JPMorgan BetaBuilders International Equity ETF(BBIN)

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JPMorgan BetaBuilders International Equity ETF(BBIN)

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$78.53—

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BBIN(BBIN)

BBIN

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

Institutional Ownership

Top 153 Institutional Holders

Holder	Shares	Date	Change	% Held
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-9.48K	--
JPMORGAN CHASE & CO	55.66M	Mar 31, 26	-571.55K	67.91%
MORGAN STANLEY	2.63M	Mar 31, 26	-946.03K	3.21%
Integrated Wealth Concepts LLC	2.32M	Mar 31, 26	+300.50K	2.83%
JANE STREET GROUP, LLC	788.30K	Mar 31, 26	+788.30K	0.96%
BANK OF AMERICA CORP /DE/	651.23K	Mar 31, 26	-221.67K	0.79%
Aptus Capital Advisors, LLC	617.05K	Mar 31, 26	+22.69K	0.75%
ASSETMARK, INC	438.55K	Mar 31, 26	-19.30K	0.54%
Cetera Investment Advisers	383.82K	Mar 31, 26	+8.42K	0.47%
ADVISOR GROUP HOLDINGS, INC.	359.80K	Mar 31, 26	-131.83K	0.44%
Perigon Wealth Management, LLC	340.40K	Mar 31, 26	-124.87K	0.42%
LPL Financial LLC	276.75K	Mar 31, 26	-9.96K	0.34%
Pallas Capital Advisors LLC	260.15K	Mar 31, 26	-229.20K	0.32%
Advisory Services Network, LLC	228.51K	Mar 31, 26	-1.12K	0.28%
Gateway Wealth Partners, LLC	225.95K	Mar 31, 26	+131.24K	0.28%
WNY Asset Management, LLC	207.26K	Mar 31, 26	+207.26K	0.25%
Neuberger Berman Group LLC	204.75K	Mar 31, 26	+204.75K	0.25%
ROTHSCHILD INVESTMENT LLC	194.08K	Mar 31, 26	+5.26K	0.24%
Clearstead Advisors, LLC	186.37K	Mar 31, 26	+186.37K	0.23%
Colony Group, LLC	158.61K	Mar 31, 26	-6.18K	0.19%
RAYMOND JAMES FINANCIAL INC	158.23K	Mar 31, 26	+96.20K	0.19%
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC	151.54K	Mar 31, 26	+835	0.18%
Graney & King, LLC	148.33K	Mar 31, 26	+13.55K	0.18%
Jacobi Capital Management LLC	110.20K	Mar 31, 26	+12.99K	0.13%
HSBC HOLDINGS PLC	109.37K	Mar 31, 26	+20.85K	0.13%
ENVESTNET ASSET MANAGEMENT INC	105.90K	Mar 31, 26	+10.23K	0.13%
DAYMARK WEALTH PARTNERS, LLC	81.29K	Mar 31, 26	+7.96K	0.10%
MML INVESTORS SERVICES, LLC	71.88K	Mar 31, 26	-8.69K	0.09%
MN Wealth Advisors, LLC	68.47K	Mar 31, 26	-7.82K	0.08%
KELLY FINANCIAL GROUP LLC	65.38K	Mar 31, 26	-476.16K	0.08%
5T Wealth, LLC	60.35K	Mar 31, 26	+620	0.07%
NewEdge Wealth, LLC	55.47K	Mar 31, 26	+55.47K	0.07%
ROYAL BANK OF CANADA	48.89K	Mar 31, 26	-745	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	46.31K	Mar 31, 26	+15.31K	0.06%
Horizon Family Wealth, Inc.	44.90K	Mar 31, 26	+261	0.05%
Private Advisor Group, LLC	43.51K	Mar 31, 26	+592	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	38.16K	Mar 31, 26	+10.16K	0.05%
Geneos Wealth Management Inc.	28.36K	Mar 31, 26	+1.73K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	24.76K	Mar 31, 26	+24.76K	0.03%
Sanctuary Advisors, LLC	22.06K	Mar 31, 26	-22.95K	0.03%
Independent Wealth Network Inc.	20.06K	Mar 31, 26	+20.06K	0.02%
Cambridge Investment Research Advisors, Inc.	19.79K	Mar 31, 26	+4.92K	0.02%
Emerald Advisors, LLC	19.21K	Mar 31, 26	-7	0.02%
