JPMorgan BetaBuilders Japan ETF(BBJP)

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Institutional Ownership

Top 339 Institutional Holders

Holder	Shares	Date	Change	% Held
Global Wealth Strategies & Associates	--	Jun 30, 26	-4	--
JPMORGAN CHASE & CO	139.22M	Mar 31, 26	+2.14M	59.80%
MORGAN STANLEY	4.68M	Mar 31, 26	+3.32M	2.01%
Investure, LLC	3.29M	Mar 31, 26	+3.29M	1.41%
1607 Capital Partners, LLC	1.51M	Mar 31, 26	-186.75K	0.65%
BANK OF AMERICA CORP /DE/	1.25M	Mar 31, 26	+1.06M	0.54%
ALLIANCEBERNSTEIN L.P.	1.19M	Mar 31, 26	+381.19K	0.51%
HighTower Advisors, LLC	722.89K	Mar 31, 26	-55.34K	0.31%
Mirae Asset Global Investments Co., Ltd.	712.98K	Mar 31, 26	+69.39K	0.31%
UBS Group AG	504.25K	Mar 31, 26	+321.68K	0.22%
Korea Investment CORP	483.45K	Mar 31, 26	-330.75K	0.21%
Southern Farm Bureau Life Insurance	384.19K	Mar 31, 26	--	0.17%
LPL Financial LLC	376.53K	Mar 31, 26	+222.43K	0.16%
SENTINEL TRUST CO LBA	268.30K	Mar 31, 26	-32.50K	0.12%
Summit Trail Advisors, LLC	247.69K	Mar 31, 26	+70.22K	0.11%
Karpus Management, Inc.	230.74K	Mar 31, 26	+4.19K	0.10%
GTS SECURITIES LLC	206.53K	Mar 31, 26	+99.51K	0.09%
Jacobi Capital Management LLC	201.47K	Mar 31, 26	+5.00K	0.09%
GOLDMAN SACHS GROUP INC	187.77K	Mar 31, 26	+54.06K	0.08%
Eldridge Investment Advisors, Inc.	182.21K	Mar 31, 26	+5.20K	0.08%
FLOW TRADERS U.S. LLC	158.60K	Mar 31, 26	-1.03M	0.07%
Birch Hill Investment Advisors LLC	155.65K	Mar 31, 26	+5.97K	0.07%
Avidian Wealth Solutions, LLC	154.86K	Mar 31, 26	-58.56K	0.07%
PGIM Custom Harvest LLC	154.35K	Mar 31, 26	+20.76K	0.07%
UBS ASSET MANAGEMENT AMERICAS INC	138.43K	Mar 31, 26	+103.96K	0.06%
AMERIPRISE FINANCIAL INC	128.84K	Mar 31, 26	+33.91K	0.06%
Rockefeller Capital Management L.P.	110.90K	Mar 31, 26	-21.38K	0.05%
BESSEMER GROUP INC	110.21K	Mar 31, 26	-6.45K	0.05%
Vestmark Advisory Solutions, Inc.	103.03K	Mar 31, 26	+103.03K	0.04%
CVA Family Office, LLC	101.39K	Mar 31, 26	+321	0.04%
BigSur Wealth Management LLC	97.76K	Mar 31, 26	-6.20K	0.04%
ENVESTNET ASSET MANAGEMENT INC	79.79K	Mar 31, 26	+2.84K	0.03%
Clear Harbor Asset Management, LLC	74.13K	Mar 31, 26	+191	0.03%
New Vernon Capital Holdings II LLC	71.56K	Mar 31, 26	-51.20K	0.03%
Focus Financial Network, Inc.	70.25K	Mar 31, 26	+5.34K	0.03%
ROYAL BANK OF CANADA	68.29K	Mar 31, 26	-10.23K	0.03%
Quantinno Capital Management LP	62.77K	Mar 31, 26	+5.61K	0.03%
CWM, LLC	62.50K	Mar 31, 26	+5.40K	0.03%
Baird Financial Group, Inc.	60.26K	Mar 31, 26	-1.25K	0.03%
3EDGE Asset Management, LP	59.25K	Mar 31, 26	-2.16M	0.03%
EXENCIAL WEALTH ADVISORS, LLC	58.21K	Mar 31, 26	+5.07K	0.03%
RAYMOND JAMES FINANCIAL INC	56.77K	Mar 31, 26	+4.39K	0.02%
Mount Lucas Management LP	56.02K	Mar 31, 26	-2.72K	0.02%
BLAIR WILLIAM & CO/IL	55.99K	Mar 31, 26	+2.54K	0.02%
Birnam Oak Advisors, LP	55.00K	Mar 31, 26	--	0.02%
CHOREO, LLC	53.49K	Mar 31, 26	+1.02K	0.02%
OLD NATIONAL BANCORP /IN/	51.97K	Mar 31, 26	--	0.02%
Creative Planning	50.98K	Mar 31, 26	+31.17K	0.02%
Colony Group, LLC	47.86K	Mar 31, 26	+2.20K	0.02%
Avestar Capital, LLC	45.20K	Mar 31, 26	+1.67K	0.02%
ACIMA PRIVATE WEALTH, LLC	45.02K	Mar 31, 26	+21	0.02%
Gateway Wealth Partners, LLC	44.45K	Mar 31, 26	+44.45K	0.02%
CI Private Wealth, LLC	42.30K	Mar 31, 26	+828	0.02%
SYON CAPITAL LLC	40.84K	Mar 31, 26	+7.13K	0.02%
Advisor OS, LLC	39.03K	Mar 31, 26	+39.03K	0.02%
Equitable Holdings, Inc.	37.73K	Mar 31, 26	+29.84K	0.02%
FIFTH THIRD BANCORP	37.66K	Mar 31, 26	+37.66K	0.02%
Cerity Partners LLC	35.69K	Mar 31, 26	-46.12K	0.02%
LEAVELL INVESTMENT MANAGEMENT, INC.	34.76K	Mar 31, 26	+34.76K	0.01%
Interchange Capital Partners, LLC	33.78K	Mar 31, 26	+314	0.01%
NORTHERN TRUST CORP	32.28K	Mar 31, 26	-651	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	27.59K	Mar 31, 26	+14.48K	0.01%
FMR LLC	27.50K	Mar 31, 26	+7.39K	0.01%
Perigon Wealth Management, LLC	25.99K	Mar 31, 26	-126	0.01%
Cresset Asset Management, LLC	25.84K	Mar 31, 26	+13.90K	0.01%
Caprock Group, LLC	24.07K	Mar 31, 26	--	0.01%
CERTUITY, LLC	23.95K	Mar 31, 26	+20.63K	0.01%
Wealthfront Advisers LLC	22.57K	Mar 31, 26	+1.33K	0.01%
Y-Intercept (Hong Kong) Ltd	22.00K	Mar 31, 26	+22.00K	0.01%
MACKENZIE FINANCIAL CORP	21.82K	Mar 31, 26	+1.07K	0.01%
Empowered Funds, LLC	20.45K	Mar 31, 26	+20.45K	0.01%
