%
Tower Research Capital LLC (TRC)	44	Jun 30, 26	+44	0.00%
Ashton Thomas Private Wealth, LLC	44	Jun 30, 26	-9	0.00%
Inspire Investing, LLC	41	Jun 30, 26	--	0.00%
Coppell Advisory Solutions LLC	38	Jun 30, 26	+38	0.00%
Buck Wealth Strategies, LLC	36	Jun 30, 26	+36	0.00%
SouthState Corp	32	Jun 30, 26	--	0.00%
Operose Advisors LLC	31	Jun 30, 26	+31	0.00%
Glen Eagle Advisors, LLC	25	Jun 30, 26	--	0.00%
Fortis Group Advisors, LLC	23	Jun 30, 26	--	0.00%
Oakworth Capital, Inc.	20	Jun 30, 26	+20	0.00%
Parallel Advisors, LLC	17	Jun 30, 26	+17	0.00%
EverSource Wealth Advisors, LLC	12	Jun 30, 26	--	0.00%
Eukles Asset Management	12	Jun 30, 26	--	0.00%
Granite FO LLC	10	Jun 30, 26	--	0.00%
Transamerica Financial Advisors, Inc.	10	Jun 30, 26	-1	0.00%
DHJJ Financial Advisors, Ltd.	9	Jun 30, 26	--	0.00%
WEDBUSH SECURITIES INC	--	Jun 30, 26	-2.39K	--
GTS SECURITIES LLC	--	Jun 30, 26	-3.77K	--
Rialto Wealth Management, LLC	--	Jun 30, 26	-11	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-65	--
Mowery & Schoenfeld Wealth Management, LLC	--	Jun 30, 26	-55	--
Greykasell Wealth Strategies, Inc.	--	Jun 30, 26	-50	--
Sound Income Strategies, LLC	--	Jun 30, 26	-78	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-1	--
Advisory Services Network, LLC	--	Jun 30, 26	-585	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-28.21K	--
ROTHSCHILD INVESTMENT LLC	--	Jun 30, 26	-4	--
HRT FINANCIAL LP	--	Jun 30, 26	-22.93K	--
Harel Insurance Investments & Financial Services Ltd.	--	Jun 30, 26	-1.30K	--
Riverview Trust Co	--	Jun 30, 26	-35	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-4.22K	--
EVOKE WEALTH, LLC	--	Jun 30, 26	-2.27K	--
Annis Gardner Whiting Capital Advisors, LLC	--	Jun 30, 26	-565	--
Y-Intercept (Hong Kong) Ltd	--	Jun 30, 26	-7.04K	--
SEVEN MILE ADVISORY	--	Jun 30, 26	-3.80K	--
SEGALL BRYANT & HAMILL, LLC	--	Jun 30, 26	-7.24K	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-114	--
Activest Wealth Management	--	Jun 30, 26	-24	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-827	--
Western Wealth Management, LLC	--	Jun 30, 26	-30	--
Avalon Trust Co	--	Jun 30, 26	-290	--
RENAISSANCE TECHNOLOGIES LLC	--	Jun 30, 26	-6.40K	--
CARDIFF PARK ADVISORS, LLC	--	Jun 30, 26	-34	--
CWM, LLC	28.66K	Mar 31, 26	+18.99K	0.03%
Richard Bernstein Advisors LLC	555	Mar 31, 26	-63	0.00%
Parkside Financial Bank & Trust	118	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	18	Mar 31, 26	--	0.00%
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%
CIBC Private Wealth Group, LLC	1.23K	Dec 31, 25	+419	0.00%
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	0.01%
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	0.27%
RAYMOND JAMES & ASSOCIATES	247.03K	Sep 30, 24	-591	0.24%
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%
Private Ocean, LLC	--	Jun 30, 24	-200	--
BlackRock Inc.	--	Jun 30, 24	-45.84K	--
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	0.34%
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	0.01%
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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Holder

