JPMorgan BetaBuilders Europe ETF(BBEU)

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JPMorgan BetaBuilders Europe ETF(BBEU)

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BBEU(BBEU)

BBEU

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

Institutional Ownership

Top 245 Institutional Holders

Holder	Shares	Date	Change	% Held
Global Wealth Strategies & Associates	--	Jun 30, 26	-2	--
JPMORGAN CHASE & CO	92.97M	Mar 31, 26	+977.07K	159.49%
JANE STREET GROUP, LLC	830.02K	Mar 31, 26	-335.33K	1.42%
Elm Partners Management LLC	632.27K	Mar 31, 26	+76.20K	1.08%
Legacy CG, LLC	431.20K	Mar 31, 26	+10.07K	0.74%
GREENWOOD CAPITAL ASSOCIATES LLC	382.87K	Mar 31, 26	+4.22K	0.66%
MORGAN STANLEY	374.32K	Mar 31, 26	+4.83K	0.64%
BANK OF AMERICA CORP /DE/	354.11K	Mar 31, 26	-159.66K	0.61%
Horizon Investments, LLC	338.17K	Mar 31, 26	+4.92K	0.58%
UBS Group AG	329.39K	Mar 31, 26	+99.65K	0.57%
LPL Financial LLC	247.33K	Mar 31, 26	-1.14K	0.42%
Permanens Capital L.P.	206.58K	Mar 31, 26	-353.70K	0.35%
FLOW TRADERS U.S. LLC	159.05K	Mar 31, 26	+159.05K	0.27%
Robertson Stephens Wealth Management, LLC	131.15K	Mar 31, 26	-1.20K	0.22%
1 NORTH WEALTH SERVICES LLC	117.73K	Mar 31, 26	+1.36K	0.20%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	96.92K	Mar 31, 26	-31.05K	0.17%
ENVESTNET ASSET MANAGEMENT INC	76.48K	Mar 31, 26	+9.61K	0.13%
NORTHERN TRUST CORP	75.55K	Mar 31, 26	-2.61K	0.13%
Curbstone Financial Management Corp	63.98K	Mar 31, 26	+1.15K	0.11%
Dorsey & Whitney Trust CO LLC	57.54K	Mar 31, 26	--	0.10%
Secure Asset Management, LLC	53.63K	Mar 31, 26	+3.26K	0.09%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	52.42K	Mar 31, 26	+1.43K	0.09%
Beacon Pointe Advisors, LLC	51.29K	Mar 31, 26	+29.51K	0.09%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	44.56K	Mar 31, 26	+398	0.08%
MML INVESTORS SERVICES, LLC	44.20K	Mar 31, 26	+433	0.08%
CI Private Wealth, LLC	43.35K	Mar 31, 26	+38.27K	0.07%
Quantinno Capital Management LP	41.65K	Mar 31, 26	+118	0.07%
Cetera Investment Advisers	39.54K	Mar 31, 26	+171	0.07%
UBS ASSET MANAGEMENT AMERICAS INC	33.81K	Mar 31, 26	+27.17K	0.06%
OLD NATIONAL BANCORP /IN/	32.51K	Mar 31, 26	-50	0.06%
BRANDYWINE OAK PRIVATE WEALTH LLC	32.02K	Mar 31, 26	-2.50K	0.05%
Rockefeller Capital Management L.P.	31.59K	Mar 31, 26	-9.59K	0.05%
Cambridge Investment Research Advisors, Inc.	31.00K	Mar 31, 26	+4.75K	0.05%
ATLAS CAPITAL ADVISORS LLC	30.39K	Mar 31, 26	-2.44K	0.05%
Colony Group, LLC	27.56K	Mar 31, 26	--	0.05%
ROYAL BANK OF CANADA	26.92K	Mar 31, 26	+18.45K	0.05%
Vestmark Advisory Solutions, Inc.	25.82K	Mar 31, 26	+1.47K	0.04%
FOUNDERS FINANCIAL SECURITIES LLC	25.76K	Mar 31, 26	+742	0.04%
Cresset Asset Management, LLC	23.88K	Mar 31, 26	+23.88K	0.04%
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP	23.79K	Mar 31, 26	+43	0.04%
PGIM Custom Harvest LLC	22.47K	Mar 31, 26	-2.31K	0.04%
Perigon Wealth Management, LLC	22.38K	Mar 31, 26	-656	0.04%
BLAIR WILLIAM & CO/IL	21.98K	Mar 31, 26	+381	0.04%
KELLY FINANCIAL GROUP LLC	21.25K	Mar 31, 26	-3.77K	0.04%
FMR LLC	21.00K	Mar 31, 26	+4.84K	0.04%
MN Wealth Advisors, LLC	19.10K	Mar 31, 26	-951	0.03%
US BANCORP \DE\	18.66K	Mar 31, 26	+3.22K	0.03%
Breakwater Investment Management	17.72K	Mar 31, 26	-4.30K	0.03%
ADVISOR GROUP HOLDINGS, INC.	17.69K	Mar 31, 26	-35.13K	0.03%
Pathstone Holdings, LLC	17.17K	Mar 31, 26	+17	0.03%
FIFTH THIRD BANCORP	16.81K	Mar 31, 26	+16.81K	0.03%
NewEdge Advisors, LLC	15.87K	Mar 31, 26	+271	0.03%
RAYMOND JAMES FINANCIAL INC	13.51K	Mar 31, 26	+6.70K	0.02%