Robertson Stephens Wealth Management, LLC	18.99K	Mar 31, 26	-478	0.01%
Ashton Thomas Private Wealth, LLC	17.69K	Mar 31, 26	-1.49K	0.01%
MERCER GLOBAL ADVISORS INC /ADV	16.27K	Mar 31, 26	-1.77K	0.01%
Steward Partners Investment Advisory, LLC	15.95K	Mar 31, 26	-1.25K	0.01%
FORTRESS PRIVATE LEDGER, LLC	15.61K	Mar 31, 26	+15.61K	0.01%
IEQ CAPITAL, LLC	15.58K	Mar 31, 26	+1.47K	0.01%
QUADRANT CAPITAL GROUP LLC	15.50K	Mar 31, 26	--	0.01%
Cetera Investment Advisers	15.14K	Mar 31, 26	+764	0.01%
Ballentine Partners, LLC	14.96K	Mar 31, 26	-1.59K	0.01%
Dorsey & Whitney Trust CO LLC	14.88K	Mar 31, 26	-91	0.01%
ASSETMARK, INC	14.34K	Mar 31, 26	+139	0.01%
Cloud Capital Management, LLC	13.72K	Mar 31, 26	--	0.01%
STEPHENS INC /AR/	12.73K	Mar 31, 26	+8.16K	0.01%
Bank of New York Mellon Corp	12.57K	Mar 31, 26	+4.60K	0.01%
Retirement Planning Group	11.99K	Mar 31, 26	+296	0.01%
Pathstone Holdings, LLC	11.98K	Mar 31, 26	-270	0.01%
HB Wealth Management, LLC	11.94K	Mar 31, 26	+5.97K	0.01%
HARBOUR INVESTMENTS, INC.	11.86K	Mar 31, 26	+411	0.01%
US BANCORP \DE\	11.48K	Mar 31, 26	-4.82K	0.00%
Icon Wealth Advisors, LLC	11.40K	Mar 31, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	11.39K	Mar 31, 26	--	0.00%
Sanctuary Advisors, LLC	11.14K	Mar 31, 26	+5.16K	0.00%
Kestra Advisory Services, LLC	10.09K	Mar 31, 26	+1.65K	0.00%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	10.05K	Mar 31, 26	-7.53K	0.00%
Mariner, LLC	9.90K	Mar 31, 26	+117	0.00%
ADVISOR GROUP HOLDINGS, INC.	9.85K	Mar 31, 26	-340	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	9.85K	Mar 31, 26	-912	0.00%
TRUIST FINANCIAL CORP	9.75K	Mar 31, 26	-125	0.00%
Geneos Wealth Management Inc.	9.46K	Mar 31, 26	+330	0.00%
AlphaCentric Advisors LLC	8.84K	Mar 31, 26	-188	0.00%
Patten Group, Inc.	8.71K	Mar 31, 26	+825	0.00%
WELLS FARGO & COMPANY/MN	8.45K	Mar 31, 26	+6.70K	0.00%
HRT FINANCIAL LP	8.22K	Mar 31, 26	+8.22K	0.00%
Waverly Advisors, LLC	8.10K	Mar 31, 26	+5.03K	0.00%
Morton Capital Management LLC/CA	7.68K	Mar 31, 26	--	0.00%
FSM Wealth Advisors, LLC	7.67K	Mar 31, 26	--	0.00%
Leo Wealth, LLC	7.60K	Mar 31, 26	+1.49K	0.00%
CAPTRUST FINANCIAL ADVISORS	7.60K	Mar 31, 26	-57	0.00%
PRIVATE TRUST CO NA	7.54K	Mar 31, 26	+137	0.00%
Inscription Capital, LLC	7.34K	Mar 31, 26	--	0.00%
AQR CAPITAL MANAGEMENT LLC	7.32K	Mar 31, 26	+3.51K	0.00%
Arkadios Wealth Advisors	7.28K	Mar 31, 26	-141	0.00%
Wealthspire Advisors, LLC	7.26K	Mar 31, 26	--	0.00%
Gotham Asset Management, LLC	7.11K	Mar 31, 26	--	0.00%
COMMONWEALTH EQUITY SERVICES, LLC	7.07K	Mar 31, 26	+809	0.00%
waypoint wealth counsel	6.88K	Mar 31, 26	--	0.00%
Cambridge Investment Research Advisors, Inc.	6.84K	Mar 31, 26	-191.74K	0.00%
SEVEN MILE ADVISORY	6.82K	Mar 31, 26	+6.82K	0.00%
Argent Trust Co	6.78K	Mar 31, 26	+60	0.00%
Farther Finance Advisors, LLC	6.58K	Mar 31, 26	+1	0.00%
Dakota Wealth Management	6.50K	Mar 31, 26	-65	0.00%
BROWN ADVISORY INC	6.36K	Mar 31, 26	+245	0.00%
Ironwood Investment Counsel, LLC	6.30K	Mar 31, 26	--	0.00%
FLPUTNAM INVESTMENT MANAGEMENT CO	6.15K	Mar 31, 26	+760	0.00%
Waterloo Capital, L.P.	5.86K	Mar 31, 26	-181	0.00%
Blue Edge Capital, LLC	5.85K	Mar 31, 26	--	0.00%
Krilogy Financial LLC	5.76K	Mar 31, 26	--	0.00%
Sowell Financial Services LLC	5.71K	Mar 31, 26	-1.03K	0.00%
Turtle Creek Wealth Advisors, LLC	5.53K	Mar 31, 26	+513	0.00%
SIMON QUICK ADVISORS, LLC	5.48K	Mar 31, 26	+388	0.00%
Yoffe Investment Management, LLC	5.42K	Mar 31, 26	--	0.00%
MML INVESTORS SERVICES, LLC	5.37K	Mar 31, 26	+1.07K	0.00%
CITADEL ADVISORS LLC	5.26K	Mar 31, 26	-350	0.00%
STIFEL FINANCIAL CORP	5.13K	Mar 31, 26	-2.81K	0.00%
Advisory Services Network, LLC	5.04K	Mar 31, 26	+5.04K	0.00%
PRINCIPAL SECURITIES, INC.	4.93K	Mar 31, 26	+4	0.00%
Fosun International Ltd	4.87K	Mar 31, 26	+4.87K	0.00%
Maia Wealth LLC	4.78K	Mar 31, 26	+4.78K	0.00%
RFG HOLDINGS, INC.	4.50K	Mar 31, 26	--	0.00%
Sierra Capital LLC	4.24K	Mar 31, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4.09K	Mar 31, 26	+108	0.00%
Tepp RIA, LLC	3.99K	Mar 31, 26	+3.99K	0.00%
EVERGREEN CAPITAL MANAGEMENT LLC	3.88K	Mar 31, 26	--	0.00%
Schrum Private Wealth Management LLC	3.85K	Mar 31, 26	+3.85K	0.00%
NewEdge Wealth, LLC	3.83K	Mar 31, 26	-3.06K	0.00%
AUGUSTINE ASSET MANAGEMENT INC	3.61K	Mar 31, 26	+3.61K	0.00%
Stonebrook Private Inc.	3.60K	Mar 31, 26	+3.60K	0.00%
