JPMorgan BetaBuilders Japan ETF(BBJP)

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JPMorgan BetaBuilders Japan ETF(BBJP)

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$77.23—

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Institutional Ownership

Top 348 Institutional Holders

Holder	Shares	Date	Change	% Held
JPMORGAN CHASE & CO	137.20M	Jun 30, 26	-2.02M	58.06%
MORGAN STANLEY	4.73M	Jun 30, 26	+45.83K	2.00%
Investure, LLC	3.29M	Jun 30, 26	--	1.39%
ARGI Investment Services, LLC	2.34M	Jun 30, 26	+2.34M	0.99%
BANK OF AMERICA CORP /DE/	1.81M	Jun 30, 26	+553.63K	0.76%
1607 Capital Partners, LLC	1.02M	Jun 30, 26	-491.13K	0.43%
ALLIANCEBERNSTEIN L.P.	1.00M	Jun 30, 26	-187.85K	0.43%
Pennsylvania State University	963.67K	Jun 30, 26	+963.67K	0.41%
Mirae Asset Global Investments Co., Ltd.	788.68K	Jun 30, 26	+75.70K	0.33%
HighTower Advisors, LLC	692.13K	Jun 30, 26	-30.76K	0.29%
UBS Group AG	638.24K	Jun 30, 26	+133.99K	0.27%
LPL Financial LLC	460.70K	Jun 30, 26	+84.17K	0.19%
Southern Farm Bureau Life Insurance	384.19K	Jun 30, 26	--	0.16%
Korea Investment CORP	347.68K	Jun 30, 26	-135.77K	0.15%
SENTINEL TRUST CO LBA	249.00K	Jun 30, 26	-19.30K	0.11%
Jacobi Capital Management LLC	208.01K	Jun 30, 26	+6.54K	0.09%
Karpus Management, Inc.	204.17K	Jun 30, 26	-26.56K	0.09%
Summit Trail Advisors, LLC	203.68K	Jun 30, 26	-44.01K	0.09%
Birch Hill Investment Advisors LLC	200.30K	Jun 30, 26	+44.64K	0.08%
Eldridge Investment Advisors, Inc.	183.09K	Jun 30, 26	+880	0.08%
3EDGE Asset Management, LP	177.27K	Jun 30, 26	+118.02K	0.08%
PGIM Custom Harvest LLC	164.33K	Jun 30, 26	+9.98K	0.07%
Avidian Wealth Solutions, LLC	156.94K	Jun 30, 26	+2.08K	0.07%
AMERIPRISE FINANCIAL INC	143.51K	Jun 30, 26	+14.68K	0.06%
GOLDMAN SACHS GROUP INC	133.72K	Jun 30, 26	-54.06K	0.06%
Rockefeller Capital Management L.P.	120.53K	Jun 30, 26	+9.63K	0.05%
BESSEMER GROUP INC	112.66K	Jun 30, 26	+2.45K	0.05%
NORTHERN TRUST CORP	109.53K	Jun 30, 26	+77.24K	0.05%
Vestmark Advisory Solutions, Inc.	102.89K	Jun 30, 26	-142	0.04%
CVA Family Office, LLC	101.13K	Jun 30, 26	-260	0.04%
BigSur Wealth Management LLC	96.92K	Jun 30, 26	-840	0.04%
Clear Harbor Asset Management, LLC	80.23K	Jun 30, 26	+6.09K	0.03%
ENVESTNET ASSET MANAGEMENT INC	78.72K	Jun 30, 26	-1.06K	0.03%
UBS ASSET MANAGEMENT AMERICAS INC	78.13K	Jun 30, 26	-60.30K	0.03%
Savant Capital, LLC	74.92K	Jun 30, 26	+74.92K	0.03%
New Vernon Capital Holdings II LLC	71.56K	Jun 30, 26	--	0.03%
Equitable Holdings, Inc.	68.22K	Jun 30, 26	+30.49K	0.03%
RAYMOND JAMES FINANCIAL INC	65.94K	Jun 30, 26	+9.17K	0.03%
Quantinno Capital Management LP	62.95K	Jun 30, 26	+178	0.03%
Baird Financial Group, Inc.	61.20K	Jun 30, 26	+944	0.03%
Birnam Oak Advisors, LP	60.34K	Jun 30, 26	+5.34K	0.03%
Mount Lucas Management LP	56.36K	Jun 30, 26	+346	0.02%
Focus Financial Network, Inc.	52.30K	Jun 30, 26	-17.94K	0.02%
CHOREO, LLC	52.08K	Jun 30, 26	-1.42K	0.02%
Colony Group, LLC	49.85K	Jun 30, 26	+1.99K	0.02%
FIFTH THIRD BANCORP	49.64K	Jun 30, 26	+11.98K	0.02%
Evansbrook LLC	46.04K	Jun 30, 26	--	0.02%
ACIMA PRIVATE WEALTH, LLC	44.81K	Jun 30, 26	-213	0.02%
CI Private Wealth, LLC	43.22K	Jun 30, 26	+922	0.02%
Avestar Capital, LLC	43.09K	Jun 30, 26	-2.12K	0.02%
LEAVELL INVESTMENT MANAGEMENT, INC.	40.70K	Jun 30, 26	+5.95K	0.02%
SYON CAPITAL LLC	39.75K	Jun 30, 26	-1.09K	0.02%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	37.23K	Jun 30, 26	+9.64K	0.02%
BLAIR WILLIAM & CO/IL	36.08K	Jun 30, 26	-19.91K	0.02%
Cerity Partners LLC	35.91K	Jun 30, 26	+217	0.02%
ROYAL BANK OF CANADA	35.88K	Jun 30, 26	-32.41K	0.02%
Nolet Wealth Management, LLC	35.23K	Jun 30, 26	-11	0.01%
Creative Planning	34.81K	Jun 30, 26	-16.16K	0.01%
BROWN ADVISORY INC	32.66K	Jun 30, 26	+26.30K	0.01%
FMR LLC	32.36K	Jun 30, 26	+4.86K	0.01%
Interchange Capital Partners, LLC	31.43K	Jun 30, 26	-2.35K	0.01%
MACKENZIE FINANCIAL CORP	29.81K	Jun 30, 26	+7.99K	0.01%
Cresset Asset Management, LLC	25.97K	Jun 30, 26	+137	0.01%
Perigon Wealth Management, LLC	25.63K	Jun 30, 26	-361	0.01%
Caprock Group, LLC	24.98K	Jun 30, 26	+912	0.01%
Quartz Partners, LLC	23.01K	Jun 30, 26	+23.01K	0.01%
Gateway Wealth Partners, LLC	22.82K	Jun 30, 26	-21.64K	0.01%
CERTUITY, LLC	22.43K	Jun 30, 26	-1.52K	0.01%
Wealthfront Advisers LLC	21.06K	Jun 30, 26	-1.51K	0.01%
Empowered Funds, LLC	20.91K	Jun 30, 26	+461	0.01%
Robertson Stephens Wealth Management, LLC	20.19K	Jun 30, 26	+1.20K	0.01%
WELLS FARGO & COMPANY/MN	19.77K	Jun 30, 26	+11.31K	0.01%
GREENWOOD GEARHART INC	19.47K	Jun 30, 26	+19.47K	0.01%
Ballentine Partners, LLC	19.34K	Jun 30, 26	+4.38K	0.01%
Noble Wealth Partners LLC	18.75K	Jun 30, 26	+18.75K	0.01%
Cetera Investment Advisers	17.49K	Jun 30, 26	+2.35K	0.01%
Ashton Thomas Private Wealth, LLC	17.06K	Jun 30, 26	-627	0.01%
QUADRANT CAPITAL GROUP LLC	15.50K	Jun 30, 26	--	0.01%
Dorsey & Whitney Trust CO LLC	14.85K	Jun 30, 26	-37	0.01%
FORTRESS PRIVATE LEDGER, LLC	14.26K	Jun 30, 26	-1.34K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	14.26K	Jun 30, 26	-2.01K	0.01%