Date

Change

% Held

JPMORGAN CHASE & CO

71.65M

Jun 30, 26

-3.16M

69.65%

ENVESTNET ASSET MANAGEMENT INC

495.29K

Jun 30, 26

+28.34K

0.48%

Municipal Employees' Retirement System of Michigan

478.67K

Jun 30, 26

-160.95K

0.47%

RiverFront Investment Group, LLC

472.72K

Jun 30, 26

+22.99K

0.46%

ASSETMARK, INC

455.81K

Jun 30, 26

-12.10K

0.44%

VICTORY CAPITAL MANAGEMENT INC

436.70K

Jun 30, 26

+87.98K

0.42%

Tradewinds Capital Management, LLC

387.37K

Jun 30, 26

+387.37K

0.38%

HighTower Advisors, LLC

374.06K

Jun 30, 26

-36.21K

0.36%

Mirae Asset Global Investments Co., Ltd.

345.68K

Jun 30, 26

-60.46K

0.34%

STRATEGIC INVESTMENT MANAGEMENT, LLC

333.32K

Jun 30, 26

0.32%

Elm Partners Management LLC

317.03K

Jun 30, 26

-3.68K

0.31%

AMERIPRISE FINANCIAL INC

298.51K

Jun 30, 26

+180.09K

0.29%

Willis Johnson & Associates, Inc.

249.45K

Jun 30, 26

+92.67K

0.24%

TWO SIGMA INVESTMENTS, LP

225.50K

Jun 30, 26

+225.50K

0.22%

UBS Group AG

189.19K

Jun 30, 26

+8.67K

0.18%

LPL Financial LLC

176.69K

Jun 30, 26

+4.69K

0.17%

RAYMOND JAMES FINANCIAL INC

166.50K

Jun 30, 26

+7.21K

0.16%

Rice Partnership, LLC

146.33K

Jun 30, 26

+64.13K

0.14%

ATLAS CAPITAL ADVISORS LLC

112.49K

Jun 30, 26

+1.65K

0.11%

SPINNAKER TRUST

110.73K

Jun 30, 26

-19.34K

0.11%

BOCHK Asset Management Ltd

110.67K

Jun 30, 26

0.11%

MORGAN STANLEY

109.60K

Jun 30, 26

-11.53K

0.11%

BANK OF AMERICA CORP /DE/

107.88K

Jun 30, 26

-1.68K

0.10%

ROYAL BANK OF CANADA

107.63K

Jun 30, 26

+3.94K

0.10%

WELLS FARGO & COMPANY/MN

93.08K

Jun 30, 26

+4.02K

0.09%

PGIM Custom Harvest LLC

91.19K

Jun 30, 26

+839

0.09%

THRIVENT FINANCIAL FOR LUTHERANS

88.28K

Jun 30, 26

+73.39K

0.09%

GREENWOOD CAPITAL ASSOCIATES LLC

61.78K

Jun 30, 26

+3.32K

0.06%

Cetera Investment Advisers

61.02K

Jun 30, 26

+2.84K

0.06%

Silphium Asset Management Ltd

58.00K

Jun 30, 26

0.06%

Marex Group plc

57.70K

Jun 30, 26

0.06%

Janney Montgomery Scott LLC

44.44K

Jun 30, 26

+1.80K

0.04%

Dorsey & Whitney Trust CO LLC

44.34K

Jun 30, 26

-368

0.04%

JANE STREET GROUP, LLC

40.22K

Jun 30, 26

+40.22K

0.04%

CHOREO, LLC

37.80K

Jun 30, 26

-1.11K

0.04%

CITADEL ADVISORS LLC

32.47K

Jun 30, 26

+32.47K

0.03%

Rockefeller Capital Management L.P.