Etesian Wealth Advisors, Inc.	3.59K	Mar 31, 26	-139	0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.53K	Mar 31, 26	-17.19K	0.00%
DIMENSION CAPITAL MANAGEMENT LLC	3.41K	Mar 31, 26	--	0.00%
Strategic Family Wealth Counselors, L.L.C.	3.40K	Mar 31, 26	--	0.00%
Joel Isaacson & Co., LLC	3.33K	Mar 31, 26	--	0.00%
EP Wealth Advisors, LLC	3.32K	Mar 31, 26	+3.32K	0.00%
WESTWOOD HOLDINGS GROUP INC	3.21K	Mar 31, 26	-102	0.00%
Independent Advisor Alliance	3.19K	Mar 31, 26	+3.19K	0.00%
KESTRA PRIVATE WEALTH SERVICES, LLC	3.17K	Mar 31, 26	-166	0.00%
MONETA GROUP INVESTMENT ADVISORS LLC	3.17K	Mar 31, 26	-306	0.00%
MISSION WEALTH MANAGEMENT, LP	3.15K	Mar 31, 26	--	0.00%
Abel Hall, LLC	3.08K	Mar 31, 26	--	0.00%
SIERRA SUMMIT ADVISORS LLC	3.02K	Mar 31, 26	+3.02K	0.00%
Evernest Financial Advisors, LLC	3.00K	Mar 31, 26	--	0.00%
GenTrust, LLC	2.94K	Mar 31, 26	+2.94K	0.00%
AIA Group Ltd	2.68K	Mar 31, 26	-14.06K	0.00%
CITIGROUP INC	2.66K	Mar 31, 26	+2.43K	0.00%
Arlington Trust Co LLC	2.16K	Mar 31, 26	+2.16K	0.00%
BEACON INVESTMENT ADVISORY SERVICES, INC.	2.08K	Mar 31, 26	+2.08K	0.00%
SBI Securities Co., Ltd.	1.97K	Mar 31, 26	+1.76K	0.00%
Destiny Wealth Partners, LLC	1.81K	Mar 31, 26	+1.81K	0.00%
AE Wealth Management LLC	1.75K	Mar 31, 26	+28	0.00%
Arkos Global Advisors	1.75K	Mar 31, 26	+1.75K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.74K	Mar 31, 26	-43	0.00%
Rice Partnership, LLC	1.32K	Mar 31, 26	+47	0.00%
BANK OF MONTREAL /CAN/	1.31K	Mar 31, 26	+391	0.00%
Vanguard National Trust Co	1.25K	Mar 31, 26	+1.25K	0.00%
ARMSTRONG ADVISORY GROUP, INC	1.24K	Mar 31, 26	--	0.00%
BlackRock, Inc.	1.20K	Mar 31, 26	-1.40K	0.00%
Larson Financial Group LLC	1.06K	Mar 31, 26	--	0.00%
TRUST CO OF TOLEDO NA /OH/	1.02K	Mar 31, 26	+967	0.00%
Ronald Blue Trust, Inc.	1.02K	Mar 31, 26	-18	0.00%
JONES FINANCIAL COMPANIES LLLP	936	Mar 31, 26	+904	0.00%
Allworth Financial LP	805	Mar 31, 26	+223	0.00%
ANGELES WEALTH MANAGEMENT, LLC	774	Mar 31, 26	--	0.00%
NewEdge Advisors, LLC	723	Mar 31, 26	+331	0.00%
Lavaca Capital LLC	722	Mar 31, 26	-414	0.00%
AdvisorNet Financial, Inc	584	Mar 31, 26	-26	0.00%
Avalon Trust Co	577	Mar 31, 26	--	0.00%
Spire Wealth Management	528	Mar 31, 26	--	0.00%
MATHER GROUP, LLC.	427	Mar 31, 26	+427	0.00%
Atlantic Union Bankshares Corp	423	Mar 31, 26	--	0.00%
NBC SECURITIES, INC.	373	Mar 31, 26	+373	0.00%
SRS Capital Advisors, Inc.	310	Mar 31, 26	+53	0.00%
HANTZ FINANCIAL SERVICES, INC.	268	Mar 31, 26	-37	0.00%
Strategic Wealth Partners, Ltd.	265	Mar 31, 26	--	0.00%
NATIONAL BANK OF CANADA /FI/	260	Mar 31, 26	--	0.00%
Richard Bernstein Advisors LLC	256	Mar 31, 26	+1	0.00%
Clearstead Advisors, LLC	256	Mar 31, 26	+256	0.00%
Parkside Financial Bank & Trust	248	Mar 31, 26	--	0.00%
ALBION FINANCIAL GROUP /UT	248	Mar 31, 26	--	0.00%
GAMMA Investing LLC	244	Mar 31, 26	+25	0.00%
BARTLETT & CO. WEALTH MANAGEMENT LLC	242	Mar 31, 26	+10	0.00%
Golden State Wealth Management, LLC	236	Mar 31, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	234	Mar 31, 26	+171	0.00%
Federation des caisses Desjardins du Quebec	233	Mar 31, 26	+233	0.00%
Smartleaf Asset Management LLC	228	Mar 31, 26	+186	0.00%
MAI Capital Management	218	Mar 31, 26	-121	0.00%
Archer Investment Corp	217	Mar 31, 26	--	0.00%
FRANKLIN RESOURCES INC	207	Mar 31, 26	--	0.00%
WHITTIER TRUST CO	205	Mar 31, 26	--	0.00%
TD Waterhouse Canada Inc.	200	Mar 31, 26	--	0.00%
Asset Dedication, LLC	190	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	188	Mar 31, 26	+53	0.00%
Founders Financial Alliance, LLC	188	Mar 31, 26	+188	0.00%
Breakwater Investment Management	183	Mar 31, 26	--	0.00%
Sound Income Strategies, LLC	181	Mar 31, 26	+181	0.00%
Newbridge Financial Services Group, Inc.	153	Mar 31, 26	--	0.00%
INVESTMENT COUNSEL CO OF NEVADA	149	Mar 31, 26	+149	0.00%
Center for Financial Planning, Inc.	147	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	147	Mar 31, 26	+147	0.00%
Kingdom Financial Group LLC.	147	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	140	Mar 31, 26	--	0.00%
IFP Advisors, Inc	140	Mar 31, 26	+36	0.00%
Mowery & Schoenfeld Wealth Management, LLC	118	Mar 31, 26	+118	0.00%
HHM Wealth Advisors, LLC	108	Mar 31, 26	--	0.00%
Greykasell Wealth Strategies, Inc.	102	Mar 31, 26	+102	0.00%