Cloud Capital Management, LLC	13.72K	Jun 30, 26	--	0.01%
Vise Technologies, Inc.	13.50K	Jun 30, 26	+13.50K	0.01%
Steward Partners Investment Advisory, LLC	13.06K	Jun 30, 26	-2.89K	0.01%
ASSETMARK, INC	12.80K	Jun 30, 26	-1.54K	0.01%
AQR CAPITAL MANAGEMENT LLC	12.49K	Jun 30, 26	+5.17K	0.01%
HARBOUR INVESTMENTS, INC.	12.07K	Jun 30, 26	+213	0.01%
ADVISOR GROUP HOLDINGS, INC.	12.06K	Jun 30, 26	+2.20K	0.01%
Pathstone Holdings, LLC	11.97K	Jun 30, 26	-10	0.01%
STEPHENS INC /AR/	11.92K	Jun 30, 26	-814	0.01%
Legacy Wealth Advisors, LLC	11.89K	Jun 30, 26	--	0.01%
Sanctuary Advisors, LLC	11.75K	Jun 30, 26	+612	0.00%
US BANCORP \DE\	11.73K	Jun 30, 26	+244	0.00%
Bank of New York Mellon Corp	11.57K	Jun 30, 26	-1.00K	0.00%
BROWN BROTHERS HARRIMAN & CO	11.39K	Jun 30, 26	--	0.00%
Patten Group, Inc.	10.63K	Jun 30, 26	+1.93K	0.00%
CAPTRUST FINANCIAL ADVISORS	10.41K	Jun 30, 26	+2.82K	0.00%
Icon Wealth Advisors, LLC	10.37K	Jun 30, 26	-1.02K	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	10.06K	Jun 30, 26	+9	0.00%
TRUIST FINANCIAL CORP	9.93K	Jun 30, 26	+179	0.00%
HB Wealth Management, LLC	9.90K	Jun 30, 26	-2.04K	0.00%
SUMMITRY LLC	9.88K	Jun 30, 26	+9.88K	0.00%
Kestra Advisory Services, LLC	9.80K	Jun 30, 26	-283	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	9.68K	Jun 30, 26	-170	0.00%
Geneos Wealth Management Inc.	9.52K	Jun 30, 26	+66	0.00%
IEQ CAPITAL, LLC	9.37K	Jun 30, 26	-6.21K	0.00%
AlphaCentric Advisors LLC	9.09K	Jun 30, 26	+249	0.00%
Arkadios Wealth Advisors	8.77K	Jun 30, 26	+1.49K	0.00%
Clearstead Advisors, LLC	8.18K	Jun 30, 26	+7.92K	0.00%
Mariner, LLC	8.16K	Jun 30, 26	-1.73K	0.00%
Argent Trust Co	8.04K	Jun 30, 26	+1.27K	0.00%
Farther Finance Advisors, LLC	8.01K	Jun 30, 26	+1.42K	0.00%
Morton Capital Management LLC/CA	7.78K	Jun 30, 26	+101	0.00%
PRIVATE TRUST CO NA	7.68K	Jun 30, 26	+149	0.00%
National Philanthropic Trust	7.65K	Jun 30, 26	--	0.00%
Inscription Capital, LLC	7.34K	Jun 30, 26	--	0.00%
COMMONWEALTH EQUITY SERVICES, LLC	7.13K	Jun 30, 26	+61	0.00%
Gotham Asset Management, LLC	7.11K	Jun 30, 26	--	0.00%
FSM Wealth Advisors, LLC	7.11K	Jun 30, 26	-564	0.00%
NewEdge Wealth, LLC	6.64K	Jun 30, 26	+2.81K	0.00%
MML INVESTORS SERVICES, LLC	6.58K	Jun 30, 26	+1.20K	0.00%
waypoint wealth counsel	6.56K	Jun 30, 26	-324	0.00%
Dakota Wealth Management	6.51K	Jun 30, 26	+10	0.00%
Maia Wealth LLC	6.33K	Jun 30, 26	+1.55K	0.00%
Ironwood Investment Counsel, LLC	6.30K	Jun 30, 26	--	0.00%
One Wealth Management Investment & Advisory Services, LLC	5.97K	Jun 30, 26	-551	0.00%
Waterloo Capital, L.P.	5.96K	Jun 30, 26	+100	0.00%
Sowell Financial Services LLC	5.89K	Jun 30, 26	+181	0.00%
Blue Edge Capital, LLC	5.85K	Jun 30, 26	--	0.00%
FLPUTNAM INVESTMENT MANAGEMENT CO	5.77K	Jun 30, 26	-380	0.00%
Krilogy Financial LLC	5.76K	Jun 30, 26	--	0.00%
Arlington Trust Co LLC	5.74K	Jun 30, 26	+3.57K	0.00%
Wealthspire Advisors, LLC	5.70K	Jun 30, 26	-1.56K	0.00%
SIMON QUICK ADVISORS, LLC	5.64K	Jun 30, 26	+166	0.00%
STIFEL FINANCIAL CORP	5.59K	Jun 30, 26	+461	0.00%
Turtle Creek Wealth Advisors, LLC	5.53K	Jun 30, 26	--	0.00%
Cambridge Investment Research Advisors, Inc.	5.47K	Jun 30, 26	-1.38K	0.00%
Yoffe Investment Management, LLC	5.42K	Jun 30, 26	--	0.00%
LM Advisors LLC	5.24K	Jun 30, 26	+5.24K	0.00%
PRINCIPAL SECURITIES, INC.	5.05K	Jun 30, 26	+114	0.00%
Waverly Advisors, LLC	5.04K	Jun 30, 26	-3.06K	0.00%
BEACON ADVISORS HOLDINGS, LLC	4.79K	Jun 30, 26	-368	0.00%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	4.70K	Jun 30, 26	+4.70K	0.00%
Advisory Services Network, LLC	4.70K	Jun 30, 26	-341	0.00%
Convergence Financial, LLC	4.63K	Jun 30, 26	+4.63K	0.00%
RFG HOLDINGS, INC.	4.50K	Jun 30, 26	--	0.00%
Miller Global Investments, LLC	4.44K	Jun 30, 26	-135	0.00%
CITADEL ADVISORS LLC	4.36K	Jun 30, 26	-896	0.00%
MISSION WEALTH MANAGEMENT, LP	4.27K	Jun 30, 26	+1.12K	0.00%
Sierra Capital LLC	4.24K	Jun 30, 26	--	0.00%
CIBC Bancorp USA Inc.	4.03K	Jun 30, 26	+866	0.00%
Catalytic Wealth RIA, LLC	4.00K	Jun 30, 26	+4.00K	0.00%
EP Wealth Advisors, LLC	3.97K	Jun 30, 26	+647	0.00%
BlackRock, Inc.	3.94K	Jun 30, 26	+2.74K	0.00%
EVERGREEN CAPITAL MANAGEMENT LLC	3.88K	Jun 30, 26	--	0.00%
Stonebrook Private Inc.	3.73K	Jun 30, 26	+133	0.00%
GenTrust, LLC	3.60K	Jun 30, 26	+661	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.46K	Jun 30, 26	-631	0.00%
CITIGROUP INC	3.46K	Jun 30, 26	+797	0.00%
DIMENSION CAPITAL MANAGEMENT LLC	3.41K	Jun 30, 26	--	0.00%
Strategic Family Wealth Counselors, L.L.C.	3.40K	Jun 30, 26	--	0.00%
Alvarez & Marsal Private Wealth Partners, LLC	3.40K	Jun 30, 26	--	0.00%
Evernest Financial Advisors, LLC	3.40K	Jun 30, 26	+395	0.00%
Joel Isaacson & Co., LLC	3.33K	Jun 30, 26	--	0.00%
NewEdge Advisors, LLC	3.22K	Jun 30, 26	+2.49K	0.00%
AUGUSTINE ASSET MANAGEMENT INC	3.18K	Jun 30, 26	-428	0.00%
MONETA GROUP INVESTMENT ADVISORS LLC	3.17K	Jun 30, 26	--	0.00%
WESTWOOD HOLDINGS GROUP INC	3.16K	Jun 30, 26	-51	0.00%
