JPMorgan BetaBuilders U.S. Equity ETF(BBUS)

$137.73—

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JPMorgan BetaBuilders U.S. Equity ETF(BBUS)

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$137.73—

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BBUS(BBUS)

BBUS

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 275 Institutional Holders

Holder	Shares	Date	Change	% Held
JPMORGAN CHASE & CO	6.60M	Jun 30, 26	+482.09K	10.39%
LPL Financial LLC	3.90M	Jun 30, 26	+561.11K	6.14%
MORGAN STANLEY	3.66M	Jun 30, 26	+519.19K	5.76%
Janney Montgomery Scott LLC	3.59M	Jun 30, 26	+3.59M	5.66%
Norinchukin Bank, The	2.46M	Jun 30, 26	--	3.87%
ENVESTNET ASSET MANAGEMENT INC	2.28M	Jun 30, 26	+233.80K	3.59%
Vestmark Advisory Solutions, Inc.	1.80M	Jun 30, 26	-172	2.83%
National Mutual Insurance Federation of Agricultural Cooperatives	1.27M	Jun 30, 26	--	2.01%
Cornerstone Wealth Management, LLC	662.35K	Jun 30, 26	-10.93K	1.04%
Wealth Group Ltd	628.52K	Jun 30, 26	+38.51K	0.99%
ASSETMARK, INC	628.00K	Jun 30, 26	+57.75K	0.99%
Integrated Wealth Concepts LLC	621.02K	Jun 30, 26	+59.91K	0.98%
RAYMOND JAMES FINANCIAL INC	592.22K	Jun 30, 26	+30.66K	0.93%
Cambridge Investment Research Advisors, Inc.	575.76K	Jun 30, 26	+56.34K	0.91%
Cetera Investment Advisers	575.46K	Jun 30, 26	+45.28K	0.91%
KELLY FINANCIAL GROUP LLC	525.85K	Jun 30, 26	+28.06K	0.83%
Perigon Wealth Management, LLC	475.75K	Jun 30, 26	+25.89K	0.75%
ADVISOR GROUP HOLDINGS, INC.	461.33K	Jun 30, 26	+174.40K	0.73%
UBS ASSET MANAGEMENT AMERICAS INC	425.16K	Jun 30, 26	--	0.67%
Tradition Wealth Management, LLC	414.00K	Jun 30, 26	+17.36K	0.65%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	291.36K	Jun 30, 26	-812	0.46%
MN Wealth Advisors, LLC	290.84K	Jun 30, 26	+37.03K	0.46%
MML INVESTORS SERVICES, LLC	259.07K	Jun 30, 26	+46.42K	0.41%
Robertson Stephens Wealth Management, LLC	251.98K	Jun 30, 26	-3.67K	0.40%
PARK AVENUE SECURITIES LLC	233.82K	Jun 30, 26	+233.82K	0.37%
DRIVE WEALTH MANAGEMENT, LLC	202.74K	Jun 30, 26	+34.24K	0.32%
AMERIPRISE FINANCIAL INC	182.31K	Jun 30, 26	+36.89K	0.29%
COMMONWEALTH EQUITY SERVICES, LLC	178.00K	Jun 30, 26	+10.67K	0.28%
Gradient Investments LLC	148.65K	Jun 30, 26	+1.42K	0.23%
5T Wealth, LLC	132.57K	Jun 30, 26	+2.57K	0.21%
Hopwood Nicholas Hunter	130.15K	Jun 30, 26	+8.30K	0.21%
IFG Advisory, LLC	121.69K	Jun 30, 26	+121.69K	0.19%
Bravias Capital Group, LLC	114.82K	Jun 30, 26	+1.16K	0.18%
GREAT VALLEY ADVISOR GROUP, INC.	114.08K	Jun 30, 26	+1.23K	0.18%
UNIQUE WEALTH, LLC	105.56K	Jun 30, 26	+40.09K	0.17%
CreativeOne Wealth, LLC	104.93K	Jun 30, 26	-2.17K	0.17%
Aptus Capital Advisors, LLC	104.76K	Jun 30, 26	+17.27K	0.17%
FLORIDA FINANCIAL ADVISORS, LLC	104.33K	Jun 30, 26	+1.90K	0.16%
Ascent Group, LLC	97.52K	Jun 30, 26	+1.57K	0.15%
ROYAL BANK OF CANADA	89.04K	Jun 30, 26	+7.77K	0.14%