Inspire Investing, LLC	96	Mar 31, 26	--	0.00%
Aptus Capital Advisors, LLC	90	Mar 31, 26	-163	0.00%
Delos Wealth Advisors, LLC	80	Mar 31, 26	-126	0.00%
Riverview Trust Co	76	Mar 31, 26	+76	0.00%
CoreCap Advisors, LLC	73	Mar 31, 26	-95	0.00%
EverSource Wealth Advisors, LLC	71	Mar 31, 26	--	0.00%
MORRIS FINANCIAL CONCEPTS, INC.	65	Mar 31, 26	--	0.00%
Activest Wealth Management	48	Mar 31, 26	--	0.00%
McIlrath & Eck, LLC	42	Mar 31, 26	--	0.00%
Glen Eagle Advisors, LLC	35	Mar 31, 26	--	0.00%
Triumph Capital Management	35	Mar 31, 26	--	0.00%
Eukles Asset Management	28	Mar 31, 26	--	0.00%
Fortis Group Advisors, LLC	26	Mar 31, 26	--	0.00%
SIMPLEX TRADING, LLC	25	Mar 31, 26	+25	0.00%
Granite FO LLC	24	Mar 31, 26	--	0.00%
Rialto Wealth Management, LLC	23	Mar 31, 26	+23	0.00%
Cassaday & Co Wealth Management LLC	17	Mar 31, 26	+17	0.00%
ROTHSCHILD INVESTMENT LLC	8	Mar 31, 26	+8	0.00%
CENTRAL TRUST Co	4	Mar 31, 26	--	0.00%
Marquette Asset Management, LLC	--	Mar 31, 26	-1.10K	--
SIGNATUREFD, LLC	--	Mar 31, 26	-643	--
DIVERSIFY WEALTH MANAGEMENT, LLC	--	Mar 31, 26	-3.45K	--
HALLMARK CAPITAL MANAGEMENT INC	--	Mar 31, 26	-225	--
TFB Advisors LLC	--	Mar 31, 26	-3.17K	--
Keel Point, LLC	--	Mar 31, 26	-113.27K	--
Pacifica Partners Inc.	--	Mar 31, 26	-110	--
TCTC Holdings, LLC	--	Mar 31, 26	-805	--
Gibbs Wealth Management	--	Mar 31, 26	-6.83K	--
Madison Asset Management, LLC	--	Mar 31, 26	-8.41K	--
Avos Capital Management, LLC	--	Mar 31, 26	-18.91K	--
SAPIENT CAPITAL LLC	--	Mar 31, 26	-6.68K	--
LAIRD NORTON TRUST COMPANY, LLC	--	Mar 31, 26	-3.48K	--
CERTIOR FINANCIAL GROUP, LLC	--	Mar 31, 26	-56.35K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-39.11K	--
Wallace Advisory Group, LLC	--	Mar 31, 26	-24.59K	--
Modern Wealth Management, LLC	--	Mar 31, 26	-4.21K	--
BASSO CAPITAL MANAGEMENT, L.P.	--	Mar 31, 26	-13.95K	--
Qube Research & Technologies Ltd	--	Mar 31, 26	-22.11K	--
D. E. Shaw & Co., Inc.	--	Mar 31, 26	-10.39K	--
Prosperity Consulting Group, LLC	--	Mar 31, 26	-14.03K	--
REGIMEN WEALTH, LLC	--	Mar 31, 26	-5.48K	--
NORDEN GROUP LLC	--	Mar 31, 26	-14.14K	--
Financial Network Wealth Advisors LLC	--	Mar 31, 26	-11.14K	--
Rinkey Investments	--	Mar 31, 26	-3.06K	--
Marshall & Sterling Wealth Advisors Inc.	--	Mar 31, 26	-40	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-29	--
RICHARDSON FINANCIAL SERVICES INC.	--	Mar 31, 26	-61	--
Plante Moran Financial Advisors, LLC	--	Mar 31, 26	-198	--
Rossby Financial, LCC	--	Mar 31, 26	-52	--
Diversify Advisory Services, LLC	--	Mar 31, 26	-8.05K	--
Portside Wealth Group, LLC	--	Mar 31, 26	-71.27K	--
Foundations Investment Advisors, LLC	--	Mar 31, 26	-3.08K	--
HUNTINGTON NATIONAL BANK	--	Mar 31, 26	-33	--
BOKF, NA	--	Mar 31, 26	-1.22K	--
Alliance Wealth Advisors, LLC /UT	--	Mar 31, 26	-78.53K	--
Bogart Wealth, LLC	--	Mar 31, 26	-77	--
Laurel Wealth Advisors LLC	--	Mar 31, 26	-218	--
Orion Capital Management LLC	--	Mar 31, 26	-771	--
Spears Abacus Advisors LLC	--	Mar 31, 26	-3.59K	--
Quadrature Capital Ltd	--	Mar 31, 26	-536.71K	--
BANK OF NOVA SCOTIA	--	Mar 31, 26	-71.70K	--
Dauntless Investment Group, LLC	--	Mar 31, 26	-6.16K	--
PROVIDA PENSION FUND ADMINISTRATOR	1.14M	Dec 31, 25	+41.35K	0.49%
COMERICA BANK	31.71K	Dec 31, 25	-3.04K	0.01%
One Wealth Management Investment & Advisory Services, LLC	6.52K	Dec 31, 25	--	0.00%
CIBC Private Wealth Group, LLC	2.58K	Dec 31, 25	+1.15K	0.00%
Global Retirement Partners, LLC	1.87K	Dec 31, 25	-11	0.00%
LM Advisors LLC	346	Dec 31, 25	-4.90K	0.00%
SageView Advisory Group, LLC	210	Dec 31, 25	+210	0.00%
TRUST CO OF VERMONT	131	Dec 31, 25	--	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%
First Horizon Advisors, Inc.	--	Jun 30, 25	-33	--
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-10.74K	--
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%
BOSTON FINANCIAL MANGEMENT LLC	--	Dec 31, 24	-3.44K	--
WINTRUST INVESTMENTS LLC	--	Dec 31, 24	-534	--
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%
SYSTM Wealth Solutions LLC	--	Sep 30, 24	-35	--
CARY STREET PARTNERS ASSET MANAGEMENT LLC	--	Sep 30, 24	-4.38K	--
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	0.66%
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	0.06%
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