CHOREO, LLC	13.27K	Mar 31, 26	--	0.02%
Creative Planning	12.99K	Mar 31, 26	+5.16K	0.02%
CERTUITY, LLC	12.91K	Mar 31, 26	+6.51K	0.02%
Wealthcare Advisory Partners LLC	12.67K	Mar 31, 26	+1.83K	0.02%
Mariner, LLC	12.42K	Mar 31, 26	-1.22K	0.02%
Prime Capital Investment Advisors, LLC	11.54K	Mar 31, 26	-18	0.02%
BlackRock, Inc.	11.20K	Mar 31, 26	+9.04K	0.02%
WELLS FARGO & COMPANY/MN	10.88K	Mar 31, 26	-496	0.02%
Steward Partners Investment Advisory, LLC	10.79K	Mar 31, 26	+18	0.02%
Yoffe Investment Management, LLC	10.64K	Mar 31, 26	--	0.02%
Cerity Partners LLC	10.46K	Mar 31, 26	-1.25K	0.02%
HRT FINANCIAL LP	9.74K	Mar 31, 26	+9.74K	0.02%
Clark Capital Management Group, Inc.	9.23K	Mar 31, 26	+9.23K	0.02%
SENTINEL TRUST CO LBA	9.02K	Mar 31, 26	--	0.02%
Y-Intercept (Hong Kong) Ltd	8.69K	Mar 31, 26	--	0.01%
Caprock Group, LLC	8.35K	Mar 31, 26	--	0.01%
LAKE STREET FINANCIAL LLC	7.98K	Mar 31, 26	--	0.01%
STEPHENS INC /AR/	7.30K	Mar 31, 26	+4.24K	0.01%
Crewe Advisors LLC	7.25K	Mar 31, 26	--	0.01%
EVERGREEN CAPITAL MANAGEMENT LLC	7.02K	Mar 31, 26	--	0.01%
Mechanics Bank Trust Department	6.97K	Mar 31, 26	--	0.01%
Kestra Advisory Services, LLC	6.93K	Mar 31, 26	+491	0.01%
Inscription Capital, LLC	6.82K	Mar 31, 26	--	0.01%
CAPTRUST FINANCIAL ADVISORS	6.51K	Mar 31, 26	--	0.01%
AMERIPRISE FINANCIAL INC	6.35K	Mar 31, 26	-398	0.01%
Icon Wealth Advisors, LLC	6.31K	Mar 31, 26	+1	0.01%
BANK OF NOVA SCOTIA	5.99K	Mar 31, 26	-5.62K	0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC	5.94K	Mar 31, 26	-135	0.01%
BROWN ADVISORY INC	5.68K	Mar 31, 26	-17	0.01%
HighTower Advisors, LLC	5.65K	Mar 31, 26	-22	0.01%
Brinker Capital Investments, LLC	5.40K	Mar 31, 26	-187	0.01%
GTS SECURITIES LLC	5.38K	Mar 31, 26	+5.38K	0.01%
Gateway Wealth Partners, LLC	5.24K	Mar 31, 26	+5.24K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	4.86K	Mar 31, 26	-2.23K	0.01%
Tranquilli Financial Advisor LLC	4.72K	Mar 31, 26	-77	0.01%
Vanguard National Trust Co	4.63K	Mar 31, 26	+4.63K	0.01%
Arkadios Wealth Advisors	4.58K	Mar 31, 26	+185	0.01%
Harel Insurance Investments & Financial Services Ltd.	4.50K	Mar 31, 26	--	0.01%
Envestnet Portfolio Solutions, Inc.	4.47K	Mar 31, 26	-6.96K	0.01%
TRUST CO OF TOLEDO NA /OH/	4.36K	Mar 31, 26	+4.36K	0.01%
FSM Wealth Advisors, LLC	4.27K	Mar 31, 26	--	0.01%
Diversified Trust Co	4.25K	Mar 31, 26	--	0.01%
Evernest Financial Advisors, LLC	4.23K	Mar 31, 26	--	0.01%
Morton Capital Management LLC/CA	4.16K	Mar 31, 26	-128	0.01%
DIMENSION CAPITAL MANAGEMENT LLC	4.04K	Mar 31, 26	--	0.01%
PARK AVENUE SECURITIES LLC	3.89K	Mar 31, 26	+363	0.01%
Cartesian Growth Corp	3.81K	Mar 31, 26	--	0.01%
Wealthspire Advisors, LLC	3.81K	Mar 31, 26	--	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.80K	Mar 31, 26	+90	0.01%
Hardin Capital Partners, LLC	3.67K	Mar 31, 26	-23	0.01%
Indie Asset Partners, LLC	3.65K	Mar 31, 26	--	0.01%
EP Wealth Advisors, LLC	3.64K	Mar 31, 26	+3.64K	0.01%
Ballentine Partners, LLC	3.60K	Mar 31, 26	--	0.01%
Ironwood Investment Counsel, LLC	3.52K	Mar 31, 26	+212	0.01%
Waverly Advisors, LLC	3.52K	Mar 31, 26	+2.85K	0.01%
ANGELES WEALTH MANAGEMENT, LLC	3.31K	Mar 31, 26	--	0.01%
Integrated Wealth Concepts LLC	3.27K	Mar 31, 26	+3.27K	0.01%
Gotham Asset Management, LLC	3.26K	Mar 31, 26	+3.26K	0.01%
SEVEN MILE ADVISORY	3.22K	Mar 31, 26	+3.22K	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	3.07K	Mar 31, 26	-264	0.01%
IHT Wealth Management, LLC	3.03K	Mar 31, 26	+3.03K	0.01%
TRUIST FINANCIAL CORP	2.97K	Mar 31, 26	+14	0.01%
WEDBUSH SECURITIES INC	2.95K	Mar 31, 26	+25	0.01%