31.77K

Jun 30, 26

+2.56K

0.03%

FMR LLC

31.08K

Jun 30, 26

+2.62K

0.03%

BESSEMER GROUP INC

27.97K

Jun 30, 26

+973

0.03%

ACIMA PRIVATE WEALTH, LLC

27.39K

Jun 30, 26

-663

0.03%

Quantinno Capital Management LP

23.90K

Jun 30, 26

+351

0.02%

CI Private Wealth, LLC

23.60K

Jun 30, 26

+5.36K

0.02%

Hudson Portfolio Management LLC

20.32K

Jun 30, 26

+660

0.02%

Creative Planning

20.13K

Jun 30, 26

-5.48K

0.02%

BANK OF MONTREAL /CAN/

19.86K

Jun 30, 26

0.02%

NORTHERN TRUST CORP

19.09K

Jun 30, 26

+12.28K

0.02%

Alaska Permanent Capital Management

18.13K

Jun 30, 26

-270

0.02%

STIFEL FINANCIAL CORP

17.87K

Jun 30, 26

-2.16K

0.02%

BLAIR WILLIAM & CO/IL

17.47K

Jun 30, 26

-170

0.02%

MML INVESTORS SERVICES, LLC

16.96K

Jun 30, 26

+4.15K

0.02%

FIFTH THIRD BANCORP

16.39K

Jun 30, 26

-1.23K

0.02%

Caprock Group, LLC

15.67K

Jun 30, 26

+336

0.02%

TD Waterhouse Canada Inc.

14.63K

Jun 30, 26

+4.08K

0.01%

TRUIST FINANCIAL CORP

14.56K

Jun 30, 26

-161

0.01%

SYON CAPITAL LLC

12.38K

Jun 30, 26

-34

0.01%

BlackRock, Inc.

12.14K

Jun 30, 26

+297

0.01%

FLOW TRADERS U.S. LLC

11.83K

Jun 30, 26

-164.84K

0.01%

BROWN ADVISORY INC

11.30K

Jun 30, 26

+7.89K

0.01%

Yoffe Investment Management, LLC

10.54K

Jun 30, 26

0.01%

Mariner, LLC

10.50K

Jun 30, 26

-96

0.01%

CERTUITY, LLC

10.31K

Jun 30, 26

-561

0.01%

QUADRANT CAPITAL GROUP LLC

10.21K

Jun 30, 26

0.01%

Ballentine Partners, LLC

9.80K

Jun 30, 26

+1.71K

0.01%

Cresset Asset Management, LLC

9.77K

Jun 30, 26

-996

0.01%

GOLDMAN SACHS GROUP INC

8.91K

Jun 30, 26

+8.91K

0.01%

D. E. Shaw & Co., Inc.

8.69K

Jun 30, 26

+8.69K

0.01%

Lumbard & Kellner, LLC

8.51K

Jun 30, 26

+99

0.01%

Pathstone Holdings, LLC

8.26K

Jun 30, 26

-14

0.01%

Avidian Wealth Solutions, LLC

8.10K

Jun 30, 26

+36

0.01%

Cerity Partners LLC

8.07K

Jun 30, 26

-1.22K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

7.88K

Jun 30, 26

+137

0.01%

Sowell Financial Services LLC

7.68K

Jun 30, 26

-1.20K

0.01%

Resources Investment Advisors, LLC.

7.57K

Jun 30, 26

-11.70K

0.01%

GREENWOOD GEARHART INC

7.23K

Jun 30, 26

+7.23K

0.01%

ADVISOR GROUP HOLDINGS, INC.

7.14K

Jun 30, 26

+1.35K

0.01%

Koshinski Asset Management, Inc.

7.01K

Jun 30, 26

0.01%

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

7.00K

Jun 30, 26

0.01%

Inscription Capital, LLC

6.96K

Jun 30, 26

0.01%

SCOTIA CAPITAL INC.