Global Wealth Strategies & Associates

Jun 30, 26

-4

JPMORGAN CHASE & CO

139.22M

Mar 31, 26

+2.14M

59.80%

MORGAN STANLEY

4.68M

Mar 31, 26

+3.32M

2.01%

Investure, LLC

3.29M

Mar 31, 26

+3.29M

1.41%

1607 Capital Partners, LLC

1.51M

Mar 31, 26

-186.75K

0.65%

BANK OF AMERICA CORP /DE/

1.25M

Mar 31, 26

+1.06M

0.54%

ALLIANCEBERNSTEIN L.P.

1.19M

Mar 31, 26

+381.19K

0.51%

HighTower Advisors, LLC

722.89K

Mar 31, 26

-55.34K

0.31%

Mirae Asset Global Investments Co., Ltd.

712.98K

Mar 31, 26

+69.39K

0.31%

UBS Group AG

504.25K

Mar 31, 26

+321.68K

0.22%

Korea Investment CORP

483.45K

Mar 31, 26

-330.75K

0.21%

Southern Farm Bureau Life Insurance

384.19K

Mar 31, 26

0.17%

LPL Financial LLC

376.53K

Mar 31, 26

+222.43K

0.16%

SENTINEL TRUST CO LBA

268.30K

Mar 31, 26

-32.50K

0.12%

Summit Trail Advisors, LLC

247.69K

Mar 31, 26

+70.22K

0.11%

Karpus Management, Inc.

230.74K

Mar 31, 26

+4.19K

0.10%

GTS SECURITIES LLC

206.53K

Mar 31, 26

+99.51K

0.09%

Jacobi Capital Management LLC

201.47K

Mar 31, 26

+5.00K

0.09%

GOLDMAN SACHS GROUP INC

187.77K

Mar 31, 26

+54.06K

0.08%

Eldridge Investment Advisors, Inc.

182.21K

Mar 31, 26

+5.20K

0.08%

FLOW TRADERS U.S. LLC

158.60K

Mar 31, 26

-1.03M

0.07%

Birch Hill Investment Advisors LLC

155.65K

Mar 31, 26

+5.97K

0.07%

Avidian Wealth Solutions, LLC

154.86K

Mar 31, 26

-58.56K

0.07%

PGIM Custom Harvest LLC

154.35K

Mar 31, 26

+20.76K

0.07%

UBS ASSET MANAGEMENT AMERICAS INC

138.43K

Mar 31, 26

+103.96K

0.06%

AMERIPRISE FINANCIAL INC

128.84K

Mar 31, 26

+33.91K

0.06%

Rockefeller Capital Management L.P.

110.90K

Mar 31, 26

-21.38K

0.05%

BESSEMER GROUP INC

110.21K

Mar 31, 26

-6.45K

0.05%

Vestmark Advisory Solutions, Inc.

103.03K

Mar 31, 26

+103.03K

0.04%

CVA Family Office, LLC

101.39K

Mar 31, 26

+321

0.04%

BigSur Wealth Management LLC

97.76K

Mar 31, 26

-6.20K

0.04%

ENVESTNET ASSET MANAGEMENT INC

79.79K

Mar 31, 26

+2.84K

0.03%

Clear Harbor Asset Management, LLC

74.13K

Mar 31, 26

+191

0.03%

New Vernon Capital Holdings II LLC

71.56K

Mar 31, 26

-51.20K

0.03%

Focus Financial Network, Inc.

70.25K

Mar 31, 26

+5.34K

0.03%

ROYAL BANK OF CANADA

68.29K

Mar 31, 26

-10.23K

0.03%

Quantinno Capital Management LP

62.77K

Mar 31, 26

+5.61K

0.03%

CWM, LLC

62.50K

Mar 31, 26

+5.40K

0.03%

Baird Financial Group, Inc.

60.26K

Mar 31, 26

-1.25K

0.03%

3EDGE Asset Management, LP

59.25K

Mar 31, 26

-2.16M

0.03%

EXENCIAL WEALTH ADVISORS, LLC

58.21K

Mar 31, 26

+5.07K

0.03%

RAYMOND JAMES FINANCIAL INC

56.77K

Mar 31, 26

+4.39K

0.02%

Mount Lucas Management LP

56.02K

Mar 31, 26

-2.72K

0.02%

BLAIR WILLIAM & CO/IL

55.99K

Mar 31, 26

+2.54K

0.02%

Birnam Oak Advisors, LP

55.00K

Mar 31, 26

0.02%

CHOREO, LLC

53.49K

Mar 31, 26

+1.02K

0.02%

OLD NATIONAL BANCORP /IN/

51.97K

Mar 31, 26

0.02%

Creative Planning

50.98K

Mar 31, 26

+31.17K

0.02%

Colony Group, LLC

47.86K

Mar 31, 26

+2.20K

0.02%

Avestar Capital, LLC

45.20K

Mar 31, 26

+1.67K

0.02%

ACIMA PRIVATE WEALTH, LLC

45.02K

Mar 31, 26

+21

0.02%

Gateway Wealth Partners, LLC

44.45K

Mar 31, 26

+44.45K

0.02%

CI Private Wealth, LLC

42.30K

Mar 31, 26

+828

0.02%

SYON CAPITAL LLC

40.84K

Mar 31, 26

+7.13K

0.02%

Advisor OS, LLC

39.03K

Mar 31, 26

+39.03K

0.02%

Equitable Holdings, Inc.

37.73K

Mar 31, 26

+29.84K

0.02%

FIFTH THIRD BANCORP

37.66K

Mar 31, 26

+37.66K

0.02%

Cerity Partners LLC

35.69K

Mar 31, 26

-46.12K

0.02%

LEAVELL INVESTMENT MANAGEMENT, INC.