IEQ CAPITAL, LLC	2.94K	Mar 31, 26	-3.64K	0.01%
Krilogy Financial LLC	2.93K	Mar 31, 26	--	0.01%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	2.85K	Mar 31, 26	+2.85K	0.00%
Private Advisor Group, LLC	2.83K	Mar 31, 26	+62	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	2.82K	Mar 31, 26	-906	0.00%
London & Capital Asset Management Ltd	2.76K	Mar 31, 26	--	0.00%
ALLIANCEBERNSTEIN L.P.	2.76K	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	1.72K	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	1.59K	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.59K	Mar 31, 26	-24	0.00%
Team Financial Group, LLC	1.21K	Mar 31, 26	--	0.00%
PRIVATE TRUST CO NA	1.16K	Mar 31, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.14K	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.02K	Mar 31, 26	+182	0.00%
Spire Wealth Management	916	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	875	Mar 31, 26	+402	0.00%
BANK OF MONTREAL /CAN/	646	Mar 31, 26	+245	0.00%
Delos Wealth Advisors, LLC	631	Mar 31, 26	-209	0.00%
VANGUARD ADVISERS INC	622	Mar 31, 26	+622	0.00%
CULLEN/FROST BANKERS, INC.	545	Mar 31, 26	+151	0.00%
JONES FINANCIAL COMPANIES LLLP	537	Mar 31, 26	+537	0.00%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	492	Mar 31, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	476	Mar 31, 26	+476	0.00%
Western Wealth Management, LLC	452	Mar 31, 26	+452	0.00%
WHITTIER TRUST CO	430	Mar 31, 26	--	0.00%
GAMMA Investing LLC	358	Mar 31, 26	+358	0.00%
Allspring Global Investments Holdings, LLC	358	Mar 31, 26	+358	0.00%
Atlantic Union Bankshares Corp	301	Mar 31, 26	--	0.00%
Farther Finance Advisors, LLC	260	Mar 31, 26	-422	0.00%
HARBOUR INVESTMENTS, INC.	260	Mar 31, 26	+34	0.00%
MATHER GROUP, LLC.	260	Mar 31, 26	+260	0.00%
Ancora Advisors, LLC	250	Mar 31, 26	--	0.00%
Arlington Trust Co LLC	228	Mar 31, 26	+228	0.00%
FRANKLIN RESOURCES INC	212	Mar 31, 26	+212	0.00%
SIGNATUREFD, LLC	212	Mar 31, 26	-173	0.00%
ASSETMARK, INC	186	Mar 31, 26	+21	0.00%
Allworth Financial LP	174	Mar 31, 26	+134	0.00%
CWM, LLC	163	Mar 31, 26	+74	0.00%
Clearstead Advisors, LLC	161	Mar 31, 26	+161	0.00%
NBC SECURITIES, INC.	160	Mar 31, 26	+160	0.00%
Archer Investment Corp	154	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	151	Mar 31, 26	+23	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	150	Mar 31, 26	+150	0.00%
MAI Capital Management	150	Mar 31, 26	+64	0.00%
Newbridge Financial Services Group, Inc.	147	Mar 31, 26	+30	0.00%
AE Wealth Management LLC	146	Mar 31, 26	-70	0.00%
Kingdom Financial Group LLC.	141	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	141	Mar 31, 26	+141	0.00%
IFP Advisors, Inc	134	Mar 31, 26	+21	0.00%
TD Waterhouse Canada Inc.	105	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	100	Mar 31, 26	+1	0.00%
Sound Income Strategies, LLC	99	Mar 31, 26	+99	0.00%
Smartleaf Asset Management LLC	98	Mar 31, 26	+98	0.00%
SouthState Corp	80	Mar 31, 26	--	0.00%
HANTZ FINANCIAL SERVICES, INC.	77	Mar 31, 26	+77	0.00%
Advisory Services Network, LLC	66	Mar 31, 26	+66	0.00%
Mowery & Schoenfeld Wealth Management, LLC	65	Mar 31, 26	+65	0.00%
ALBION FINANCIAL GROUP /UT	64	Mar 31, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	61	Mar 31, 26	+61	0.00%
CHESAPEAKE ASSET MANAGEMENT LLC	61	Mar 31, 26	--	0.00%
Riverview Trust Co	44	Mar 31, 26	+44	0.00%
Fortis Group Advisors, LLC	44	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	31	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	29	Mar 31, 26	+29	0.00%
Glen Eagle Advisors, LLC	27	Mar 31, 26	--	0.00%