SIERRA SUMMIT ADVISORS LLC	3.02K	Jun 30, 26	--	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	3.01K	Jun 30, 26	-166	0.00%
Mechanics Bank Trust Department	2.98K	Jun 30, 26	+2.98K	0.00%
Sanibel Captiva Trust Company, Inc.	2.90K	Jun 30, 26	+2.90K	0.00%
London & Capital Asset Management Ltd	2.82K	Jun 30, 26	+2.82K	0.00%
Horizon Family Wealth, Inc.	2.76K	Jun 30, 26	+2.76K	0.00%
MOODY LYNN & LIEBERSON, LLC	2.75K	Jun 30, 26	+2.75K	0.00%
Etesian Wealth Advisors, Inc.	2.70K	Jun 30, 26	-894	0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	2.69K	Jun 30, 26	+2.69K	0.00%
AIA Group Ltd	2.68K	Jun 30, 26	--	0.00%
WHITTIER TRUST CO	2.45K	Jun 30, 26	+2.24K	0.00%
BANK OF MONTREAL /CAN/	2.21K	Jun 30, 26	+897	0.00%
Global Retirement Partners, LLC	2.11K	Jun 30, 26	+2.11K	0.00%
AE Wealth Management LLC	1.90K	Jun 30, 26	+146	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.70K	Jun 30, 26	-45	0.00%
SRS Capital Advisors, Inc.	1.69K	Jun 30, 26	+1.38K	0.00%
TOP Private Wealth LLC.	1.44K	Jun 30, 26	+1.44K	0.00%
Rice Partnership, LLC	1.34K	Jun 30, 26	+13	0.00%
Vanguard National Trust Co	1.25K	Jun 30, 26	--	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.24K	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	1.15K	Jun 30, 26	+1.15K	0.00%
SBI Securities Co., Ltd.	1.13K	Jun 30, 26	-838	0.00%
Larson Financial Group LLC	1.06K	Jun 30, 26	--	0.00%
FRANKLIN RESOURCES INC	1.03K	Jun 30, 26	+825	0.00%
TRUST CO OF TOLEDO NA /OH/	1.02K	Jun 30, 26	--	0.00%
Ronald Blue Trust, Inc.	1.02K	Jun 30, 26	--	0.00%
BARRETT & COMPANY, INC.	1.00K	Jun 30, 26	+1.00K	0.00%
Wellington Grp LLC	897	Jun 30, 26	--	0.00%
ESL Trust Services, LLC	836	Jun 30, 26	+836	0.00%
BOKF, NA	834	Jun 30, 26	+834	0.00%
ANGELES WEALTH MANAGEMENT, LLC	774	Jun 30, 26	--	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	727	Jun 30, 26	-1.35K	0.00%
Lavaca Capital LLC	709	Jun 30, 26	-13	0.00%
JONES FINANCIAL COMPANIES LLLP	708	Jun 30, 26	-228	0.00%
COMPASS FINANCIAL MANAGEMENT LLC	684	Jun 30, 26	+684	0.00%
Integrated Wealth Concepts LLC	635	Jun 30, 26	+635	0.00%
AdvisorNet Financial, Inc	584	Jun 30, 26	--	0.00%
Avalon Trust Co	577	Jun 30, 26	--	0.00%
Allworth Financial LP	572	Jun 30, 26	-233	0.00%
Spire Wealth Management	528	Jun 30, 26	--	0.00%
Continuum Advisory, LLC	527	Jun 30, 26	+527	0.00%
HANTZ FINANCIAL SERVICES, INC.	519	Jun 30, 26	+251	0.00%
Golden State Wealth Management, LLC	489	Jun 30, 26	+253	0.00%
HUNTINGTON NATIONAL BANK	484	Jun 30, 26	+484	0.00%
Ares Financial Consulting, LLC	430	Jun 30, 26	+430	0.00%
Private Wealth Management Group, LLC	426	Jun 30, 26	+426	0.00%
Atlantic Union Bankshares Corp	423	Jun 30, 26	--	0.00%
IFG Advisory, LLC	394	Jun 30, 26	+394	0.00%
Buck Wealth Strategies, LLC	375	Jun 30, 26	+375	0.00%
BRYN MAWR TRUST Co	330	Jun 30, 26	+330	0.00%
MATHER GROUP, LLC.	329	Jun 30, 26	-98	0.00%
Strengthening Families & Communities, LLC	294	Jun 30, 26	+294	0.00%
Aventura Private Wealth, LLC	278	Jun 30, 26	--	0.00%
IFP Advisors, Inc	268	Jun 30, 26	+128	0.00%
Strategic Wealth Partners, Ltd.	265	Jun 30, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	260	Jun 30, 26	--	0.00%
GAMMA Investing LLC	244	Jun 30, 26	--	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	242	Jun 30, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	234	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	233	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	228	Jun 30, 26	--	0.00%
NBC SECURITIES, INC.	210	Jun 30, 26	-163	0.00%
TD Waterhouse Canada Inc.	200	Jun 30, 26	--	0.00%
Asset Dedication, LLC	190	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	188	Jun 30, 26	--	0.00%
Breakwater Investment Management	183	Jun 30, 26	--	0.00%
Archer Investment Corp	176	Jun 30, 26	-41	0.00%
Aptus Capital Advisors, LLC	167	Jun 30, 26	+77	0.00%
Newbridge Financial Services Group, Inc.	153	Jun 30, 26	--	0.00%
Center for Financial Planning, Inc.	147	Jun 30, 26	--	0.00%
Kingdom Financial Group LLC.	147	Jun 30, 26	--	0.00%
Hamrick Investment Counsel, llc	137	Jun 30, 26	--	0.00%
TRUST CO OF VERMONT	131	Jun 30, 26	+131	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	110	Jun 30, 26	+45	0.00%
HHM Wealth Advisors, LLC	108	Jun 30, 26	--	0.00%
Inspire Investing, LLC	96	Jun 30, 26	--	0.00%
Operose Advisors LLC	80	Jun 30, 26	+80	0.00%
CoreCap Advisors, LLC	73	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	71	Jun 30, 26	--	0.00%
Montgomery Financial Services LLC	66	Jun 30, 26	+66	0.00%
Oakworth Capital, Inc.	41	Jun 30, 26	+41	0.00%
Triumph Capital Management	35	Jun 30, 26	--	0.00%
Strive Financial Group ,LLC	35	Jun 30, 26	--	0.00%
Glen Eagle Advisors, LLC	35	Jun 30, 26	--	0.00%
Eukles Asset Management	28	Jun 30, 26	--	0.00%
Fortis Group Advisors, LLC	26	Jun 30, 26	--	0.00%
Granite FO LLC	24	Jun 30, 26	--	0.00%
MCGUIRE CAPITAL ADVISORS INC	23	Jun 30, 26	--	0.00%
Parallel Advisors, LLC	16	Jun 30, 26	+16	0.00%
Medallion Wealth Advisors, LLC	16	Jun 30, 26	-16	0.00%