34.76K

Mar 31, 26

+34.76K

0.01%

Interchange Capital Partners, LLC

33.78K

Mar 31, 26

+314

0.01%

NORTHERN TRUST CORP

32.28K

Mar 31, 26

-651

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

27.59K

Mar 31, 26

+14.48K

0.01%

FMR LLC

27.50K

Mar 31, 26

+7.39K

0.01%

Perigon Wealth Management, LLC

25.99K

Mar 31, 26

-126

0.01%

Cresset Asset Management, LLC

25.84K

Mar 31, 26

+13.90K

0.01%

Caprock Group, LLC

24.07K

Mar 31, 26

0.01%

CERTUITY, LLC

23.95K

Mar 31, 26

+20.63K

0.01%

Wealthfront Advisers LLC

22.57K

Mar 31, 26

+1.33K

0.01%

Y-Intercept (Hong Kong) Ltd

22.00K

Mar 31, 26

+22.00K

0.01%

MACKENZIE FINANCIAL CORP

21.82K

Mar 31, 26

+1.07K

0.01%

Empowered Funds, LLC

20.45K

Mar 31, 26

+20.45K

0.01%

Robertson Stephens Wealth Management, LLC

18.99K

Mar 31, 26

-478

0.01%

Ashton Thomas Private Wealth, LLC

17.69K

Mar 31, 26

-1.49K

0.01%

MERCER GLOBAL ADVISORS INC /ADV

16.27K

Mar 31, 26

-1.77K

0.01%

Steward Partners Investment Advisory, LLC

15.95K

Mar 31, 26

-1.25K

0.01%

FORTRESS PRIVATE LEDGER, LLC

15.61K

Mar 31, 26

+15.61K

0.01%

IEQ CAPITAL, LLC

15.58K

Mar 31, 26

+1.47K

0.01%

QUADRANT CAPITAL GROUP LLC

15.50K

Mar 31, 26

0.01%

Cetera Investment Advisers

15.14K

Mar 31, 26

+764

0.01%

Ballentine Partners, LLC

14.96K

Mar 31, 26

-1.59K

0.01%

Dorsey & Whitney Trust CO LLC

14.88K

Mar 31, 26

-91

0.01%

ASSETMARK, INC

14.34K

Mar 31, 26

+139

0.01%

Cloud Capital Management, LLC

13.72K

Mar 31, 26

0.01%

STEPHENS INC /AR/

12.73K

Mar 31, 26

+8.16K

0.01%

Bank of New York Mellon Corp

12.57K

Mar 31, 26

+4.60K

0.01%

Retirement Planning Group

11.99K

Mar 31, 26

+296

0.01%

Pathstone Holdings, LLC

11.98K

Mar 31, 26

-270

0.01%

HB Wealth Management, LLC

11.94K

Mar 31, 26

+5.97K

0.01%

HARBOUR INVESTMENTS, INC.

11.86K

Mar 31, 26

+411

0.01%

US BANCORP \DE\

11.48K

Mar 31, 26

-4.82K

0.00%

Icon Wealth Advisors, LLC

11.40K

Mar 31, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

11.39K

Mar 31, 26

0.00%

Sanctuary Advisors, LLC

11.14K

Mar 31, 26

+5.16K

0.00%

Kestra Advisory Services, LLC

10.09K

Mar 31, 26

+1.65K

0.00%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

10.05K

Mar 31, 26

-7.53K

0.00%

Mariner, LLC

9.90K

Mar 31, 26

+117

0.00%

ADVISOR GROUP HOLDINGS, INC.

9.85K

Mar 31, 26

-340

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

9.85K

Mar 31, 26

-912

0.00%

TRUIST FINANCIAL CORP

9.75K

Mar 31, 26

-125

0.00%

Geneos Wealth Management Inc.

9.46K

Mar 31, 26

+330

0.00%

AlphaCentric Advisors LLC

8.84K

Mar 31, 26

-188

0.00%

Patten Group, Inc.

8.71K

Mar 31, 26

+825

0.00%

WELLS FARGO & COMPANY/MN

8.45K

Mar 31, 26

+6.70K

0.00%

HRT FINANCIAL LP

8.22K

Mar 31, 26

+8.22K

0.00%

Waverly Advisors, LLC

8.10K

Mar 31, 26

+5.03K

0.00%

Morton Capital Management LLC/CA

7.68K

Mar 31, 26

0.00%

FSM Wealth Advisors, LLC

7.67K

Mar 31, 26

0.00%

Leo Wealth, LLC

7.60K

Mar 31, 26

+1.49K

0.00%

CAPTRUST FINANCIAL ADVISORS

7.60K

Mar 31, 26

-57

0.00%

PRIVATE TRUST CO NA

7.54K

Mar 31, 26

+137

0.00%

Inscription Capital, LLC

7.34K

Mar 31, 26

0.00%

AQR CAPITAL MANAGEMENT LLC

7.32K

Mar 31, 26

+3.51K

0.00%

Arkadios Wealth Advisors

7.28K

Mar 31, 26

-141

0.00%

Wealthspire Advisors, LLC

7.26K

Mar 31, 26

0.00%

Gotham Asset Management, LLC

7.11K

Mar 31, 26

0.00%

COMMONWEALTH EQUITY SERVICES, LLC

7.07K

Mar 31, 26

+809

0.00%

waypoint wealth counsel

6.88K

Mar 31, 26

0.00%

Cambridge Investment Research Advisors, Inc.

6.84K

Mar 31, 26

-191.74K

0.00%

SEVEN MILE ADVISORY

6.82K

Mar 31, 26

+6.82K

0.00%

Argent Trust Co

6.78K

Mar 31, 26

+60

0.00%

Farther Finance Advisors, LLC

6.58K

Mar 31, 26

0.00%

Dakota Wealth Management

6.50K

Mar 31, 26

-65

0.00%

BROWN ADVISORY INC

6.36K

Mar 31, 26

+245

0.00%

Ironwood Investment Counsel, LLC

6.30K

Mar 31, 26

0.00%

FLPUTNAM INVESTMENT MANAGEMENT CO

6.15K

Mar 31, 26

+760

0.00%

Waterloo Capital, L.P.

5.86K

Mar 31, 26

-181

0.00%

Blue Edge Capital, LLC

5.85K

Mar 31, 26

0.00%

Krilogy Financial LLC

5.76K

Mar 31, 26

0.00%

Sowell Financial Services LLC

5.71K

Mar 31, 26

-1.03K

0.00%

Turtle Creek Wealth Advisors, LLC

5.53K

Mar 31, 26

+513

0.00%

SIMON QUICK ADVISORS, LLC

5.48K

Mar 31, 26

+388

0.00%

Yoffe Investment Management, LLC

5.42K

Mar 31, 26

0.00%

MML INVESTORS SERVICES, LLC

5.37K

Mar 31, 26

+1.07K

0.00%

CITADEL ADVISORS LLC

5.26K

Mar 31, 26

-350

0.00%

STIFEL FINANCIAL CORP

5.13K

Mar 31, 26

-2.81K

0.00%

Advisory Services Network, LLC

5.04K

Mar 31, 26

+5.04K

0.00%

PRINCIPAL SECURITIES, INC.