Activest Wealth Management	26	Mar 31, 26	--	0.00%
Rialto Wealth Management, LLC	13	Mar 31, 26	+13	0.00%
Eukles Asset Management	13	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	12	Mar 31, 26	-12	0.00%
EverSource Wealth Advisors, LLC	6	Mar 31, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	1	Mar 31, 26	+1	0.00%
United Community Bank	--	Mar 31, 26	-172	--
SAPIENT CAPITAL LLC	--	Mar 31, 26	-4.97K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-4	--
Fisher Asset Management, LLC	--	Mar 31, 26	-2.91K	--
BESSEMER GROUP INC	--	Mar 31, 26	-116	--
Plante Moran Financial Advisors, LLC	--	Mar 31, 26	-118	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-16.33K	--
Geneos Wealth Management Inc.	--	Mar 31, 26	-152	--
HALLMARK CAPITAL MANAGEMENT INC	--	Mar 31, 26	-134	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-25	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-4.45K	--
Y.D. More Investments Ltd	--	Mar 31, 26	-1.00K	--
Bogart Wealth, LLC	--	Mar 31, 26	-36	--
Keel Point, LLC	--	Mar 31, 26	-29.15K	--
Ronald Blue Trust, Inc.	--	Mar 31, 26	-12	--
Aptus Capital Advisors, LLC	--	Mar 31, 26	-431	--
Eaton Financial Holdings Company, LLC	--	Mar 31, 26	-3.31K	--
Arvest Bank Trust Division	--	Mar 31, 26	-232.68K	--
Quadrature Capital Ltd	--	Mar 31, 26	-7.05K	--
GenTrust, LLC	--	Mar 31, 26	-19.02K	--
Canvas Wealth Advisors, LLC	--	Mar 31, 26	-2.73K	--
Marquette Asset Management, LLC	--	Mar 31, 26	-497	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-72.87K	--
PROVIDA PENSION FUND ADMINISTRATOR	159.63K	Dec 31, 25	-980.09K	0.27%
COMERICA BANK	15.39K	Dec 31, 25	-4.96K	0.03%
VANGUARD GROUP INC	5.01K	Dec 31, 25	+363	0.01%
CIBC Private Wealth Group, LLC	1.21K	Dec 31, 25	+610	0.00%
Global Retirement Partners, LLC	199	Dec 31, 25	--	0.00%
Glenmede Investment Management, LP	--	Sep 30, 25	-1.46K	--
First Horizon Advisors, Inc.	71	Jun 30, 25	+1	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-9.19K	--
Orion Portfolio Solutions, LLC	4.95K	Mar 31, 25	+80	0.01%
LAKE STREET ADVISORS GROUP, LLC	40.21K	Dec 31, 24	-9.32K	0.07%
PRIVATE CAPITAL MANAGEMENT LLC	80	Dec 31, 24	--	0.00%
RAYMOND JAMES TRUST N.A.	6.58K	Sep 30, 24	+1.05K	0.01%
Raymond James Financial Services Advisors, Inc.	3.35K	Sep 30, 24	+3.35K	0.01%
Family Asset Management, LLC	451	Sep 30, 24	--	0.00%
M&R CAPITAL MANAGEMENT INC	33	Sep 30, 24	--	0.00%
ARVEST TRUST CO N A	323.70K	Jun 30, 24	-7.02K	0.56%
Windham Capital Management, LLC	19.02K	Jun 30, 24	--	0.03%
Relative Value Partners Group, LLC	11.37K	Jun 30, 24	+11.37K	0.02%
Private Ocean, LLC	14	Jun 30, 24	-121	0.00%
Cetera Advisors LLC	3.70K	Mar 31, 24	-5.80K	0.01%
Cetera Advisor Networks LLC	3.50K	Mar 31, 24	-30.64K	0.01%
TIEDEMANN ADVISORS, LLC	9.58K	Sep 30, 23	+5.81K	0.02%
Icon Wealth Partners, LLC	6.53K	Sep 30, 23	-3.98K	0.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	--	Sep 30, 23	-9.43K	--
Integrity Advisory, LLC	26.35K	Dec 31, 22	+8.27K	0.05%
55I, LLC	32.72K	Sep 30, 22	+2.62K	0.06%
MARINER INDEPENDENT ADVISOR NETWORK, LLC	14.54K	Sep 30, 22	-460	0.02%
Portfolio Solutions, LLC	11.25K	Sep 30, 22	--	0.02%
WIPFLI FINANCIAL ADVISORS LLC,	2.08K	Sep 30, 22	+2.08K	0.00%
American Portfolios Advisors	129	Sep 30, 22	-66	0.00%
Barrett Asset Management, LLC	7.35K	Mar 31, 22	+2.39K	0.01%
IndexIQ Advisors LLC	2.70K	Mar 31, 22	+2.70K	0.00%
Lenox Wealth Advisors, LLC	111	Mar 31, 22	+111	0.00%
QUEST CAPITAL MANAGEMENT INC /ADV	3.82K	Dec 31, 21	+3.82K	0.01%
Homrich & Berg	23.35K	Sep 30, 21	+18.15K	0.04%