CENTRAL TRUST Co	4	Jun 30, 26	--	0.00%
Sound Income Strategies, LLC	--	Jun 30, 26	-181	--
Activest Wealth Management	--	Jun 30, 26	-48	--
INVESTMENT COUNSEL CO OF NEVADA	--	Jun 30, 26	-149	--
Destiny Wealth Partners, LLC	--	Jun 30, 26	-1.81K	--
Independent Advisor Alliance	--	Jun 30, 26	-3.19K	--
Y-Intercept (Hong Kong) Ltd	--	Jun 30, 26	-22.00K	--
Delos Wealth Advisors, LLC	--	Jun 30, 26	-80	--
Abel Hall, LLC	--	Jun 30, 26	-3.08K	--
OLD NATIONAL BANCORP /IN/	--	Jun 30, 26	-51.97K	--
Cassaday & Co Wealth Management LLC	--	Jun 30, 26	-17	--
Advisor OS, LLC	--	Jun 30, 26	-39.03K	--
Mowery & Schoenfeld Wealth Management, LLC	--	Jun 30, 26	-118	--
GTS SECURITIES LLC	--	Jun 30, 26	-206.53K	--
Retirement Planning Group	--	Jun 30, 26	-11.99K	--
MAI Capital Management	--	Jun 30, 26	-218	--
Arkos Global Advisors	--	Jun 30, 26	-1.75K	--
Schrum Private Wealth Management LLC	--	Jun 30, 26	-3.85K	--
SEVEN MILE ADVISORY	--	Jun 30, 26	-6.82K	--
Tepp RIA, LLC	--	Jun 30, 26	-3.99K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-3.53K	--
Root Financial Partners, LLC	--	Jun 30, 26	-140	--
Fosun International Ltd	--	Jun 30, 26	-4.87K	--
Lloyd Advisory Services, LLC.	--	Jun 30, 26	-147	--
ROTHSCHILD INVESTMENT LLC	--	Jun 30, 26	-8	--
Greykasell Wealth Strategies, Inc.	--	Jun 30, 26	-102	--
Rialto Wealth Management, LLC	--	Jun 30, 26	-23	--
FLOW TRADERS U.S. LLC	--	Jun 30, 26	-158.60K	--
Wilkerson Advisory Group LLC	--	Jun 30, 26	-91	--
Riverview Trust Co	--	Jun 30, 26	-76	--
Legacy Wealth Managment, LLC/ID	--	Jun 30, 26	-188	--
ALBION FINANCIAL GROUP /UT	--	Jun 30, 26	-248	--
HRT FINANCIAL LP	--	Jun 30, 26	-8.22K	--
SIMPLEX TRADING, LLC	--	Jun 30, 26	-25	--
Portus Wealth Advisors, LLC	--	Jun 30, 26	-172	--
Global Wealth Strategies & Associates	--	Jun 30, 26	-4	--
CWM, LLC	62.50K	Mar 31, 26	+5.40K	0.03%
EXENCIAL WEALTH ADVISORS, LLC	58.21K	Mar 31, 26	+5.07K	0.02%
Leo Wealth, LLC	7.60K	Mar 31, 26	+1.49K	0.00%
Richard Bernstein Advisors LLC	256	Mar 31, 26	+1	0.00%
Parkside Financial Bank & Trust	248	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	42	Mar 31, 26	--	0.00%
Gibbs Wealth Management	--	Mar 31, 26	-6.83K	--
PROVIDA PENSION FUND ADMINISTRATOR	1.14M	Dec 31, 25	+41.35K	0.48%
COMERICA BANK	31.71K	Dec 31, 25	-3.04K	0.01%
CIBC Private Wealth Group, LLC	2.58K	Dec 31, 25	+1.15K	0.00%
TUCKER ASSET MANAGEMENT LLC	29	Dec 31, 25	--	0.00%
Glenmede Investment Management, LP	--	Sep 30, 25	-1.83K	--
Legacy Investment Solutions, LLC	135	Jun 30, 25	+135	0.00%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-10.74K	--
First Horizon Advisors, Inc.	--	Jun 30, 25	-33	--
Madison Investment Advisors, LLC	60.23K	Dec 31, 24	+60.23K	0.03%
LAKE STREET ADVISORS GROUP, LLC	36.62K	Dec 31, 24	-424	0.02%
Cassady Schiller Wealth Management, LLC	412	Dec 31, 24	--	0.00%
WINTRUST INVESTMENTS LLC	--	Dec 31, 24	-534	--
BOSTON FINANCIAL MANGEMENT LLC	--	Dec 31, 24	-3.44K	--
GYL FINANCIAL SYNERGIES, LLC	39.46K	Sep 30, 24	-345	0.02%
Axiom Advisory, LLC	29.18K	Sep 30, 24	+456	0.01%
RAYMOND JAMES & ASSOCIATES	11.32K	Sep 30, 24	-605	0.00%
RAYMOND JAMES TRUST N.A.	9.33K	Sep 30, 24	+2.53K	0.00%
Raymond James Financial Services Advisors, Inc.	6.79K	Sep 30, 24	-1.42K	0.00%
M&R CAPITAL MANAGEMENT INC	174	Sep 30, 24	--	0.00%
CARY STREET PARTNERS ASSET MANAGEMENT LLC	--	Sep 30, 24	-4.38K	--
SYSTM Wealth Solutions LLC	--	Sep 30, 24	-35	--
Levy Wealth Management Group, LLC	10.79K	Jun 30, 24	+571	0.00%
Perella Weinberg Partners Capital Management LP	1.53M	Mar 31, 24	-777.53K	0.65%
CREDIT SUISSE AG/	60.16K	Mar 31, 24	+60.16K	0.03%
Cetera Advisor Networks LLC	17.33K	Mar 31, 24	-2.69K	0.01%
Cetera Advisors LLC	14.24K	Mar 31, 24	-421	0.01%
FirstPurpose Wealth LLC	6.55K	Mar 31, 24	+6.55K	0.00%
PROVENCE WEALTH MANAGEMENT GROUP	157	Dec 31, 23	--	0.00%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.	21.73K	Sep 30, 23	-21.20K	0.01%
Icon Wealth Partners, LLC	10.90K	Sep 30, 23	--	0.00%
Steward Financial Group LLC	24	Sep 30, 23	+24	0.00%
PFS INVESTMENTS INC.	226.10K	Jun 30, 23	-3.89K	0.10%
LEO BROKERAGE, LLC	128.88K	Jun 30, 23	+1.07K	0.05%
BerganKDV Wealth Management, LLC	--	Jun 30, 23	-90	--
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC	41.48K	Dec 31, 22	-30.83K	0.02%
Lehman & Derafelo Financial Resources LLC	--	Dec 31, 22	-116	--
WIPFLI FINANCIAL ADVISORS LLC,	8.04K	Sep 30, 22	+8.04K	0.00%
American Portfolios Advisors	660	Sep 30, 22	--	0.00%
Barrett Asset Management, LLC	4.17K	Mar 31, 22	-1.54K	0.00%
IndexIQ Advisors LLC	2.01K	Mar 31, 22	+2.01K	0.00%
Lenox Wealth Advisors, LLC	278	Mar 31, 22	+278	0.00%
Meristem Family Wealth, LLC	--	Mar 31, 22	-3.79K	--
QUEST CAPITAL MANAGEMENT INC /ADV	6.77K	Dec 31, 21	+6.77K	0.00%
NEXT Financial Group, Inc	1.17K	Dec 31, 21	+625	0.00%
Homrich & Berg	23.76K	Sep 30, 21	+18.71K	0.01%
FARR MILLER & WASHINGTON LLC/DC	5.12K	Sep 30, 21	--	0.00%
PNC Managed Account Solutions, Inc.	14.07K	Jun 30, 21	+14.07K	0.01%