Strategic Financial Concepts, LLC	17.58K	Mar 31, 26	+1.91K	0.02%
3Chopt Investment Partners, LLC	17.19K	Mar 31, 26	-8	0.02%
PRINCIPAL SECURITIES, INC.	17.00K	Mar 31, 26	+5.40K	0.02%
Ascent Group, LLC	16.26K	Mar 31, 26	-50.71K	0.02%
Robertson Stephens Wealth Management, LLC	15.01K	Mar 31, 26	--	0.02%
Insight Advisors, LLC/ PA	14.50K	Mar 31, 26	+27	0.02%
Creative Planning	11.72K	Mar 31, 26	+171	0.01%
TRUIST FINANCIAL CORP	10.02K	Mar 31, 26	-140	0.01%
Cobblestone Asset Management LLC	9.96K	Mar 31, 26	+3.25K	0.01%
Bank of New York Mellon Corp	8.69K	Mar 31, 26	-23.29K	0.01%
WealthPlan Investment Management, LLC	8.46K	Mar 31, 26	+2.86K	0.01%
Golden State Equity Partners	8.40K	Mar 31, 26	+8.40K	0.01%
FLAGSHIP HARBOR ADVISORS, LLC	7.85K	Mar 31, 26	-1.40K	0.01%
GSB Wealth Management, LLC	7.80K	Mar 31, 26	--	0.01%
Summit Financial, LLC	7.53K	Mar 31, 26	+7.53K	0.01%
GREAT VALLEY ADVISOR GROUP, INC.	6.77K	Mar 31, 26	+1.40K	0.01%
TBH Global Asset Management, LLC	6.55K	Mar 31, 26	+6.55K	0.01%
Miracle Mile Advisors, LLC	6.54K	Mar 31, 26	-423	0.01%
RICHARDSON FINANCIAL SERVICES INC.	6.22K	Mar 31, 26	-422	0.01%
Ignite Planners, LLC	5.94K	Mar 31, 26	-10.58K	0.01%
Qube Research & Technologies Ltd	5.32K	Mar 31, 26	-5.49K	0.01%
IFP Advisors, Inc	4.95K	Mar 31, 26	-371	0.01%
Farther Finance Advisors, LLC	4.86K	Mar 31, 26	-202	0.01%
AMERIPRISE FINANCIAL INC	4.85K	Mar 31, 26	-52	0.01%
MB Generational Wealth, LLC	4.45K	Mar 31, 26	--	0.01%
PARK AVENUE SECURITIES LLC	4.26K	Mar 31, 26	--	0.01%
Equitable Holdings, Inc.	4.12K	Mar 31, 26	-18	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.12K	Mar 31, 26	-1.12K	0.01%
NewEdge Advisors, LLC	4.01K	Mar 31, 26	+15	0.00%
MGO ONE SEVEN LLC	3.91K	Mar 31, 26	-2.41K	0.00%
Kestra Advisory Services, LLC	3.86K	Mar 31, 26	+3.57K	0.00%
Bright Futures Wealth Management, LLC.	3.85K	Mar 31, 26	+3.85K	0.00%
Wealth Alliance	3.85K	Mar 31, 26	+3.85K	0.00%
WHITTIER TRUST CO OF NEVADA INC	3.69K	Mar 31, 26	--	0.00%
TWO SIGMA SECURITIES, LLC	3.50K	Mar 31, 26	-17	0.00%
WBH ADVISORY INC	3.43K	Mar 31, 26	+3.43K	0.00%
VANGUARD ADVISERS INC	3.21K	Mar 31, 26	+3.21K	0.00%
FMR LLC	3.16K	Mar 31, 26	+411	0.00%
Capital Investment Advisory Services, LLC	3.15K	Mar 31, 26	-104	0.00%
Janney Montgomery Scott LLC	3.12K	Mar 31, 26	-1.51K	0.00%
IHT Wealth Management, LLC	3.02K	Mar 31, 26	+3.02K	0.00%
Rockefeller Capital Management L.P.	2.89K	Mar 31, 26	-2.09K	0.00%
INDEPENDENT FINANCIAL GROUP, LLC	2.83K	Mar 31, 26	+2.83K	0.00%
FIRST TRUST ADVISORS LP	2.76K	Mar 31, 26	+2.76K	0.00%
CWM, LLC	2.52K	Mar 31, 26	-154.44K	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	1.73K	Mar 31, 26	-788	0.00%
Key FInancial Inc	1.29K	Mar 31, 26	+155	0.00%
Western Wealth Management, LLC	1.28K	Mar 31, 26	+1.28K	0.00%
AlphaCore Capital LLC	1.12K	Mar 31, 26	--	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.09K	Mar 31, 26	--	0.00%
US BANCORP \DE\	1.05K	Mar 31, 26	+277	0.00%
WHITTIER TRUST CO	983	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	924	Mar 31, 26	--	0.00%
FIFTH THIRD BANCORP	877	Mar 31, 26	+877	0.00%