4.93K

Mar 31, 26

0.00%

Fosun International Ltd

4.87K

Mar 31, 26

+4.87K

0.00%

Maia Wealth LLC

4.78K

Mar 31, 26

+4.78K

0.00%

RFG HOLDINGS, INC.

4.50K

Mar 31, 26

0.00%

Sierra Capital LLC

4.24K

Mar 31, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

4.09K

Mar 31, 26

+108

0.00%

Tepp RIA, LLC

3.99K

Mar 31, 26

+3.99K

0.00%

EVERGREEN CAPITAL MANAGEMENT LLC

3.88K

Mar 31, 26

0.00%

Schrum Private Wealth Management LLC

3.85K

Mar 31, 26

+3.85K

0.00%

NewEdge Wealth, LLC

3.83K

Mar 31, 26

-3.06K

0.00%

AUGUSTINE ASSET MANAGEMENT INC

3.61K

Mar 31, 26

+3.61K

0.00%

Stonebrook Private Inc.

3.60K

Mar 31, 26

+3.60K

0.00%

Etesian Wealth Advisors, Inc.

3.59K

Mar 31, 26

-139

0.00%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

3.53K

Mar 31, 26

-17.19K

0.00%

DIMENSION CAPITAL MANAGEMENT LLC

3.41K

Mar 31, 26

0.00%

Strategic Family Wealth Counselors, L.L.C.

3.40K

Mar 31, 26

0.00%

Joel Isaacson & Co., LLC

3.33K

Mar 31, 26

0.00%

EP Wealth Advisors, LLC

3.32K

Mar 31, 26

+3.32K

0.00%

WESTWOOD HOLDINGS GROUP INC

3.21K

Mar 31, 26

-102

0.00%

Independent Advisor Alliance

3.19K

Mar 31, 26

+3.19K

0.00%

KESTRA PRIVATE WEALTH SERVICES, LLC

3.17K

Mar 31, 26

-166

0.00%

MONETA GROUP INVESTMENT ADVISORS LLC

3.17K

Mar 31, 26

-306

0.00%

MISSION WEALTH MANAGEMENT, LP

3.15K

Mar 31, 26

0.00%

Abel Hall, LLC

3.08K

Mar 31, 26

0.00%

SIERRA SUMMIT ADVISORS LLC

3.02K

Mar 31, 26

+3.02K

0.00%

Evernest Financial Advisors, LLC

3.00K

Mar 31, 26

0.00%

GenTrust, LLC

2.94K

Mar 31, 26

+2.94K

0.00%

AIA Group Ltd

2.68K

Mar 31, 26

-14.06K

0.00%

CITIGROUP INC

2.66K

Mar 31, 26

+2.43K

0.00%

Arlington Trust Co LLC

2.16K

Mar 31, 26

+2.16K

0.00%

BEACON INVESTMENT ADVISORY SERVICES, INC.

2.08K

Mar 31, 26

+2.08K

0.00%

SBI Securities Co., Ltd.

1.97K

Mar 31, 26

+1.76K

0.00%

Destiny Wealth Partners, LLC

1.81K

Mar 31, 26

+1.81K

0.00%

AE Wealth Management LLC

1.75K

Mar 31, 26

+28

0.00%

Arkos Global Advisors

1.75K

Mar 31, 26

+1.75K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.74K

Mar 31, 26

-43

0.00%

Rice Partnership, LLC

1.32K

Mar 31, 26

+47

0.00%

BANK OF MONTREAL /CAN/

1.31K

Mar 31, 26

+391

0.00%

Vanguard National Trust Co

1.25K

Mar 31, 26

+1.25K

0.00%

ARMSTRONG ADVISORY GROUP, INC

1.24K

Mar 31, 26

0.00%

BlackRock, Inc.

1.20K

Mar 31, 26

-1.40K

0.00%

Larson Financial Group LLC

1.06K

Mar 31, 26

0.00%

TRUST CO OF TOLEDO NA /OH/

1.02K

Mar 31, 26

+967

0.00%

Ronald Blue Trust, Inc.

1.02K

Mar 31, 26

-18

0.00%

JONES FINANCIAL COMPANIES LLLP

936

Mar 31, 26

+904

0.00%

Allworth Financial LP

805

Mar 31, 26

+223

0.00%

ANGELES WEALTH MANAGEMENT, LLC

774

Mar 31, 26

0.00%

NewEdge Advisors, LLC

723

Mar 31, 26

+331

0.00%

Lavaca Capital LLC

722

Mar 31, 26

-414

0.00%

AdvisorNet Financial, Inc

584

Mar 31, 26

-26

0.00%

Avalon Trust Co

577

Mar 31, 26

0.00%

Spire Wealth Management

528

Mar 31, 26

0.00%

MATHER GROUP, LLC.

427

Mar 31, 26

+427

0.00%

Atlantic Union Bankshares Corp

423

Mar 31, 26

0.00%

NBC SECURITIES, INC.

373

Mar 31, 26

+373

0.00%

SRS Capital Advisors, Inc.

310

Mar 31, 26

+53

0.00%

HANTZ FINANCIAL SERVICES, INC.

268

Mar 31, 26

-37

0.00%

Strategic Wealth Partners, Ltd.

265

Mar 31, 26

0.00%

NATIONAL BANK OF CANADA /FI/

260

Mar 31, 26

0.00%

Richard Bernstein Advisors LLC

256

Mar 31, 26

0.00%

Clearstead Advisors, LLC

256

Mar 31, 26

+256

0.00%

Parkside Financial Bank & Trust

248

Mar 31, 26

0.00%

ALBION FINANCIAL GROUP /UT

248

Mar 31, 26

0.00%

GAMMA Investing LLC

244

Mar 31, 26

+25

0.00%

BARTLETT & CO. WEALTH MANAGEMENT LLC

242

Mar 31, 26

+10

0.00%

Golden State Wealth Management, LLC

236

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

234

Mar 31, 26

+171

0.00%

Federation des caisses Desjardins du Quebec

233

Mar 31, 26

+233

0.00%

Smartleaf Asset Management LLC

228

Mar 31, 26

+186

0.00%

MAI Capital Management

218

Mar 31, 26

-121

0.00%

Archer Investment Corp

217

Mar 31, 26

0.00%

FRANKLIN RESOURCES INC

207

Mar 31, 26

0.00%

WHITTIER TRUST CO

205

Mar 31, 26

0.00%

TD Waterhouse Canada Inc.