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Holder

Date

Change

% Held

Global Wealth Strategies & Associates

Jun 30, 26

-2

JPMORGAN CHASE & CO

92.97M

Mar 31, 26

+977.07K

159.49%

JANE STREET GROUP, LLC

830.02K

Mar 31, 26

-335.33K

1.42%

Elm Partners Management LLC

632.27K

Mar 31, 26

+76.20K

1.08%

Legacy CG, LLC

431.20K

Mar 31, 26

+10.07K

0.74%

GREENWOOD CAPITAL ASSOCIATES LLC

382.87K

Mar 31, 26

+4.22K

0.66%

MORGAN STANLEY

374.32K

Mar 31, 26

+4.83K

0.64%

BANK OF AMERICA CORP /DE/

354.11K

Mar 31, 26

-159.66K

0.61%

Horizon Investments, LLC

338.17K

Mar 31, 26

+4.92K

0.58%

UBS Group AG

329.39K

Mar 31, 26

+99.65K

0.57%

LPL Financial LLC

247.33K

Mar 31, 26

-1.14K

0.42%

Permanens Capital L.P.

206.58K

Mar 31, 26

-353.70K

0.35%

FLOW TRADERS U.S. LLC

159.05K

Mar 31, 26

+159.05K

0.27%

Robertson Stephens Wealth Management, LLC

131.15K

Mar 31, 26

-1.20K

0.22%

1 NORTH WEALTH SERVICES LLC

117.73K

Mar 31, 26

+1.36K

0.20%

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

96.92K

Mar 31, 26

-31.05K

0.17%

ENVESTNET ASSET MANAGEMENT INC

76.48K

Mar 31, 26

+9.61K

0.13%

NORTHERN TRUST CORP

75.55K

Mar 31, 26

-2.61K

0.13%

Curbstone Financial Management Corp

63.98K

Mar 31, 26

+1.15K

0.11%

Dorsey & Whitney Trust CO LLC

57.54K

Mar 31, 26

0.10%

Secure Asset Management, LLC

53.63K

Mar 31, 26

+3.26K

0.09%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

52.42K

Mar 31, 26

+1.43K

0.09%

Beacon Pointe Advisors, LLC

51.29K

Mar 31, 26

+29.51K

0.09%

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.

44.56K

Mar 31, 26

+398

0.08%

MML INVESTORS SERVICES, LLC

44.20K

Mar 31, 26

+433

0.08%

CI Private Wealth, LLC

43.35K

Mar 31, 26

+38.27K

0.07%

Quantinno Capital Management LP

41.65K

Mar 31, 26

+118

0.07%

Cetera Investment Advisers

39.54K

Mar 31, 26

+171

0.07%

UBS ASSET MANAGEMENT AMERICAS INC

33.81K

Mar 31, 26

+27.17K

0.06%

OLD NATIONAL BANCORP /IN/

32.51K

Mar 31, 26

-50

0.06%

BRANDYWINE OAK PRIVATE WEALTH LLC

32.02K

Mar 31, 26

-2.50K

0.05%

Rockefeller Capital Management L.P.

31.59K

Mar 31, 26

-9.59K

0.05%

Cambridge Investment Research Advisors, Inc.

31.00K

Mar 31, 26

+4.75K

0.05%

ATLAS CAPITAL ADVISORS LLC

30.39K

Mar 31, 26

-2.44K

0.05%

Colony Group, LLC

27.56K

Mar 31, 26

0.05%

ROYAL BANK OF CANADA

26.92K

Mar 31, 26

+18.45K

0.05%

Vestmark Advisory Solutions, Inc.

25.82K

Mar 31, 26

+1.47K

0.04%

FOUNDERS FINANCIAL SECURITIES LLC

25.76K

Mar 31, 26

+742

0.04%

Cresset Asset Management, LLC

23.88K

Mar 31, 26

+23.88K

0.04%

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

23.79K

Mar 31, 26

+43

0.04%

PGIM Custom Harvest LLC

22.47K

Mar 31, 26

-2.31K

0.04%

Perigon Wealth Management, LLC

22.38K

Mar 31, 26

-656

0.04%

BLAIR WILLIAM & CO/IL

21.98K

Mar 31, 26

+381

0.04%

KELLY FINANCIAL GROUP LLC

21.25K

Mar 31, 26

-3.77K

0.04%

FMR LLC

21.00K

Mar 31, 26

+4.84K

0.04%

MN Wealth Advisors, LLC

19.10K

Mar 31, 26

-951

0.03%

US BANCORP \DE\

18.66K

Mar 31, 26

+3.22K

0.03%

Breakwater Investment Management

17.72K

Mar 31, 26

-4.30K

0.03%

ADVISOR GROUP HOLDINGS, INC.