BlackRock, Inc.	819	Mar 31, 26	+819	0.00%
SRS Capital Advisors, Inc.	700	Mar 31, 26	-130	0.00%
AdvisorNet Financial, Inc	657	Mar 31, 26	--	0.00%
Steward Partners Investment Advisory, LLC	457	Mar 31, 26	+60	0.00%
UBS Group AG	449	Mar 31, 26	+449	0.00%
Synergy Investment Management, LLC	433	Mar 31, 26	+433	0.00%
Allworth Financial LP	384	Mar 31, 26	--	0.00%
WealthShield Partners, LLC	383	Mar 31, 26	--	0.00%
Rossby Financial, LCC	183	Mar 31, 26	--	0.00%
Smartleaf Asset Management LLC	152	Mar 31, 26	--	0.00%
LGT Financial Advisors LLC	139	Mar 31, 26	-3	0.00%
Spire Wealth Management	102	Mar 31, 26	-268	0.00%
TWIN PEAKS WEALTH ADVISORS, LLC	90	Mar 31, 26	-15.61K	0.00%
GGM Financials LLC	85	Mar 31, 26	-532	0.00%
Sound Income Strategies, LLC	78	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	53	Mar 31, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	53	Mar 31, 26	+53	0.00%
Bank of Jackson Hole Trust	19	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	18	Mar 31, 26	+18	0.00%
WELLS FARGO & COMPANY/MN	18	Mar 31, 26	-335	0.00%
Quent Capital, LLC	16	Mar 31, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	9	Mar 31, 26	-1	0.00%
HARBOUR INVESTMENTS, INC.	1	Mar 31, 26	--	0.00%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	--	Mar 31, 26	-4.29K	--
Plan Group Financial, LLC	--	Mar 31, 26	-7.20K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-6.23K	--
HRT FINANCIAL LP	--	Mar 31, 26	-3.15K	--
CARY STREET PARTNERS FINANCIAL LLC	--	Mar 31, 26	-619	--
TFB Advisors LLC	--	Mar 31, 26	-8.38K	--
Capital Investment Counsel, Inc	--	Mar 31, 26	-58	--
HOEY INVESTMENTS, INC	--	Mar 31, 26	-244	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-23	--
Clarius Group, LLC	93.18K	Dec 31, 25	+1.71K	0.11%
ORG Partners LLC	30.25K	Dec 31, 25	+4.91K	0.04%
VANGUARD GROUP INC	3.25K	Dec 31, 25	+371	0.00%
COMERICA BANK	1.66K	Dec 31, 25	-1	0.00%
Global Retirement Partners, LLC	493	Dec 31, 25	-10	0.00%
SageView Advisory Group, LLC	111	Dec 31, 25	+111	0.00%
BRASS TAX WEALTH MANAGEMENT, INC	17.27K	Sep 30, 25	-1.60K	0.02%
FSA Wealth Management LLC	118	Sep 30, 25	--	0.00%
Blue Oak Capital, LLC	30.10K	Jun 30, 25	-9.52K	0.04%
Merriman Wealth Management, LLC	44.48K	Dec 31, 24	+5.54K	0.05%
WR Wealth Planners, LLC	10	Dec 31, 24	--	0.00%
Raymond James Financial Services Advisors, Inc.	113.13K	Sep 30, 24	-148.98K	0.14%
RAYMOND JAMES & ASSOCIATES	5.05K	Sep 30, 24	+5.05K	0.01%
Family Asset Management, LLC	682	Sep 30, 24	-225	0.00%
Relative Value Partners Group, LLC	19.86K	Jun 30, 24	+19.86K	0.02%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-536	--
Connectus Wealth, LLC	163.63K	Mar 31, 24	+17.45K	0.20%
Cetera Advisor Networks LLC	44.80K	Mar 31, 24	-1.75K	0.05%
Cetera Advisors LLC	4.92K	Mar 31, 24	-1.63K	0.01%
ROTHSCHILD INVESTMENT CORP /IL	29.42K	Sep 30, 23	+2.64K	0.04%
BMS Financial Advisors, LLC	5.18K	Jun 30, 23	+5.18K	0.01%
Integrity Advisory, LLC	197.82K	Dec 31, 22	-32.24K	0.24%
55I, LLC	378.33K	Sep 30, 22	+59.60K	0.46%
ETRADE Capital Management LLC	34.66K	Sep 30, 20	+15.67K	0.04%