6.87K

Jun 30, 26

+623

0.01%

NewEdge Advisors, LLC

6.59K

Jun 30, 26

+2.24K

0.01%

Colony Group, LLC

6.38K

Jun 30, 26

-267

0.01%

MANNING & NAPIER ADVISORS LLC

6.37K

Jun 30, 26

+6.37K

0.01%

COMMERCE BANK

6.30K

Jun 30, 26

0.01%

INNEALTA CAPITAL, LLC

6.25K

Jun 30, 26

0.01%

Wright Fund Management, LLC

6.04K

Jun 30, 26

0.01%

HSBC HOLDINGS PLC

6.02K

Jun 30, 26

-37

0.01%

STEPHENS INC /AR/

5.93K

Jun 30, 26

-633

0.01%

Sunpointe, LLC

5.90K

Jun 30, 26

-12.41K

0.01%

BROWN BROTHERS HARRIMAN & CO

5.87K

Jun 30, 26

0.01%

PRIVATE TRUST CO NA

5.85K

Jun 30, 26

0.01%

CVA Family Office, LLC

5.20K

Jun 30, 26

-97

0.01%

RICHARDSON FINANCIAL SERVICES INC.

5.18K

Jun 30, 26

-39

0.01%

Sanctuary Advisors, LLC

5.10K

Jun 30, 26

+130

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

5.06K

Jun 30, 26

0.00%

Icon Wealth Advisors, LLC

5.03K

Jun 30, 26

-294

0.00%

Cloud Capital Management, LLC

4.99K

Jun 30, 26

0.00%

Clearstead Advisors, LLC

4.98K

Jun 30, 26

+3.54K

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.89K

Jun 30, 26

+170

0.00%

UBS ASSET MANAGEMENT AMERICAS INC

4.85K

Jun 30, 26

-14.01K

0.00%

TWO SIGMA SECURITIES, LLC

4.75K

Jun 30, 26

+4.75K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

4.74K

Jun 30, 26

-543

0.00%

MISSION WEALTH MANAGEMENT, LP

4.66K

Jun 30, 26

+4.66K

0.00%

Sumitomo Mitsui DS Asset Management Company, Ltd

4.62K

Jun 30, 26

+4.62K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

4.61K

Jun 30, 26

-498

0.00%

EP Wealth Advisors, LLC

4.55K

Jun 30, 26

+4.55K

0.00%

Vanguard National Trust Co

4.49K

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

4.48K

Jun 30, 26

+2.62K

0.00%

Ullmann Wealth Partners Group, LLC

4.33K

Jun 30, 26

0.00%

SAPIENT CAPITAL LLC

4.31K

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

4.31K

Jun 30, 26

-141

0.00%

SUMMITRY LLC

4.30K

Jun 30, 26

+4.30K

0.00%

Maia Wealth LLC

4.16K

Jun 30, 26

+564

0.00%

COMMONWEALTH EQUITY SERVICES, LLC

4.11K

Jun 30, 26

0.00%

IEQ CAPITAL, LLC

4.05K

Jun 30, 26

-1.76K

0.00%

ANGELES WEALTH MANAGEMENT, LLC

3.99K

Jun 30, 26

0.00%

Gotham Asset Management, LLC

3.81K

Jun 30, 26

0.00%

Kestra Advisory Services, LLC

3.73K

Jun 30, 26

-138

0.00%

Savant Capital, LLC

3.68K

Jun 30, 26

+648

0.00%

CAPITAL PERFORMANCE ADVISORS LLP

3.65K

Jun 30, 26

+3.65K

0.00%

Morton Capital Management LLC/CA

3.60K

Jun 30, 26

-64

0.00%

AQR CAPITAL MANAGEMENT LLC

3.50K

Jun 30, 26

+3.50K

0.00%

NATIONAL BANK OF CANADA /FI/

3.37K

Jun 30, 26

-314

0.00%

One Wealth Management Investment & Advisory Services, LLC

3.35K

Jun 30, 26

-293

0.00%

US BANCORP \DE\

3.31K

Jun 30, 26

+234

0.00%

QRG CAPITAL MANAGEMENT, INC.