SCHMIDT P J INVESTMENT MANAGEMENT INC	77.74K	Jun 30, 26	-1.06K	0.12%
Private Advisor Group, LLC	74.41K	Jun 30, 26	-26.90K	0.12%
Equitable Holdings, Inc.	70.69K	Jun 30, 26	+28.22K	0.11%
Rosenberg Matthew Hamilton	69.85K	Jun 30, 26	+3.81K	0.11%
MASSMUTUAL TRUST CO FSB/ADV	68.19K	Jun 30, 26	-6.48K	0.11%
Farther Finance Advisors, LLC	67.98K	Jun 30, 26	+43.72K	0.11%
Elevation Wealth Management LLC	63.81K	Jun 30, 26	-1.09K	0.10%
Alpha Advisors, LLC/VA	59.59K	Jun 30, 26	-20.82K	0.09%
Golden State Wealth Management, LLC	58.42K	Jun 30, 26	-26.88K	0.09%
Wayfinding Financial, LLC	52.78K	Jun 30, 26	-1.30K	0.08%
LAKE STREET FINANCIAL LLC	50.93K	Jun 30, 26	-2.92K	0.08%
3Chopt Investment Partners, LLC	47.01K	Jun 30, 26	-2.29K	0.07%
IFP Advisors, Inc	46.03K	Jun 30, 26	+7.07K	0.07%
MGO ONE SEVEN LLC	40.97K	Jun 30, 26	-48	0.06%
Legacy Edge Advisors, LLC	39.60K	Jun 30, 26	+2.40K	0.06%
Triad Wealth Partners, LLC	38.22K	Jun 30, 26	+6	0.06%
NewEdge Advisors, LLC	36.15K	Jun 30, 26	-16.66K	0.06%
HRT FINANCIAL LP	35.81K	Jun 30, 26	+30.54K	0.06%
Creative Planning	34.93K	Jun 30, 26	-6.46K	0.06%
Fingerlakes Wealth Management, Inc.	33.38K	Jun 30, 26	+3.21K	0.05%
LOCKERMAN FINANCIAL GROUP, INC.	31.73K	Jun 30, 26	+1.99K	0.05%
Vise Technologies, Inc.	31.10K	Jun 30, 26	+31.10K	0.05%
Miracle Mile Advisors, LLC	30.25K	Jun 30, 26	-302	0.05%
Archer Investment Management, LLC	29.77K	Jun 30, 26	+3.44K	0.05%
SILVERLAKE WEALTH MANAGEMENT LLC	29.76K	Jun 30, 26	+10.04K	0.05%
AdvisorNet Financial, Inc	29.32K	Jun 30, 26	+4.23K	0.05%
THRIVENT FINANCIAL FOR LUTHERANS	27.09K	Jun 30, 26	+499	0.04%
Clear Creek Financial Management, LLC	26.53K	Jun 30, 26	-1.18K	0.04%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	25.41K	Jun 30, 26	+4.74K	0.04%
FIRETHORN WEALTH PARTNERS, LLC	24.83K	Jun 30, 26	-1.62K	0.04%
Jacobi Capital Management LLC	24.14K	Jun 30, 26	+1.49K	0.04%
Merited Wealth, LLC	22.94K	Jun 30, 26	-257	0.04%
BANK OF AMERICA CORP /DE/	22.79K	Jun 30, 26	+1.44K	0.04%
GOLDMAN SACHS GROUP INC	21.36K	Jun 30, 26	+19.38K	0.03%
Gateway Wealth Partners, LLC	21.20K	Jun 30, 26	-23.33K	0.03%
GeoWealth Management, LLC	20.98K	Jun 30, 26	+424	0.03%
Americana Partners, LLC	20.41K	Jun 30, 26	+20.41K	0.03%
XTX Topco Ltd	20.35K	Jun 30, 26	+20.35K	0.03%
SUTTON PLACE INVESTORS LLC	20.00K	Jun 30, 26	+115	0.03%
Emergent Wealth Advisors, LLC	19.70K	Jun 30, 26	-76	0.03%
SAGESPRING WEALTH PARTNERS, LLC	19.54K	Jun 30, 26	+19.54K	0.03%
IAG Wealth Partners, LLC	19.22K	Jun 30, 26	-715	0.03%
Envestnet Portfolio Solutions, Inc.	18.87K	Jun 30, 26	+9.91K	0.03%
VestGen Advisors, LLC	18.68K	Jun 30, 26	+782	0.03%
Mattson Financial Services, LLC	15.94K	Jun 30, 26	+47	0.03%
TWIN PEAKS WEALTH ADVISORS, LLC	15.62K	Jun 30, 26	-151	0.02%
Evergreen Wealth Solutions, LLC	14.78K	Jun 30, 26	+14.78K	0.02%
SALEM INVESTMENT COUNSELORS INC	14.62K	Jun 30, 26	+518	0.02%