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Holder

Date

Change

% Held

JPMORGAN CHASE & CO

137.20M

Jun 30, 26

-2.02M

58.06%

MORGAN STANLEY

4.73M

Jun 30, 26

+45.83K

2.00%

Investure, LLC

3.29M

Jun 30, 26

1.39%

ARGI Investment Services, LLC

2.34M

Jun 30, 26

+2.34M

0.99%

BANK OF AMERICA CORP /DE/

1.81M

Jun 30, 26

+553.63K

0.76%

1607 Capital Partners, LLC

1.02M

Jun 30, 26

-491.13K

0.43%

ALLIANCEBERNSTEIN L.P.

1.00M

Jun 30, 26

-187.85K

0.43%

Pennsylvania State University

963.67K

Jun 30, 26

+963.67K

0.41%

Mirae Asset Global Investments Co., Ltd.

788.68K

Jun 30, 26

+75.70K

0.33%

HighTower Advisors, LLC

692.13K

Jun 30, 26

-30.76K

0.29%

UBS Group AG

638.24K

Jun 30, 26

+133.99K

0.27%

LPL Financial LLC

460.70K

Jun 30, 26

+84.17K

0.19%

Southern Farm Bureau Life Insurance

384.19K

Jun 30, 26

0.16%

Korea Investment CORP

347.68K

Jun 30, 26

-135.77K

0.15%

SENTINEL TRUST CO LBA

249.00K

Jun 30, 26

-19.30K

0.11%

Jacobi Capital Management LLC

208.01K

Jun 30, 26

+6.54K

0.09%

Karpus Management, Inc.

204.17K

Jun 30, 26

-26.56K

0.09%

Summit Trail Advisors, LLC

203.68K

Jun 30, 26

-44.01K

0.09%

Birch Hill Investment Advisors LLC

200.30K

Jun 30, 26

+44.64K

0.08%

Eldridge Investment Advisors, Inc.

183.09K

Jun 30, 26

+880

0.08%

3EDGE Asset Management, LP

177.27K

Jun 30, 26

+118.02K

0.08%

PGIM Custom Harvest LLC

164.33K

Jun 30, 26

+9.98K

0.07%

Avidian Wealth Solutions, LLC

156.94K

Jun 30, 26

+2.08K

0.07%

AMERIPRISE FINANCIAL INC

143.51K

Jun 30, 26

+14.68K

0.06%

GOLDMAN SACHS GROUP INC

133.72K

Jun 30, 26

-54.06K

0.06%

Rockefeller Capital Management L.P.

120.53K

Jun 30, 26

+9.63K

0.05%

BESSEMER GROUP INC

112.66K

Jun 30, 26

+2.45K

0.05%

NORTHERN TRUST CORP

109.53K

Jun 30, 26

+77.24K

0.05%

Vestmark Advisory Solutions, Inc.

102.89K

Jun 30, 26

-142

0.04%

CVA Family Office, LLC

101.13K

Jun 30, 26

-260

0.04%

BigSur Wealth Management LLC

96.92K

Jun 30, 26

-840

0.04%

Clear Harbor Asset Management, LLC

80.23K

Jun 30, 26

+6.09K

0.03%

ENVESTNET ASSET MANAGEMENT INC

78.72K

Jun 30, 26

-1.06K

0.03%

UBS ASSET MANAGEMENT AMERICAS INC

78.13K

Jun 30, 26

-60.30K

0.03%

Savant Capital, LLC

74.92K

Jun 30, 26

+74.92K

0.03%

New Vernon Capital Holdings II LLC

71.56K

Jun 30, 26

0.03%

Equitable Holdings, Inc.

68.22K

Jun 30, 26

+30.49K

0.03%

RAYMOND JAMES FINANCIAL INC

65.94K

Jun 30, 26

+9.17K

0.03%

Quantinno Capital Management LP

62.95K

Jun 30, 26

+178

0.03%

Baird Financial Group, Inc.

61.20K

Jun 30, 26

+944

0.03%

Birnam Oak Advisors, LP

60.34K

Jun 30, 26

+5.34K

0.03%

Mount Lucas Management LP

56.36K

Jun 30, 26

+346

0.02%

Focus Financial Network, Inc.

52.30K

Jun 30, 26

-17.94K

0.02%

CHOREO, LLC

52.08K

Jun 30, 26

-1.42K

0.02%

Colony Group, LLC

49.85K

Jun 30, 26

+1.99K

0.02%

FIFTH THIRD BANCORP

49.64K

Jun 30, 26

+11.98K

0.02%

Evansbrook LLC

46.04K

Jun 30, 26

0.02%

ACIMA PRIVATE WEALTH, LLC

44.81K

Jun 30, 26

-213

0.02%

CI Private Wealth, LLC

43.22K

Jun 30, 26

+922

0.02%

Avestar Capital, LLC

43.09K

Jun 30, 26

-2.12K

0.02%

LEAVELL INVESTMENT MANAGEMENT, INC.

40.70K

Jun 30, 26

+5.95K

0.02%

SYON CAPITAL LLC

39.75K

Jun 30, 26

-1.09K

0.02%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

37.23K

Jun 30, 26

+9.64K

0.02%

BLAIR WILLIAM & CO/IL

36.08K

Jun 30, 26

-19.91K

0.02%

Cerity Partners LLC

35.91K

Jun 30, 26

+217

0.02%

ROYAL BANK OF CANADA

35.88K

Jun 30, 26

-32.41K

0.02%

Nolet Wealth Management, LLC

35.23K

Jun 30, 26

-11

0.01%

Creative Planning

34.81K

Jun 30, 26

-16.16K

0.01%

BROWN ADVISORY INC

32.66K

Jun 30, 26

+26.30K

0.01%

FMR LLC

32.36K

Jun 30, 26

+4.86K

0.01%

Interchange Capital Partners, LLC

31.43K

Jun 30, 26

-2.35K

0.01%

MACKENZIE FINANCIAL CORP

29.81K

Jun 30, 26

+7.99K

0.01%

Cresset Asset Management, LLC

25.97K

Jun 30, 26

+137

0.01%

Perigon Wealth Management, LLC

25.63K

Jun 30, 26

-361

0.01%

Caprock Group, LLC

24.98K

Jun 30, 26

+912

0.01%

Quartz Partners, LLC

23.01K

Jun 30, 26

+23.01K

0.01%

Gateway Wealth Partners, LLC

22.82K

Jun 30, 26

-21.64K

0.01%

CERTUITY, LLC

22.43K

Jun 30, 26

-1.52K

0.01%

Wealthfront Advisers LLC

21.06K

Jun 30, 26

-1.51K

0.01%

Empowered Funds, LLC

20.91K

Jun 30, 26

+461

0.01%

Robertson Stephens Wealth Management, LLC

20.19K

Jun 30, 26

+1.20K

0.01%

WELLS FARGO & COMPANY/MN

19.77K

Jun 30, 26

+11.31K

0.01%

GREENWOOD GEARHART INC

19.47K

Jun 30, 26

+19.47K

0.01%

Ballentine Partners, LLC

19.34K

Jun 30, 26

+4.38K

0.01%

Noble Wealth Partners LLC

18.75K

Jun 30, 26

+18.75K

0.01%

Cetera Investment Advisers

17.49K

Jun 30, 26

+2.35K

0.01%

Ashton Thomas Private Wealth, LLC

17.06K

Jun 30, 26

-627

0.01%

QUADRANT CAPITAL GROUP LLC

15.50K

Jun 30, 26

0.01%

Dorsey & Whitney Trust CO LLC

14.85K

Jun 30, 26

-37

0.01%

FORTRESS PRIVATE LEDGER, LLC

14.26K

Jun 30, 26

-1.34K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

14.26K

Jun 30, 26

-2.01K

0.01%

Cloud Capital Management, LLC

13.72K

Jun 30, 26

0.01%

Vise Technologies, Inc.