3.23K

Jun 30, 26

-64

0.00%

FSM Wealth Advisors, LLC

3.23K

Jun 30, 26

-366

0.00%

Cascade Financial Partners, LLC

3.21K

Jun 30, 26

+3.21K

0.00%

Busey Wealth Management

3.18K

Jun 30, 26

+49

0.00%

Sigma Planning Corp

3.13K

Jun 30, 26

-1.85K

0.00%

Wealthspire Advisors, LLC

3.03K

Jun 30, 26

-1.40K

0.00%

waypoint wealth counsel

2.95K

Jun 30, 26

-244

0.00%

Wealthfront Advisers LLC

2.94K

Jun 30, 26

+495

0.00%

Evernest Financial Advisors, LLC

2.92K

Jun 30, 26

+198

0.00%

Convergence Financial, LLC

2.91K

Jun 30, 26

+2.91K

0.00%

Fiduciary Wealth Partners, LLC

2.90K

Jun 30, 26

-96

0.00%

MAI Capital Management

2.84K

Jun 30, 26

+2.28K

0.00%

Advisors Capital Management, LLC

2.81K

Jun 30, 26

-103

0.00%

Waverly Advisors, LLC

2.72K

Jun 30, 26

-1.62K

0.00%

VisionPoint Advisory Group, LLC

2.63K

Jun 30, 26

-133

0.00%

Waterloo Capital, L.P.

2.62K

Jun 30, 26

0.00%

Clark Capital Management Group, Inc.

2.61K

Jun 30, 26

-36

0.00%

Cooksen Wealth, LLC

2.60K

Jun 30, 26

-50

0.00%

Ironwood Investment Counsel, LLC

2.56K

Jun 30, 26

0.00%

Bank of New York Mellon Corp

2.55K

Jun 30, 26

-92

0.00%

HB Wealth Management, LLC

2.53K

Jun 30, 26

0.00%

Beverly Hills Private Wealth, LLC

2.48K

Jun 30, 26

+92

0.00%

SIMON QUICK ADVISORS, LLC

2.47K

Jun 30, 26

0.00%

Arlington Trust Co LLC

2.47K

Jun 30, 26

+1.67K

0.00%

Cambridge Investment Research Advisors, Inc.

2.44K

Jun 30, 26

-122

0.00%

BRANDYWINE OAK PRIVATE WEALTH LLC

2.39K

Jun 30, 26

+19

0.00%

FIRST CITIZENS BANK & TRUST CO

2.36K

Jun 30, 26

-24

0.00%

WESTWOOD HOLDINGS GROUP INC

2.34K

Jun 30, 26

-23

0.00%

Beacon Pointe Advisors, LLC

2.28K

Jun 30, 26

-8.89K

0.00%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

2.25K

Jun 30, 26

+2.25K

0.00%

NATURAL INVESTMENTS, LLC

2.23K

Jun 30, 26

+2.23K

0.00%

FIRST AMERICAN TRUST, FSB

2.12K

Jun 30, 26

+2.12K

0.00%

Strategic Family Wealth Counselors, L.L.C.

2.10K

Jun 30, 26

+2.10K

0.00%

Crewe Advisors LLC

2.10K

Jun 30, 26

0.00%

CAPTRUST FINANCIAL ADVISORS

2.08K

Jun 30, 26

+2.08K

0.00%

Smartleaf Asset Management LLC

1.84K

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

1.54K

Jun 30, 26

-36

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.36K

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

1.33K

Jun 30, 26

0.00%

Farther Finance Advisors, LLC

1.19K

Jun 30, 26

+486

0.00%

WHITTIER TRUST CO

1.17K

Jun 30, 26

+1.17K

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

1.06K

Jun 30, 26

0.00%

VANGUARD ADVISERS INC

981

Jun 30, 26

+42

0.00%

AE Wealth Management LLC

878

Jun 30, 26

+45

0.00%

TRUST CO OF TOLEDO NA /OH/

846

Jun 30, 26

0.00%

Allworth Financial LP

817

Jun 30, 26

-63

0.00%

FRANKLIN RESOURCES INC

775

Jun 30, 26

+263

0.00%

Russell Investments Group, Ltd.