Ignite Planners, LLC	14.49K	Jun 30, 26	-1.11K	0.02%
Arkadios Wealth Advisors	14.42K	Jun 30, 26	-576	0.02%
Aegis Wealth Management, Inc.	13.93K	Jun 30, 26	+2.63K	0.02%
UBS Group AG	13.22K	Jun 30, 26	+7.80K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	13.16K	Jun 30, 26	--	0.02%
Global Retirement Partners, LLC	13.12K	Jun 30, 26	+13.12K	0.02%
Keystone Wealth Services, LLC	12.70K	Jun 30, 26	-2.85K	0.02%
Archford Capital Strategies, LLC	12.30K	Jun 30, 26	-344	0.02%
IHT Wealth Management, LLC	12.30K	Jun 30, 26	-587	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	12.18K	Jun 30, 26	-98	0.02%
Diversify Advisory Services, LLC	12.18K	Jun 30, 26	+12.18K	0.02%
Advisory Services Network, LLC	12.13K	Jun 30, 26	+7	0.02%
DAYMARK WEALTH PARTNERS, LLC	12.04K	Jun 30, 26	+3.73K	0.02%
FMR LLC	11.53K	Jun 30, 26	+1.17K	0.02%
HighTower Advisors, LLC	11.44K	Jun 30, 26	-206	0.02%
Henderson Brothers Financial Partners, LLC	11.41K	Jun 30, 26	-8.50K	0.02%
Hoxton Planning & Management, LLC	11.16K	Jun 30, 26	-122	0.02%
J.W. COLE ADVISORS, INC.	11.14K	Jun 30, 26	+380	0.02%
Resources Investment Advisors, LLC.	10.62K	Jun 30, 26	+121	0.02%
Financial Network Wealth Management LLC	10.10K	Jun 30, 26	+43	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	9.95K	Jun 30, 26	+9.95K	0.02%
PRIVATE TRUST CO NA	9.92K	Jun 30, 26	+163	0.02%
Brinker Capital Investments, LLC	9.86K	Jun 30, 26	-17.65K	0.02%
RENAISSANCE TECHNOLOGIES LLC	9.70K	Jun 30, 26	+9.70K	0.02%
FLOW TRADERS U.S. LLC	9.38K	Jun 30, 26	-30.98K	0.01%
DAVENPORT & Co LLC	9.23K	Jun 30, 26	+9.23K	0.01%
RICHARDSON FINANCIAL SERVICES INC.	8.97K	Jun 30, 26	+1.00K	0.01%
KINGSWOOD WEALTH ADVISORS, LLC	8.58K	Jun 30, 26	-1.28K	0.01%
ADIRONDACK TRUST CO	8.46K	Jun 30, 26	+759	0.01%
Tripletail Wealth Management, LLC	8.28K	Jun 30, 26	-389	0.01%
WHITTIER TRUST CO OF NEVADA INC	8.06K	Jun 30, 26	-109	0.01%
Rockefeller Capital Management L.P.	7.55K	Jun 30, 26	+522	0.01%
Bank of New York Mellon Corp	7.31K	Jun 30, 26	+3.11K	0.01%
Pensionmark Financial Group, LLC	7.08K	Jun 30, 26	+842	0.01%
Plan Group Financial, LLC	6.60K	Jun 30, 26	-249	0.01%
BAM Wealth Management, LLC	6.47K	Jun 30, 26	-649	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	6.41K	Jun 30, 26	+832	0.01%
STIFEL FINANCIAL CORP	6.38K	Jun 30, 26	+258	0.01%
VANGUARD ADVISERS INC	6.35K	Jun 30, 26	-55	0.01%
Sequent Planning LLC	6.11K	Jun 30, 26	+627	0.01%
Goodman Advisory Group, LLC	6.10K	Jun 30, 26	-1.31K	0.01%
KFA Private Wealth Group, LLC	5.98K	Jun 30, 26	+31	0.01%
Keating Financial Advisory Services, Inc.	5.83K	Jun 30, 26	-650	0.01%
D. E. Shaw & Co., Inc.	5.64K	Jun 30, 26	+5.64K	0.01%
WELLS FARGO & COMPANY/MN	5.37K	Jun 30, 26	+3.48K	0.01%
Semus Wealth Partners LLC	5.35K	Jun 30, 26	-249	0.01%
Ascension Capital Advisors, Inc.	5.28K	Jun 30, 26	-890	0.01%