13.50K

Jun 30, 26

+13.50K

0.01%

Steward Partners Investment Advisory, LLC

13.06K

Jun 30, 26

-2.89K

0.01%

ASSETMARK, INC

12.80K

Jun 30, 26

-1.54K

0.01%

AQR CAPITAL MANAGEMENT LLC

12.49K

Jun 30, 26

+5.17K

0.01%

HARBOUR INVESTMENTS, INC.

12.07K

Jun 30, 26

+213

0.01%

ADVISOR GROUP HOLDINGS, INC.

12.06K

Jun 30, 26

+2.20K

0.01%

Pathstone Holdings, LLC

11.97K

Jun 30, 26

-10

0.01%

STEPHENS INC /AR/

11.92K

Jun 30, 26

-814

0.01%

Legacy Wealth Advisors, LLC

11.89K

Jun 30, 26

0.01%

Sanctuary Advisors, LLC

11.75K

Jun 30, 26

+612

0.00%

US BANCORP \DE\

11.73K

Jun 30, 26

+244

0.00%

Bank of New York Mellon Corp

11.57K

Jun 30, 26

-1.00K

0.00%

BROWN BROTHERS HARRIMAN & CO

11.39K

Jun 30, 26

0.00%

Patten Group, Inc.

10.63K

Jun 30, 26

+1.93K

0.00%

CAPTRUST FINANCIAL ADVISORS

10.41K

Jun 30, 26

+2.82K

0.00%

Icon Wealth Advisors, LLC

10.37K

Jun 30, 26

-1.02K

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

10.06K

Jun 30, 26

0.00%

TRUIST FINANCIAL CORP

9.93K

Jun 30, 26

+179

0.00%

HB Wealth Management, LLC

9.90K

Jun 30, 26

-2.04K

0.00%

SUMMITRY LLC

9.88K

Jun 30, 26

+9.88K

0.00%

Kestra Advisory Services, LLC

9.80K

Jun 30, 26

-283

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

9.68K

Jun 30, 26

-170

0.00%

Geneos Wealth Management Inc.

9.52K

Jun 30, 26

+66

0.00%

IEQ CAPITAL, LLC

9.37K

Jun 30, 26

-6.21K

0.00%

AlphaCentric Advisors LLC

9.09K

Jun 30, 26

+249

0.00%

Arkadios Wealth Advisors

8.77K

Jun 30, 26

+1.49K

0.00%

Clearstead Advisors, LLC

8.18K

Jun 30, 26

+7.92K

0.00%

Mariner, LLC

8.16K

Jun 30, 26

-1.73K

0.00%

Argent Trust Co

8.04K

Jun 30, 26

+1.27K

0.00%

Farther Finance Advisors, LLC

8.01K

Jun 30, 26

+1.42K

0.00%

Morton Capital Management LLC/CA

7.78K

Jun 30, 26

+101

0.00%

PRIVATE TRUST CO NA

7.68K

Jun 30, 26

+149

0.00%

National Philanthropic Trust

7.65K

Jun 30, 26

0.00%

Inscription Capital, LLC

7.34K

Jun 30, 26

0.00%

COMMONWEALTH EQUITY SERVICES, LLC

7.13K

Jun 30, 26

+61

0.00%

Gotham Asset Management, LLC

7.11K

Jun 30, 26

0.00%

FSM Wealth Advisors, LLC

7.11K

Jun 30, 26

-564

0.00%

NewEdge Wealth, LLC

6.64K

Jun 30, 26

+2.81K

0.00%

MML INVESTORS SERVICES, LLC

6.58K

Jun 30, 26

+1.20K

0.00%

waypoint wealth counsel

6.56K

Jun 30, 26

-324

0.00%

Dakota Wealth Management

6.51K

Jun 30, 26

+10

0.00%

Maia Wealth LLC

6.33K

Jun 30, 26

+1.55K

0.00%

Ironwood Investment Counsel, LLC

6.30K

Jun 30, 26

0.00%

One Wealth Management Investment & Advisory Services, LLC

5.97K

Jun 30, 26

-551

0.00%

Waterloo Capital, L.P.

5.96K

Jun 30, 26

+100

0.00%

Sowell Financial Services LLC

5.89K

Jun 30, 26

+181

0.00%

Blue Edge Capital, LLC

5.85K

Jun 30, 26

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

5.77K

Jun 30, 26

-380

0.00%

Krilogy Financial LLC

5.76K

Jun 30, 26

0.00%

Arlington Trust Co LLC

5.74K

Jun 30, 26

+3.57K

0.00%

Wealthspire Advisors, LLC

5.70K

Jun 30, 26

-1.56K

0.00%

SIMON QUICK ADVISORS, LLC

5.64K

Jun 30, 26

+166

0.00%

STIFEL FINANCIAL CORP

5.59K

Jun 30, 26

+461

0.00%

Turtle Creek Wealth Advisors, LLC

5.53K

Jun 30, 26

0.00%

Cambridge Investment Research Advisors, Inc.

5.47K

Jun 30, 26

-1.38K

0.00%

Yoffe Investment Management, LLC

5.42K

Jun 30, 26

0.00%

LM Advisors LLC

5.24K

Jun 30, 26

+5.24K

0.00%

PRINCIPAL SECURITIES, INC.

5.05K

Jun 30, 26

+114

0.00%

Waverly Advisors, LLC

5.04K

Jun 30, 26

-3.06K

0.00%

BEACON ADVISORS HOLDINGS, LLC

4.79K

Jun 30, 26

-368

0.00%

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

4.70K

Jun 30, 26

+4.70K

0.00%

Advisory Services Network, LLC

4.70K

Jun 30, 26

-341

0.00%

Convergence Financial, LLC

4.63K

Jun 30, 26

+4.63K

0.00%

RFG HOLDINGS, INC.

4.50K

Jun 30, 26

0.00%

Miller Global Investments, LLC

4.44K

Jun 30, 26

-135

0.00%

CITADEL ADVISORS LLC

4.36K

Jun 30, 26

-896

0.00%

MISSION WEALTH MANAGEMENT, LP

4.27K

Jun 30, 26

+1.12K

0.00%

Sierra Capital LLC

4.24K

Jun 30, 26

0.00%

CIBC Bancorp USA Inc.

4.03K

Jun 30, 26

+866

0.00%

Catalytic Wealth RIA, LLC

4.00K

Jun 30, 26

+4.00K

0.00%

EP Wealth Advisors, LLC

3.97K

Jun 30, 26

+647

0.00%

BlackRock, Inc.

3.94K

Jun 30, 26

+2.74K

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

3.88K

Jun 30, 26

0.00%

Stonebrook Private Inc.