714

Jun 30, 26

+587

0.00%

Ronald Blue Trust, Inc.

662

Jun 30, 26

0.00%

Turtle Creek Wealth Advisors, LLC

628

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

582

Jun 30, 26

-15

0.00%

TRUST CO OF VERMONT

553

Jun 30, 26

+553

0.00%

TD PRIVATE CLIENT WEALTH LLC

553

Jun 30, 26

+147

0.00%

Integrated Wealth Concepts LLC

528

Jun 30, 26

+528

0.00%

AdvisorNet Financial, Inc

495

Jun 30, 26

0.00%

GAMMA Investing LLC

486

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

451

Jun 30, 26

+451

0.00%

ESL Trust Services, LLC

451

Jun 30, 26

+451

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

410

Jun 30, 26

-19

0.00%

BOKF, NA

408

Jun 30, 26

+408

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

407

Jun 30, 26

0.00%

LifeSteps Financial, Inc.

405

Jun 30, 26

+405

0.00%

HANTZ FINANCIAL SERVICES, INC.

387

Jun 30, 26

+98

0.00%

Capital Investment Counsel, Inc

345

Jun 30, 26

0.00%

Atlantic Union Bankshares Corp

335

Jun 30, 26

0.00%

JONES FINANCIAL COMPANIES LLLP

330

Jun 30, 26

-112

0.00%

HARBOUR INVESTMENTS, INC.

276

Jun 30, 26

+52

0.00%

HUNTINGTON NATIONAL BANK

270

Jun 30, 26

+241

0.00%

SRS Capital Advisors, Inc.

267

Jun 30, 26

+116

0.00%

IFG Advisory, LLC

254

Jun 30, 26

+254

0.00%

WHITTIER TRUST CO OF NEVADA INC

201

Jun 30, 26

+201

0.00%

Spire Wealth Management

200

Jun 30, 26

-5

0.00%

CULLEN/FROST BANKERS, INC.

194

Jun 30, 26

-129

0.00%

Private Wealth Management Group, LLC

191

Jun 30, 26

+191

0.00%

Capital Investment Advisory Services, LLC

188

Jun 30, 26

0.00%

Longview Financial Advisors LLC

166

Jun 30, 26

0.00%

BRYN MAWR TRUST Co

158

Jun 30, 26

+158

0.00%

MATHER GROUP, LLC.

154

Jun 30, 26

-48

0.00%

ALBION FINANCIAL GROUP /UT

152

Jun 30, 26

0.00%

Delos Wealth Advisors, LLC

141

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

141

Jun 30, 26

0.00%

Continuum Advisory, LLC

136

Jun 30, 26

+136

0.00%

Newbridge Financial Services Group, Inc.

133

Jun 30, 26

-47

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

132

Jun 30, 26

+41

0.00%

Archer Investment Corp

130

Jun 30, 26

-22

0.00%

Rossby Financial, LCC

128

Jun 30, 26

-2

0.00%

Abound Wealth Management

126

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

123

Jun 30, 26

0.00%

Global Retirement Partners, LLC

122

Jun 30, 26

+122

0.00%

NBC SECURITIES, INC.

110

Jun 30, 26

-76

0.00%

Larson Financial Group LLC

110

Jun 30, 26

0.00%

Strengthening Families & Communities, LLC

108

Jun 30, 26

+108

0.00%

Breakwater Investment Management

102

Jun 30, 26

0.00%

RMG Wealth Management LLC

Jun 30, 26

+85

0.00%

IFP Advisors, Inc

Jun 30, 26

-17

0.00%

Center for Financial Planning, Inc.