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Holder

Date

Change

% Held

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

Jun 30, 26

-9.48K

JPMORGAN CHASE & CO

55.66M

Mar 31, 26

-571.55K

67.91%

MORGAN STANLEY

2.63M

Mar 31, 26

-946.03K

3.21%

Integrated Wealth Concepts LLC

2.32M

Mar 31, 26

+300.50K

2.83%

JANE STREET GROUP, LLC

788.30K

Mar 31, 26

+788.30K

0.96%

BANK OF AMERICA CORP /DE/

651.23K

Mar 31, 26

-221.67K

0.79%

Aptus Capital Advisors, LLC

617.05K

Mar 31, 26

+22.69K

0.75%

ASSETMARK, INC

438.55K

Mar 31, 26

-19.30K

0.54%

Cetera Investment Advisers

383.82K

Mar 31, 26

+8.42K

0.47%

ADVISOR GROUP HOLDINGS, INC.

359.80K

Mar 31, 26

-131.83K

0.44%

Perigon Wealth Management, LLC

340.40K

Mar 31, 26

-124.87K

0.42%

LPL Financial LLC

276.75K

Mar 31, 26

-9.96K

0.34%

Pallas Capital Advisors LLC

260.15K

Mar 31, 26

-229.20K

0.32%

Advisory Services Network, LLC

228.51K

Mar 31, 26

-1.12K

0.28%

Gateway Wealth Partners, LLC

225.95K

Mar 31, 26

+131.24K

0.28%

WNY Asset Management, LLC

207.26K

Mar 31, 26

+207.26K

0.25%

Neuberger Berman Group LLC

204.75K

Mar 31, 26

+204.75K

0.25%

ROTHSCHILD INVESTMENT LLC

194.08K

Mar 31, 26

+5.26K

0.24%

Clearstead Advisors, LLC

186.37K

Mar 31, 26

+186.37K

0.23%

Colony Group, LLC

158.61K

Mar 31, 26

-6.18K

0.19%

RAYMOND JAMES FINANCIAL INC

158.23K

Mar 31, 26

+96.20K

0.19%

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

151.54K

Mar 31, 26

+835

0.18%

Graney & King, LLC

148.33K

Mar 31, 26

+13.55K

0.18%

Jacobi Capital Management LLC

110.20K

Mar 31, 26

+12.99K

0.13%

HSBC HOLDINGS PLC

109.37K

Mar 31, 26

+20.85K

0.13%

ENVESTNET ASSET MANAGEMENT INC

105.90K

Mar 31, 26

+10.23K

0.13%

DAYMARK WEALTH PARTNERS, LLC

81.29K

Mar 31, 26

+7.96K

0.10%

MML INVESTORS SERVICES, LLC

71.88K

Mar 31, 26

-8.69K

0.09%

MN Wealth Advisors, LLC

68.47K

Mar 31, 26

-7.82K

0.08%

KELLY FINANCIAL GROUP LLC

65.38K

Mar 31, 26

-476.16K

0.08%

5T Wealth, LLC

60.35K

Mar 31, 26

+620

0.07%

NewEdge Wealth, LLC

55.47K

Mar 31, 26

+55.47K

0.07%

ROYAL BANK OF CANADA

48.89K

Mar 31, 26

-745

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

46.31K

Mar 31, 26

+15.31K

0.06%

Horizon Family Wealth, Inc.

44.90K

Mar 31, 26

+261

0.05%

Private Advisor Group, LLC

43.51K

Mar 31, 26

+592

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

38.16K

Mar 31, 26

+10.16K

0.05%

Geneos Wealth Management Inc.

28.36K

Mar 31, 26

+1.73K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

24.76K

Mar 31, 26

+24.76K

0.03%

Sanctuary Advisors, LLC

22.06K

Mar 31, 26

-22.95K

0.03%

Independent Wealth Network Inc.

20.06K

Mar 31, 26

+20.06K

0.02%

Cambridge Investment Research Advisors, Inc.

19.79K

Mar 31, 26

+4.92K

0.02%

Emerald Advisors, LLC

19.21K

Mar 31, 26

-7

0.02%

Strategic Financial Concepts, LLC

17.58K

Mar 31, 26

+1.91K

0.02%

3Chopt Investment Partners, LLC

17.19K

Mar 31, 26

-8

0.02%

PRINCIPAL SECURITIES, INC.