3.73K

Jun 30, 26

+133

0.00%

GenTrust, LLC

3.60K

Jun 30, 26

+661

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.46K

Jun 30, 26

-631

0.00%

CITIGROUP INC

3.46K

Jun 30, 26

+797

0.00%

DIMENSION CAPITAL MANAGEMENT LLC

3.41K

Jun 30, 26

0.00%

Strategic Family Wealth Counselors, L.L.C.

3.40K

Jun 30, 26

0.00%

Alvarez & Marsal Private Wealth Partners, LLC

3.40K

Jun 30, 26

0.00%

Evernest Financial Advisors, LLC

3.40K

Jun 30, 26

+395

0.00%

Joel Isaacson & Co., LLC

3.33K

Jun 30, 26

0.00%

NewEdge Advisors, LLC

3.22K

Jun 30, 26

+2.49K

0.00%

AUGUSTINE ASSET MANAGEMENT INC

3.18K

Jun 30, 26

-428

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

3.17K

Jun 30, 26

0.00%

WESTWOOD HOLDINGS GROUP INC

3.16K

Jun 30, 26

-51

0.00%

SIERRA SUMMIT ADVISORS LLC

3.02K

Jun 30, 26

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

3.01K

Jun 30, 26

-166

0.00%

Mechanics Bank Trust Department

2.98K

Jun 30, 26

+2.98K

0.00%

Sanibel Captiva Trust Company, Inc.

2.90K

Jun 30, 26

+2.90K

0.00%

London & Capital Asset Management Ltd

2.82K

Jun 30, 26

+2.82K

0.00%

Horizon Family Wealth, Inc.

2.76K

Jun 30, 26

+2.76K

0.00%

MOODY LYNN & LIEBERSON, LLC

2.75K

Jun 30, 26

+2.75K

0.00%

Etesian Wealth Advisors, Inc.

2.70K

Jun 30, 26

-894

0.00%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

2.69K

Jun 30, 26

+2.69K

0.00%

AIA Group Ltd

2.68K

Jun 30, 26

0.00%

WHITTIER TRUST CO

2.45K

Jun 30, 26

+2.24K

0.00%

BANK OF MONTREAL /CAN/

2.21K

Jun 30, 26

+897

0.00%

Global Retirement Partners, LLC

2.11K

Jun 30, 26

+2.11K

0.00%

AE Wealth Management LLC

1.90K

Jun 30, 26

+146

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.70K

Jun 30, 26

-45

0.00%

SRS Capital Advisors, Inc.

1.69K

Jun 30, 26

+1.38K

0.00%

TOP Private Wealth LLC.

1.44K

Jun 30, 26

+1.44K

0.00%

Rice Partnership, LLC

1.34K

Jun 30, 26

+13

0.00%

Vanguard National Trust Co

1.25K

Jun 30, 26

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.24K

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

1.15K

Jun 30, 26

+1.15K

0.00%

SBI Securities Co., Ltd.

1.13K

Jun 30, 26

-838

0.00%

Larson Financial Group LLC

1.06K

Jun 30, 26

0.00%

FRANKLIN RESOURCES INC

1.03K

Jun 30, 26

+825

0.00%

TRUST CO OF TOLEDO NA /OH/

1.02K

Jun 30, 26

0.00%

Ronald Blue Trust, Inc.

1.02K

Jun 30, 26

0.00%

BARRETT & COMPANY, INC.

1.00K

Jun 30, 26

+1.00K

0.00%

Wellington Grp LLC

897

Jun 30, 26

0.00%

ESL Trust Services, LLC

836

Jun 30, 26

+836

0.00%

BOKF, NA

834

Jun 30, 26

+834

0.00%

ANGELES WEALTH MANAGEMENT, LLC

774

Jun 30, 26

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

727

Jun 30, 26

-1.35K

0.00%

Lavaca Capital LLC

709

Jun 30, 26

-13

0.00%

JONES FINANCIAL COMPANIES LLLP

708

Jun 30, 26

-228

0.00%

COMPASS FINANCIAL MANAGEMENT LLC

684

Jun 30, 26

+684

0.00%

Integrated Wealth Concepts LLC

635

Jun 30, 26

+635

0.00%

AdvisorNet Financial, Inc

584

Jun 30, 26

0.00%

Avalon Trust Co

577

Jun 30, 26

0.00%

Allworth Financial LP

572

Jun 30, 26

-233

0.00%

Spire Wealth Management

528

Jun 30, 26

0.00%

Continuum Advisory, LLC

527

Jun 30, 26

+527

0.00%

HANTZ FINANCIAL SERVICES, INC.

519

Jun 30, 26

+251

0.00%

Golden State Wealth Management, LLC

489

Jun 30, 26

+253

0.00%

HUNTINGTON NATIONAL BANK

484

Jun 30, 26

+484

0.00%

Ares Financial Consulting, LLC

430

Jun 30, 26

+430

0.00%

Private Wealth Management Group, LLC

426

Jun 30, 26

+426

0.00%

Atlantic Union Bankshares Corp

423

Jun 30, 26

0.00%

IFG Advisory, LLC

394

Jun 30, 26

+394

0.00%

Buck Wealth Strategies, LLC

375

Jun 30, 26

+375

0.00%

BRYN MAWR TRUST Co

330

Jun 30, 26

+330

0.00%

MATHER GROUP, LLC.

329

Jun 30, 26

-98

0.00%

Strengthening Families & Communities, LLC

294

Jun 30, 26

+294

0.00%

Aventura Private Wealth, LLC

278

Jun 30, 26

0.00%

IFP Advisors, Inc

268

Jun 30, 26

+128

0.00%

Strategic Wealth Partners, Ltd.

265

Jun 30, 26

0.00%

NATIONAL BANK OF CANADA /FI/

260

Jun 30, 26

0.00%

GAMMA Investing LLC

244

Jun 30, 26

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

242

Jun 30, 26

0.00%

CULLEN/FROST BANKERS, INC.

234

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

233

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

228

Jun 30, 26

0.00%

NBC SECURITIES, INC.

210

Jun 30, 26

-163

0.00%

TD Waterhouse Canada Inc.

200

Jun 30, 26

0.00%

Asset Dedication, LLC

190

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

188

Jun 30, 26

0.00%

Breakwater Investment Management

183

Jun 30, 26

0.00%

Archer Investment Corp

176

Jun 30, 26

-41

0.00%

Aptus Capital Advisors, LLC

167

Jun 30, 26

+77

0.00%

Newbridge Financial Services Group, Inc.

153

Jun 30, 26

0.00%

Center for Financial Planning, Inc.

147

Jun 30, 26

0.00%

Kingdom Financial Group LLC.

147

Jun 30, 26

0.00%

Hamrick Investment Counsel, llc

137

Jun 30, 26

0.00%

TRUST CO OF VERMONT

131

Jun 30, 26

+131

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

110

Jun 30, 26

+45

0.00%

HHM Wealth Advisors, LLC

108

Jun 30, 26

0.00%

Inspire Investing, LLC

Jun 30, 26

0.00%

Operose Advisors LLC

Jun 30, 26

+80

0.00%

CoreCap Advisors, LLC

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Montgomery Financial Services LLC

Jun 30, 26

+66

0.00%

Oakworth Capital, Inc.