17.69K

Mar 31, 26

-35.13K

0.03%

Pathstone Holdings, LLC

17.17K

Mar 31, 26

+17

0.03%

FIFTH THIRD BANCORP

16.81K

Mar 31, 26

+16.81K

0.03%

NewEdge Advisors, LLC

15.87K

Mar 31, 26

+271

0.03%

RAYMOND JAMES FINANCIAL INC

13.51K

Mar 31, 26

+6.70K

0.02%

CHOREO, LLC

13.27K

Mar 31, 26

0.02%

Creative Planning

12.99K

Mar 31, 26

+5.16K

0.02%

CERTUITY, LLC

12.91K

Mar 31, 26

+6.51K

0.02%

Wealthcare Advisory Partners LLC

12.67K

Mar 31, 26

+1.83K

0.02%

Mariner, LLC

12.42K

Mar 31, 26

-1.22K

0.02%

Prime Capital Investment Advisors, LLC

11.54K

Mar 31, 26

-18

0.02%

BlackRock, Inc.

11.20K

Mar 31, 26

+9.04K

0.02%

WELLS FARGO & COMPANY/MN

10.88K

Mar 31, 26

-496

0.02%

Steward Partners Investment Advisory, LLC

10.79K

Mar 31, 26

+18

0.02%

Yoffe Investment Management, LLC

10.64K

Mar 31, 26

0.02%

Cerity Partners LLC

10.46K

Mar 31, 26

-1.25K

0.02%

HRT FINANCIAL LP

9.74K

Mar 31, 26

+9.74K

0.02%

Clark Capital Management Group, Inc.

9.23K

Mar 31, 26

+9.23K

0.02%

SENTINEL TRUST CO LBA

9.02K

Mar 31, 26

0.02%

Y-Intercept (Hong Kong) Ltd

8.69K

Mar 31, 26

0.01%

Caprock Group, LLC

8.35K

Mar 31, 26

0.01%

LAKE STREET FINANCIAL LLC

7.98K

Mar 31, 26

0.01%

STEPHENS INC /AR/

7.30K

Mar 31, 26

+4.24K

0.01%

Crewe Advisors LLC

7.25K

Mar 31, 26

0.01%

EVERGREEN CAPITAL MANAGEMENT LLC

7.02K

Mar 31, 26

0.01%

Mechanics Bank Trust Department

6.97K

Mar 31, 26

0.01%

Kestra Advisory Services, LLC

6.93K

Mar 31, 26

+491

0.01%

Inscription Capital, LLC

6.82K

Mar 31, 26

0.01%

CAPTRUST FINANCIAL ADVISORS

6.51K

Mar 31, 26

0.01%

AMERIPRISE FINANCIAL INC

6.35K

Mar 31, 26

-398

0.01%

Icon Wealth Advisors, LLC

6.31K

Mar 31, 26

0.01%

BANK OF NOVA SCOTIA

5.99K

Mar 31, 26

-5.62K

0.01%

KESTRA PRIVATE WEALTH SERVICES, LLC

5.94K

Mar 31, 26

-135

0.01%

BROWN ADVISORY INC

5.68K

Mar 31, 26

-17

0.01%

HighTower Advisors, LLC

5.65K

Mar 31, 26

-22

0.01%

Brinker Capital Investments, LLC

5.40K

Mar 31, 26

-187

0.01%

GTS SECURITIES LLC

5.38K

Mar 31, 26

+5.38K

0.01%

Gateway Wealth Partners, LLC

5.24K

Mar 31, 26

+5.24K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

4.86K

Mar 31, 26

-2.23K

0.01%

Tranquilli Financial Advisor LLC

4.72K

Mar 31, 26

-77

0.01%

Vanguard National Trust Co

4.63K

Mar 31, 26

+4.63K

0.01%

Arkadios Wealth Advisors

4.58K

Mar 31, 26

+185

0.01%

Harel Insurance Investments & Financial Services Ltd.

4.50K

Mar 31, 26

0.01%

Envestnet Portfolio Solutions, Inc.