17.00K

Mar 31, 26

+5.40K

0.02%

Ascent Group, LLC

16.26K

Mar 31, 26

-50.71K

0.02%

Robertson Stephens Wealth Management, LLC

15.01K

Mar 31, 26

0.02%

Insight Advisors, LLC/ PA

14.50K

Mar 31, 26

+27

0.02%

Creative Planning

11.72K

Mar 31, 26

+171

0.01%

TRUIST FINANCIAL CORP

10.02K

Mar 31, 26

-140

0.01%

Cobblestone Asset Management LLC

9.96K

Mar 31, 26

+3.25K

0.01%

Bank of New York Mellon Corp

8.69K

Mar 31, 26

-23.29K

0.01%

WealthPlan Investment Management, LLC

8.46K

Mar 31, 26

+2.86K

0.01%

Golden State Equity Partners

8.40K

Mar 31, 26

+8.40K

0.01%

FLAGSHIP HARBOR ADVISORS, LLC

7.85K

Mar 31, 26

-1.40K

0.01%

GSB Wealth Management, LLC

7.80K

Mar 31, 26

0.01%

Summit Financial, LLC

7.53K

Mar 31, 26

+7.53K

0.01%

GREAT VALLEY ADVISOR GROUP, INC.

6.77K

Mar 31, 26

+1.40K

0.01%

TBH Global Asset Management, LLC

6.55K

Mar 31, 26

+6.55K

0.01%

Miracle Mile Advisors, LLC

6.54K

Mar 31, 26

-423

0.01%

RICHARDSON FINANCIAL SERVICES INC.

6.22K

Mar 31, 26

-422

0.01%

Ignite Planners, LLC

5.94K

Mar 31, 26

-10.58K

0.01%

Qube Research & Technologies Ltd

5.32K

Mar 31, 26

-5.49K

0.01%

IFP Advisors, Inc

4.95K

Mar 31, 26

-371

0.01%

Farther Finance Advisors, LLC

4.86K

Mar 31, 26

-202

0.01%

AMERIPRISE FINANCIAL INC

4.85K

Mar 31, 26

-52

0.01%

MB Generational Wealth, LLC

4.45K

Mar 31, 26

0.01%

PARK AVENUE SECURITIES LLC

4.26K

Mar 31, 26

0.01%

Equitable Holdings, Inc.

4.12K

Mar 31, 26

-18

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.12K

Mar 31, 26

-1.12K

0.01%

NewEdge Advisors, LLC

4.01K

Mar 31, 26

+15

0.00%

MGO ONE SEVEN LLC

3.91K

Mar 31, 26

-2.41K

0.00%

Kestra Advisory Services, LLC

3.86K

Mar 31, 26

+3.57K

0.00%

Bright Futures Wealth Management, LLC.

3.85K

Mar 31, 26

+3.85K

0.00%

Wealth Alliance

3.85K

Mar 31, 26

+3.85K

0.00%

WHITTIER TRUST CO OF NEVADA INC

3.69K

Mar 31, 26

0.00%

TWO SIGMA SECURITIES, LLC

3.50K

Mar 31, 26

-17

0.00%

WBH ADVISORY INC

3.43K

Mar 31, 26

+3.43K

0.00%

VANGUARD ADVISERS INC

3.21K

Mar 31, 26

+3.21K

0.00%

FMR LLC

3.16K

Mar 31, 26

+411

0.00%

Capital Investment Advisory Services, LLC

3.15K

Mar 31, 26

-104

0.00%

Janney Montgomery Scott LLC

3.12K

Mar 31, 26

-1.51K

0.00%

IHT Wealth Management, LLC

3.02K

Mar 31, 26

+3.02K

0.00%

Rockefeller Capital Management L.P.

2.89K

Mar 31, 26

-2.09K

0.00%

INDEPENDENT FINANCIAL GROUP, LLC

2.83K

Mar 31, 26

+2.83K

0.00%

FIRST TRUST ADVISORS LP

2.76K

Mar 31, 26

+2.76K

0.00%

CWM, LLC

2.52K

Mar 31, 26

-154.44K

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

1.73K

Mar 31, 26

-788

0.00%

Key FInancial Inc

1.29K

Mar 31, 26

+155

0.00%

Western Wealth Management, LLC

1.28K

Mar 31, 26

+1.28K

0.00%

AlphaCore Capital LLC

1.12K

Mar 31, 26

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.09K

Mar 31, 26

0.00%

US BANCORP \DE\

1.05K

Mar 31, 26

+277

0.00%

WHITTIER TRUST CO

983

Mar 31, 26

0.00%

Ancora Advisors, LLC

924

Mar 31, 26

0.00%

FIFTH THIRD BANCORP

877

Mar 31, 26

+877

0.00%

BlackRock, Inc.