Jun 30, 26

+41

0.00%

Triumph Capital Management

Jun 30, 26

0.00%

Strive Financial Group ,LLC

Jun 30, 26

0.00%

Glen Eagle Advisors, LLC

Jun 30, 26

0.00%

Eukles Asset Management

Jun 30, 26

0.00%

Fortis Group Advisors, LLC

Jun 30, 26

0.00%

Granite FO LLC

Jun 30, 26

0.00%

MCGUIRE CAPITAL ADVISORS INC

Jun 30, 26

0.00%

Parallel Advisors, LLC

Jun 30, 26

+16

0.00%

Medallion Wealth Advisors, LLC

Jun 30, 26

-16

0.00%

CENTRAL TRUST Co

Jun 30, 26

0.00%

Sound Income Strategies, LLC

Jun 30, 26

-181

Activest Wealth Management

Jun 30, 26

-48

INVESTMENT COUNSEL CO OF NEVADA

Jun 30, 26

-149

Destiny Wealth Partners, LLC

Jun 30, 26

-1.81K

Independent Advisor Alliance

Jun 30, 26

-3.19K

Y-Intercept (Hong Kong) Ltd

Jun 30, 26

-22.00K

Delos Wealth Advisors, LLC

Jun 30, 26

-80

Abel Hall, LLC

Jun 30, 26

-3.08K

OLD NATIONAL BANCORP /IN/

Jun 30, 26

-51.97K

Cassaday & Co Wealth Management LLC

Jun 30, 26

-17

Advisor OS, LLC

Jun 30, 26

-39.03K

Mowery & Schoenfeld Wealth Management, LLC

Jun 30, 26

-118

GTS SECURITIES LLC

Jun 30, 26

-206.53K

Retirement Planning Group

Jun 30, 26

-11.99K

MAI Capital Management

Jun 30, 26

-218

Arkos Global Advisors

Jun 30, 26

-1.75K

Schrum Private Wealth Management LLC

Jun 30, 26

-3.85K

SEVEN MILE ADVISORY

Jun 30, 26

-6.82K

Tepp RIA, LLC

Jun 30, 26

-3.99K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-3.53K

Root Financial Partners, LLC

Jun 30, 26

-140

Fosun International Ltd

Jun 30, 26

-4.87K

Lloyd Advisory Services, LLC.

Jun 30, 26

-147

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

-8

Greykasell Wealth Strategies, Inc.

Jun 30, 26

-102

Rialto Wealth Management, LLC

Jun 30, 26

-23

FLOW TRADERS U.S. LLC

Jun 30, 26

-158.60K

Wilkerson Advisory Group LLC

Jun 30, 26

-91

Riverview Trust Co

Jun 30, 26

-76

Legacy Wealth Managment, LLC/ID

Jun 30, 26

-188

ALBION FINANCIAL GROUP /UT

Jun 30, 26

-248

HRT FINANCIAL LP

Jun 30, 26

-8.22K

SIMPLEX TRADING, LLC

Jun 30, 26

-25

Portus Wealth Advisors, LLC

Jun 30, 26

-172

Global Wealth Strategies & Associates

Jun 30, 26

-4

CWM, LLC

62.50K

Mar 31, 26

+5.40K

0.03%

EXENCIAL WEALTH ADVISORS, LLC

58.21K

Mar 31, 26

+5.07K

0.02%

Leo Wealth, LLC

7.60K

Mar 31, 26

+1.49K

0.00%

Richard Bernstein Advisors LLC

256

Mar 31, 26

0.00%

Parkside Financial Bank & Trust

248

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

Gibbs Wealth Management

Mar 31, 26

-6.83K

PROVIDA PENSION FUND ADMINISTRATOR

1.14M

Dec 31, 25

+41.35K

0.48%

COMERICA BANK

31.71K

Dec 31, 25

-3.04K

0.01%

CIBC Private Wealth Group, LLC

2.58K

Dec 31, 25

+1.15K

0.00%

TUCKER ASSET MANAGEMENT LLC

Dec 31, 25

0.00%

Glenmede Investment Management, LP

Sep 30, 25

-1.83K

Legacy Investment Solutions, LLC

135

Jun 30, 25

+135

0.00%

Atria Wealth Solutions, Inc.

Jun 30, 25

-10.74K

First Horizon Advisors, Inc.

Jun 30, 25

-33

Madison Investment Advisors, LLC

60.23K

Dec 31, 24

+60.23K

0.03%

LAKE STREET ADVISORS GROUP, LLC

36.62K

Dec 31, 24

-424

0.02%

Cassady Schiller Wealth Management, LLC

412

Dec 31, 24

0.00%

WINTRUST INVESTMENTS LLC

Dec 31, 24

-534

BOSTON FINANCIAL MANGEMENT LLC

Dec 31, 24

-3.44K

GYL FINANCIAL SYNERGIES, LLC

39.46K

Sep 30, 24

-345

0.02%

Axiom Advisory, LLC

29.18K

Sep 30, 24

+456

0.01%

RAYMOND JAMES & ASSOCIATES

11.32K

Sep 30, 24

-605

0.00%

RAYMOND JAMES TRUST N.A.

9.33K

Sep 30, 24

+2.53K

0.00%

Raymond James Financial Services Advisors, Inc.

6.79K

Sep 30, 24

-1.42K

0.00%

M&R CAPITAL MANAGEMENT INC

174

Sep 30, 24

0.00%

CARY STREET PARTNERS ASSET MANAGEMENT LLC

Sep 30, 24

-4.38K

SYSTM Wealth Solutions LLC

Sep 30, 24

-35

Levy Wealth Management Group, LLC

10.79K

Jun 30, 24

+571

0.00%

Perella Weinberg Partners Capital Management LP

1.53M

Mar 31, 24

-777.53K

0.65%

CREDIT SUISSE AG/

60.16K

Mar 31, 24

+60.16K

0.03%

Cetera Advisor Networks LLC

17.33K

Mar 31, 24

-2.69K

0.01%

Cetera Advisors LLC

14.24K

Mar 31, 24

-421

0.01%

FirstPurpose Wealth LLC

6.55K

Mar 31, 24

+6.55K

0.00%

PROVENCE WEALTH MANAGEMENT GROUP

157

Dec 31, 23

0.00%

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

21.73K

Sep 30, 23

-21.20K

0.01%

Icon Wealth Partners, LLC

10.90K

Sep 30, 23

0.00%

Steward Financial Group LLC

Sep 30, 23

+24

0.00%

PFS INVESTMENTS INC.

226.10K

Jun 30, 23

-3.89K

0.10%

LEO BROKERAGE, LLC

128.88K

Jun 30, 23

+1.07K

0.05%

BerganKDV Wealth Management, LLC

Jun 30, 23

-90

FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC

41.48K

Dec 31, 22

-30.83K

0.02%

Lehman & Derafelo Financial Resources LLC

Dec 31, 22

-116

WIPFLI FINANCIAL ADVISORS LLC,

8.04K

Sep 30, 22

+8.04K

0.00%

American Portfolios Advisors

660

Sep 30, 22

0.00%

Barrett Asset Management, LLC

4.17K

Mar 31, 22

-1.54K

0.00%

IndexIQ Advisors LLC

2.01K

Mar 31, 22

+2.01K

0.00%

Lenox Wealth Advisors, LLC

278

Mar 31, 22

+278

0.00%

Meristem Family Wealth, LLC

Mar 31, 22

-3.79K

QUEST CAPITAL MANAGEMENT INC /ADV

6.77K

Dec 31, 21

+6.77K

0.00%

NEXT Financial Group, Inc

1.17K

Dec 31, 21

+625

0.00%

Homrich & Berg

23.76K

Sep 30, 21

+18.71K

0.01%

FARR MILLER & WASHINGTON LLC/DC

5.12K

Sep 30, 21

0.00%

PNC Managed Account Solutions, Inc.

14.07K

Jun 30, 21

+14.07K

0.01%