4.47K

Mar 31, 26

-6.96K

0.01%

TRUST CO OF TOLEDO NA /OH/

4.36K

Mar 31, 26

+4.36K

0.01%

FSM Wealth Advisors, LLC

4.27K

Mar 31, 26

0.01%

Diversified Trust Co

4.25K

Mar 31, 26

0.01%

Evernest Financial Advisors, LLC

4.23K

Mar 31, 26

0.01%

Morton Capital Management LLC/CA

4.16K

Mar 31, 26

-128

0.01%

DIMENSION CAPITAL MANAGEMENT LLC

4.04K

Mar 31, 26

0.01%

PARK AVENUE SECURITIES LLC

3.89K

Mar 31, 26

+363

0.01%

Cartesian Growth Corp

3.81K

Mar 31, 26

0.01%

Wealthspire Advisors, LLC

3.81K

Mar 31, 26

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.80K

Mar 31, 26

+90

0.01%

Hardin Capital Partners, LLC

3.67K

Mar 31, 26

-23

0.01%

Indie Asset Partners, LLC

3.65K

Mar 31, 26

0.01%

EP Wealth Advisors, LLC

3.64K

Mar 31, 26

+3.64K

0.01%

Ballentine Partners, LLC

3.60K

Mar 31, 26

0.01%

Ironwood Investment Counsel, LLC

3.52K

Mar 31, 26

+212

0.01%

Waverly Advisors, LLC

3.52K

Mar 31, 26

+2.85K

0.01%

ANGELES WEALTH MANAGEMENT, LLC

3.31K

Mar 31, 26

0.01%

Integrated Wealth Concepts LLC

3.27K

Mar 31, 26

+3.27K

0.01%

Gotham Asset Management, LLC

3.26K

Mar 31, 26

+3.26K

0.01%

SEVEN MILE ADVISORY

3.22K

Mar 31, 26

+3.22K

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

3.07K

Mar 31, 26

-264

0.01%

IHT Wealth Management, LLC

3.03K

Mar 31, 26

+3.03K

0.01%

TRUIST FINANCIAL CORP

2.97K

Mar 31, 26

+14

0.01%

WEDBUSH SECURITIES INC

2.95K

Mar 31, 26

+25

0.01%

IEQ CAPITAL, LLC

2.94K

Mar 31, 26

-3.64K

0.01%

Krilogy Financial LLC

2.93K

Mar 31, 26

0.01%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

2.85K

Mar 31, 26

+2.85K

0.00%

Private Advisor Group, LLC

2.83K

Mar 31, 26

+62

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

2.82K

Mar 31, 26

-906

0.00%

London & Capital Asset Management Ltd

2.76K

Mar 31, 26

0.00%

ALLIANCEBERNSTEIN L.P.

2.76K

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

1.72K

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

1.59K

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.59K

Mar 31, 26

-24

0.00%

Team Financial Group, LLC

1.21K

Mar 31, 26

0.00%

PRIVATE TRUST CO NA

1.16K

Mar 31, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.14K

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.02K

Mar 31, 26

+182

0.00%

Spire Wealth Management

916

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

875

Mar 31, 26

+402

0.00%

BANK OF MONTREAL /CAN/

646

Mar 31, 26

+245

0.00%

Delos Wealth Advisors, LLC

631

Mar 31, 26

-209

0.00%

VANGUARD ADVISERS INC

622

Mar 31, 26

+622

0.00%

CULLEN/FROST BANKERS, INC.

545

Mar 31, 26

+151

0.00%

JONES FINANCIAL COMPANIES LLLP

537

Mar 31, 26

+537

0.00%

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

492

Mar 31, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

476

Mar 31, 26

+476

0.00%

Western Wealth Management, LLC

452

Mar 31, 26

+452

0.00%

WHITTIER TRUST CO

430

Mar 31, 26

0.00%

GAMMA Investing LLC

358

Mar 31, 26

+358

0.00%

Allspring Global Investments Holdings, LLC

358

Mar 31, 26

+358

0.00%

Atlantic Union Bankshares Corp

301

Mar 31, 26

0.00%

Farther Finance Advisors, LLC

260

Mar 31, 26

-422

0.00%

HARBOUR INVESTMENTS, INC.

260

Mar 31, 26

+34

0.00%

MATHER GROUP, LLC.

260

Mar 31, 26

+260

0.00%

Ancora Advisors, LLC

250

Mar 31, 26

0.00%

Arlington Trust Co LLC

228

Mar 31, 26

+228

0.00%

FRANKLIN RESOURCES INC

212

Mar 31, 26

+212

0.00%

SIGNATUREFD, LLC

212

Mar 31, 26

-173

0.00%

ASSETMARK, INC

186

Mar 31, 26

+21

0.00%

Allworth Financial LP

174

Mar 31, 26

+134

0.00%

CWM, LLC

163

Mar 31, 26

+74

0.00%

Clearstead Advisors, LLC

161

Mar 31, 26

+161

0.00%

NBC SECURITIES, INC.

160

Mar 31, 26

+160

0.00%

Archer Investment Corp

154

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

151

Mar 31, 26

+23

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

150

Mar 31, 26

+150

0.00%

MAI Capital Management

150

Mar 31, 26

+64

0.00%

Newbridge Financial Services Group, Inc.

147

Mar 31, 26

+30

0.00%

AE Wealth Management LLC

146

Mar 31, 26

-70

0.00%

Kingdom Financial Group LLC.

141

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

141

Mar 31, 26

+141

0.00%

IFP Advisors, Inc

134

Mar 31, 26

+21

0.00%

TD Waterhouse Canada Inc.

105

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

100

Mar 31, 26

0.00%

Sound Income Strategies, LLC

Mar 31, 26

+99

0.00%

Smartleaf Asset Management LLC

Mar 31, 26

+98

0.00%

SouthState Corp

Mar 31, 26

0.00%

HANTZ FINANCIAL SERVICES, INC.