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

Jun 30, 26

0.00%

Asset Dedication, LLC

Jun 30, 26

0.00%

AlphaCore Capital LLC

Jun 30, 26

-40

0.00%

Cape Investment Advisory, Inc.

Jun 30, 26

+53

0.00%

HHM Wealth Advisors, LLC

Jun 30, 26

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

Tower Research Capital LLC (TRC)

Jun 30, 26

+44

0.00%

Ashton Thomas Private Wealth, LLC

Jun 30, 26

-9

0.00%

Inspire Investing, LLC

Jun 30, 26

0.00%

Coppell Advisory Solutions LLC

Jun 30, 26

+38

0.00%

Buck Wealth Strategies, LLC

Jun 30, 26

+36

0.00%

SouthState Corp

Jun 30, 26

0.00%

Operose Advisors LLC

Jun 30, 26

+31

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

0.00%

Fortis Group Advisors, LLC

Jun 30, 26

0.00%

Oakworth Capital, Inc.

Jun 30, 26

+20

0.00%

Parallel Advisors, LLC

Jun 30, 26

+17

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Eukles Asset Management

Jun 30, 26

0.00%

Granite FO LLC

Jun 30, 26

0.00%

Transamerica Financial Advisors, Inc.

Jun 30, 26

-1

0.00%

DHJJ Financial Advisors, Ltd.

Jun 30, 26

0.00%

WEDBUSH SECURITIES INC

Jun 30, 26

-2.39K

GTS SECURITIES LLC

Jun 30, 26

-3.77K

Rialto Wealth Management, LLC

Jun 30, 26

-11

Lloyd Advisory Services, LLC.

Jun 30, 26

-65

Mowery & Schoenfeld Wealth Management, LLC

Jun 30, 26

-55

Greykasell Wealth Strategies, Inc.

Jun 30, 26

-50

Sound Income Strategies, LLC

Jun 30, 26

-78

Global Wealth Strategies & Associates

Jun 30, 26

-1

Advisory Services Network, LLC

Jun 30, 26

-585

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-28.21K

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

-4

HRT FINANCIAL LP

Jun 30, 26

-22.93K

Harel Insurance Investments & Financial Services Ltd.

Jun 30, 26

-1.30K

Riverview Trust Co

Jun 30, 26

-35

Ameritas Advisory Services, LLC

Jun 30, 26

-4.22K

EVOKE WEALTH, LLC

Jun 30, 26

-2.27K

Annis Gardner Whiting Capital Advisors, LLC

Jun 30, 26

-565

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-7.04K

SEVEN MILE ADVISORY

Jun 30, 26

-3.80K

SEGALL BRYANT & HAMILL, LLC

Jun 30, 26

-7.24K

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-114

Activest Wealth Management

Jun 30, 26

-24

Destiny Wealth Partners, LLC

Jun 30, 26

-827

Western Wealth Management, LLC

Jun 30, 26

-30

Avalon Trust Co

Jun 30, 26

-290

RENAISSANCE TECHNOLOGIES LLC

Jun 30, 26

-6.40K

CARDIFF PARK ADVISORS, LLC

Jun 30, 26

-34

CWM, LLC

28.66K

Mar 31, 26

+18.99K

0.03%

Richard Bernstein Advisors LLC

555

Mar 31, 26

-63

0.00%

Parkside Financial Bank & Trust

118

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

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%

CIBC Private Wealth Group, LLC

1.23K

Dec 31, 25

+419

0.00%

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

0.01%

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

0.27%

RAYMOND JAMES & ASSOCIATES

247.03K

Sep 30, 24

-591

0.24%

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%

Private Ocean, LLC

Jun 30, 24

-200

BlackRock Inc.

Jun 30, 24

-45.84K

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

0.34%

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

0.01%

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%