200

Mar 31, 26

0.00%

Asset Dedication, LLC

190

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

188

Mar 31, 26

+53

0.00%

Founders Financial Alliance, LLC

188

Mar 31, 26

+188

0.00%

Breakwater Investment Management

183

Mar 31, 26

0.00%

Sound Income Strategies, LLC

181

Mar 31, 26

+181

0.00%

Newbridge Financial Services Group, Inc.

153

Mar 31, 26

0.00%

INVESTMENT COUNSEL CO OF NEVADA

149

Mar 31, 26

+149

0.00%

Center for Financial Planning, Inc.

147

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

147

Mar 31, 26

+147

0.00%

Kingdom Financial Group LLC.

147

Mar 31, 26

0.00%

Root Financial Partners, LLC

140

Mar 31, 26

0.00%

IFP Advisors, Inc

140

Mar 31, 26

+36

0.00%

Mowery & Schoenfeld Wealth Management, LLC

118

Mar 31, 26

+118

0.00%

HHM Wealth Advisors, LLC

108

Mar 31, 26

0.00%

Greykasell Wealth Strategies, Inc.

102

Mar 31, 26

+102

0.00%

Inspire Investing, LLC

Mar 31, 26

0.00%

Aptus Capital Advisors, LLC

Mar 31, 26

-163

0.00%

Delos Wealth Advisors, LLC

Mar 31, 26

-126

0.00%

Riverview Trust Co

Mar 31, 26

+76

0.00%

CoreCap Advisors, LLC

Mar 31, 26

-95

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

0.00%

MORRIS FINANCIAL CONCEPTS, INC.

Mar 31, 26

0.00%

Activest Wealth Management

Mar 31, 26

0.00%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

Glen Eagle Advisors, LLC

Mar 31, 26

0.00%

Triumph Capital Management

Mar 31, 26

0.00%

Eukles Asset Management

Mar 31, 26

0.00%

Fortis Group Advisors, LLC

Mar 31, 26

0.00%

SIMPLEX TRADING, LLC

Mar 31, 26

+25

0.00%

Granite FO LLC

Mar 31, 26

0.00%

Rialto Wealth Management, LLC

Mar 31, 26

+23

0.00%

Cassaday & Co Wealth Management LLC

Mar 31, 26

+17

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

CENTRAL TRUST Co

Mar 31, 26

0.00%

Marquette Asset Management, LLC

Mar 31, 26

-1.10K

SIGNATUREFD, LLC

Mar 31, 26

-643

DIVERSIFY WEALTH MANAGEMENT, LLC

Mar 31, 26

-3.45K

HALLMARK CAPITAL MANAGEMENT INC

Mar 31, 26

-225

TFB Advisors LLC

Mar 31, 26

-3.17K

Keel Point, LLC

Mar 31, 26

-113.27K

Pacifica Partners Inc.

Mar 31, 26

-110

TCTC Holdings, LLC

Mar 31, 26

-805

Gibbs Wealth Management

Mar 31, 26

-6.83K

Madison Asset Management, LLC

Mar 31, 26

-8.41K

Avos Capital Management, LLC

Mar 31, 26

-18.91K

SAPIENT CAPITAL LLC

Mar 31, 26

-6.68K

LAIRD NORTON TRUST COMPANY, LLC

Mar 31, 26

-3.48K

CERTIOR FINANCIAL GROUP, LLC

Mar 31, 26

-56.35K

Arete Wealth Advisors, LLC

Mar 31, 26

-39.11K

Wallace Advisory Group, LLC

Mar 31, 26

-24.59K

Modern Wealth Management, LLC

Mar 31, 26

-4.21K

BASSO CAPITAL MANAGEMENT, L.P.

Mar 31, 26

-13.95K

Qube Research & Technologies Ltd

Mar 31, 26

-22.11K

D. E. Shaw & Co., Inc.

Mar 31, 26

-10.39K

Prosperity Consulting Group, LLC

Mar 31, 26

-14.03K

REGIMEN WEALTH, LLC

Mar 31, 26

-5.48K

NORDEN GROUP LLC

Mar 31, 26

-14.14K

Financial Network Wealth Advisors LLC

Mar 31, 26

-11.14K

Rinkey Investments

Mar 31, 26

-3.06K

Marshall & Sterling Wealth Advisors Inc.

Mar 31, 26

-40

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-29

RICHARDSON FINANCIAL SERVICES INC.

Mar 31, 26

-61

Plante Moran Financial Advisors, LLC

Mar 31, 26

-198

Rossby Financial, LCC

Mar 31, 26

-52

Diversify Advisory Services, LLC

Mar 31, 26

-8.05K

Portside Wealth Group, LLC

Mar 31, 26

-71.27K

Foundations Investment Advisors, LLC

Mar 31, 26

-3.08K

HUNTINGTON NATIONAL BANK

Mar 31, 26

-33

BOKF, NA

Mar 31, 26

-1.22K

Alliance Wealth Advisors, LLC /UT

Mar 31, 26

-78.53K

Bogart Wealth, LLC

Mar 31, 26

-77

Laurel Wealth Advisors LLC

Mar 31, 26

-218

Orion Capital Management LLC

Mar 31, 26

-771

Spears Abacus Advisors LLC

Mar 31, 26

-3.59K

Quadrature Capital Ltd

Mar 31, 26

-536.71K

BANK OF NOVA SCOTIA

Mar 31, 26

-71.70K

Dauntless Investment Group, LLC

Mar 31, 26

-6.16K

PROVIDA PENSION FUND ADMINISTRATOR

1.14M

Dec 31, 25

+41.35K

0.49%

COMERICA BANK

31.71K

Dec 31, 25

-3.04K

0.01%

One Wealth Management Investment & Advisory Services, LLC

6.52K

Dec 31, 25

0.00%

CIBC Private Wealth Group, LLC

2.58K

Dec 31, 25

+1.15K

0.00%

Global Retirement Partners, LLC

1.87K

Dec 31, 25

-11

0.00%

LM Advisors LLC

346

Dec 31, 25

-4.90K

0.00%

SageView Advisory Group, LLC

210

Dec 31, 25

+210

0.00%

TRUST CO OF VERMONT

131

Dec 31, 25

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%

First Horizon Advisors, Inc.

Jun 30, 25

-33

Atria Wealth Solutions, Inc.

Jun 30, 25

-10.74K

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%

BOSTON FINANCIAL MANGEMENT LLC

Dec 31, 24

-3.44K

WINTRUST INVESTMENTS LLC

Dec 31, 24

-534

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%

SYSTM Wealth Solutions LLC

Sep 30, 24

-35

CARY STREET PARTNERS ASSET MANAGEMENT LLC

Sep 30, 24

-4.38K

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

0.66%

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

0.06%

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%