Mar 31, 26

+77

0.00%

Advisory Services Network, LLC

Mar 31, 26

+66

0.00%

Mowery & Schoenfeld Wealth Management, LLC

Mar 31, 26

+65

0.00%

ALBION FINANCIAL GROUP /UT

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

Mar 31, 26

+61

0.00%

CHESAPEAKE ASSET MANAGEMENT LLC

Mar 31, 26

0.00%

Riverview Trust Co

Mar 31, 26

+44

0.00%

Fortis Group Advisors, LLC

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

+29

0.00%

Glen Eagle Advisors, LLC

Mar 31, 26

0.00%

Activest Wealth Management

Mar 31, 26

0.00%

Rialto Wealth Management, LLC

Mar 31, 26

+13

0.00%

Eukles Asset Management

Mar 31, 26

0.00%

CoreCap Advisors, LLC

Mar 31, 26

-12

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

Mar 31, 26

0.00%

United Community Bank

Mar 31, 26

-172

SAPIENT CAPITAL LLC

Mar 31, 26

-4.97K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-4

Fisher Asset Management, LLC

Mar 31, 26

-2.91K

BESSEMER GROUP INC

Mar 31, 26

-116

Plante Moran Financial Advisors, LLC

Mar 31, 26

-118

GOLDMAN SACHS GROUP INC

Mar 31, 26

-16.33K

Geneos Wealth Management Inc.

Mar 31, 26

-152

HALLMARK CAPITAL MANAGEMENT INC

Mar 31, 26

-134

HUNTINGTON NATIONAL BANK

Mar 31, 26

-25

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-4.45K

Y.D. More Investments Ltd

Mar 31, 26

-1.00K

Bogart Wealth, LLC

Mar 31, 26

-36

Keel Point, LLC

Mar 31, 26

-29.15K

Ronald Blue Trust, Inc.

Mar 31, 26

-12

Aptus Capital Advisors, LLC

Mar 31, 26

-431

Eaton Financial Holdings Company, LLC

Mar 31, 26

-3.31K

Arvest Bank Trust Division

Mar 31, 26

-232.68K

Quadrature Capital Ltd

Mar 31, 26

-7.05K

GenTrust, LLC

Mar 31, 26

-19.02K

Canvas Wealth Advisors, LLC

Mar 31, 26

-2.73K

Marquette Asset Management, LLC

Mar 31, 26

-497

CITADEL ADVISORS LLC

Mar 31, 26

-72.87K

PROVIDA PENSION FUND ADMINISTRATOR

159.63K

Dec 31, 25

-980.09K

0.27%

COMERICA BANK

15.39K

Dec 31, 25

-4.96K

0.03%

VANGUARD GROUP INC

5.01K

Dec 31, 25

+363

0.01%

CIBC Private Wealth Group, LLC

1.21K

Dec 31, 25

+610

0.00%

Global Retirement Partners, LLC

199

Dec 31, 25

0.00%

Glenmede Investment Management, LP

Sep 30, 25

-1.46K

First Horizon Advisors, Inc.

Jun 30, 25

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-9.19K

Orion Portfolio Solutions, LLC

4.95K

Mar 31, 25

+80

0.01%

LAKE STREET ADVISORS GROUP, LLC

40.21K

Dec 31, 24

-9.32K

0.07%

PRIVATE CAPITAL MANAGEMENT LLC

Dec 31, 24

0.00%

RAYMOND JAMES TRUST N.A.

6.58K

Sep 30, 24

+1.05K

0.01%

Raymond James Financial Services Advisors, Inc.

3.35K

Sep 30, 24

+3.35K

0.01%

Family Asset Management, LLC

451

Sep 30, 24

0.00%

M&R CAPITAL MANAGEMENT INC

Sep 30, 24

0.00%

ARVEST TRUST CO N A

323.70K

Jun 30, 24

-7.02K

0.56%

Windham Capital Management, LLC

19.02K

Jun 30, 24

0.03%

Relative Value Partners Group, LLC

11.37K

Jun 30, 24

+11.37K

0.02%

Private Ocean, LLC

Jun 30, 24

-121

0.00%

Cetera Advisors LLC

3.70K

Mar 31, 24

-5.80K

0.01%

Cetera Advisor Networks LLC

3.50K

Mar 31, 24

-30.64K

0.01%

TIEDEMANN ADVISORS, LLC

9.58K

Sep 30, 23

+5.81K

0.02%

Icon Wealth Partners, LLC

6.53K

Sep 30, 23

-3.98K

0.01%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Sep 30, 23

-9.43K

Integrity Advisory, LLC

26.35K

Dec 31, 22

+8.27K

0.05%

55I, LLC

32.72K

Sep 30, 22

+2.62K

0.06%

MARINER INDEPENDENT ADVISOR NETWORK, LLC

14.54K

Sep 30, 22

-460

0.02%

Portfolio Solutions, LLC

11.25K

Sep 30, 22

0.02%

WIPFLI FINANCIAL ADVISORS LLC,

2.08K

Sep 30, 22

+2.08K

0.00%

American Portfolios Advisors

129

Sep 30, 22

-66

0.00%

Barrett Asset Management, LLC

7.35K

Mar 31, 22

+2.39K

0.01%

IndexIQ Advisors LLC

2.70K

Mar 31, 22

+2.70K

0.00%

Lenox Wealth Advisors, LLC

111

Mar 31, 22

+111

0.00%

QUEST CAPITAL MANAGEMENT INC /ADV

3.82K

Dec 31, 21

+3.82K

0.01%

Homrich & Berg

23.35K

Sep 30, 21

+18.15K

0.04%