819

Mar 31, 26

+819

0.00%

SRS Capital Advisors, Inc.

700

Mar 31, 26

-130

0.00%

AdvisorNet Financial, Inc

657

Mar 31, 26

0.00%

Steward Partners Investment Advisory, LLC

457

Mar 31, 26

+60

0.00%

UBS Group AG

449

Mar 31, 26

+449

0.00%

Synergy Investment Management, LLC

433

Mar 31, 26

+433

0.00%

Allworth Financial LP

384

Mar 31, 26

0.00%

WealthShield Partners, LLC

383

Mar 31, 26

0.00%

Rossby Financial, LCC

183

Mar 31, 26

0.00%

Smartleaf Asset Management LLC

152

Mar 31, 26

0.00%

LGT Financial Advisors LLC

139

Mar 31, 26

-3

0.00%

Spire Wealth Management

102

Mar 31, 26

-268

0.00%

TWIN PEAKS WEALTH ADVISORS, LLC

Mar 31, 26

-15.61K

0.00%

GGM Financials LLC

Mar 31, 26

-532

0.00%

Sound Income Strategies, LLC

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

Mar 31, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

+53

0.00%

Bank of Jackson Hole Trust

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

+18

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

-335

0.00%

Quent Capital, LLC

Mar 31, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Mar 31, 26

-1

0.00%

HARBOUR INVESTMENTS, INC.

Mar 31, 26

0.00%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Mar 31, 26

-4.29K

Plan Group Financial, LLC

Mar 31, 26

-7.20K

CITADEL ADVISORS LLC

Mar 31, 26

-6.23K

HRT FINANCIAL LP

Mar 31, 26

-3.15K

CARY STREET PARTNERS FINANCIAL LLC

Mar 31, 26

-619

TFB Advisors LLC

Mar 31, 26

-8.38K

Capital Investment Counsel, Inc

Mar 31, 26

-58

HOEY INVESTMENTS, INC

Mar 31, 26

-244

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-23

Clarius Group, LLC

93.18K

Dec 31, 25

+1.71K

0.11%

ORG Partners LLC

30.25K

Dec 31, 25

+4.91K

0.04%

VANGUARD GROUP INC

3.25K

Dec 31, 25

+371

0.00%

COMERICA BANK

1.66K

Dec 31, 25

-1

0.00%

Global Retirement Partners, LLC

493

Dec 31, 25

-10

0.00%

SageView Advisory Group, LLC

111

Dec 31, 25

+111

0.00%

BRASS TAX WEALTH MANAGEMENT, INC

17.27K

Sep 30, 25

-1.60K

0.02%

FSA Wealth Management LLC

118

Sep 30, 25

0.00%

Blue Oak Capital, LLC

30.10K

Jun 30, 25

-9.52K

0.04%

Merriman Wealth Management, LLC

44.48K

Dec 31, 24

+5.54K

0.05%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Raymond James Financial Services Advisors, Inc.

113.13K

Sep 30, 24

-148.98K

0.14%

RAYMOND JAMES & ASSOCIATES

5.05K

Sep 30, 24

+5.05K

0.01%

Family Asset Management, LLC

682

Sep 30, 24

-225

0.00%

Relative Value Partners Group, LLC

19.86K

Jun 30, 24

+19.86K

0.02%

ICA Group Wealth Management, LLC

Jun 30, 24

-536

Connectus Wealth, LLC

163.63K

Mar 31, 24

+17.45K

0.20%

Cetera Advisor Networks LLC

44.80K

Mar 31, 24

-1.75K

0.05%

Cetera Advisors LLC

4.92K

Mar 31, 24

-1.63K

0.01%

ROTHSCHILD INVESTMENT CORP /IL

29.42K

Sep 30, 23

+2.64K

0.04%

BMS Financial Advisors, LLC

5.18K

Jun 30, 23

+5.18K

0.01%

Integrity Advisory, LLC

197.82K

Dec 31, 22

-32.24K

0.24%

55I, LLC

378.33K

Sep 30, 22

+59.60K

0.46%

ETRADE Capital Management LLC

34.66K

Sep 30, 20

+15.67K

0.04%