Summit Financial, LLC	5.23K	Jun 30, 26	+722	0.01%
Nabity-Jensen Investment Management Inc	5.13K	Jun 30, 26	--	0.01%
Mariner, LLC	5.03K	Jun 30, 26	-171	0.01%
Paladin Wealth, LLC	5.03K	Jun 30, 26	+16	0.01%
Capital Investment Advisory Services, LLC	4.94K	Jun 30, 26	+609	0.01%
Advisors Capital Management, LLC	4.82K	Jun 30, 26	--	0.01%
Mutual Advisors, LLC	4.71K	Jun 30, 26	--	0.01%
Csenge Advisory Group	4.71K	Jun 30, 26	+326	0.01%
Kelly Financial Services LLC	4.60K	Jun 30, 26	-64	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	4.48K	Jun 30, 26	-762	0.01%
Capital Analysts, LLC	4.40K	Jun 30, 26	+3.13K	0.01%
PKS Advisory Services, LLC	4.14K	Jun 30, 26	+4.14K	0.01%
Owen LaRue, LLC	4.12K	Jun 30, 26	--	0.01%
Strategic Financial Concepts, LLC	3.57K	Jun 30, 26	-18.98K	0.01%
Kestra Advisory Services, LLC	3.35K	Jun 30, 26	-3.70K	0.01%
SeaCrest Wealth Management, LLC	3.25K	Jun 30, 26	+3.25K	0.01%
Brookstone Capital Management	3.11K	Jun 30, 26	+23	0.00%
GGM Financials LLC	3.07K	Jun 30, 26	-27	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3.01K	Jun 30, 26	+25	0.00%
WealthPlan Investment Management, LLC	3.01K	Jun 30, 26	-2.44K	0.00%
TFB Advisors LLC	2.88K	Jun 30, 26	+219	0.00%
FLAGSTAR ADVISORS INC.	2.87K	Jun 30, 26	+468	0.00%
Shared Vision Wealth Group LLC	2.85K	Jun 30, 26	-52	0.00%
Savant Capital, LLC	2.75K	Jun 30, 26	+909	0.00%
Beacon Pointe Advisors, LLC	2.69K	Jun 30, 26	--	0.00%
Archer Investment Corp	2.69K	Jun 30, 26	--	0.00%
Geneos Wealth Management Inc.	2.67K	Jun 30, 26	-7.86K	0.00%
Betterment LLC	2.63K	Jun 30, 26	+2.63K	0.00%
ABSOLUTE CAPITAL MANAGEMENT, LLC	2.62K	Jun 30, 26	+271	0.00%
CARY STREET PARTNERS FINANCIAL LLC	2.57K	Jun 30, 26	-2.46K	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	2.43K	Jun 30, 26	+440	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	2.24K	Jun 30, 26	+474	0.00%
GRIMES & COMPANY, INC.	2.23K	Jun 30, 26	+6	0.00%
Welch Group, LLC	2.22K	Jun 30, 26	-10	0.00%
MAGNOLIA CAPITAL ADVISORS LLC	2.15K	Jun 30, 26	-2.09K	0.00%
Sanctuary Advisors, LLC	2.15K	Jun 30, 26	-407	0.00%
Herold Advisors, Inc.	2.00K	Jun 30, 26	--	0.00%
JB Capital LLC	1.98K	Jun 30, 26	+5	0.00%
Quantinno Capital Management LP	1.97K	Jun 30, 26	+1.97K	0.00%
Well Done, LLC	1.95K	Jun 30, 26	--	0.00%
Concurrent Investment Advisors, LLC	1.94K	Jun 30, 26	-51	0.00%
CPWA, LLC	1.93K	Jun 30, 26	-45	0.00%
TOTAL INVESTMENT MANAGEMENT INC	1.76K	Jun 30, 26	--	0.00%
DB&C Advisors, LLC	1.76K	Jun 30, 26	+1.76K	0.00%
Fortis Advisors, LLC	1.75K	Jun 30, 26	-321	0.00%
Mascagni Wealth Management, Inc.	1.70K	Jun 30, 26	+1.70K	0.00%
Birchwood Financial Partners, Inc.	1.69K	Jun 30, 26	+4	0.00%
Frederick Financial Consultants, LLC	1.68K	Jun 30, 26	-42	0.00%
Spire Wealth Management	1.47K	Jun 30, 26	+9	0.00%
FIFTH THIRD BANCORP	1.33K	Jun 30, 26	+33	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.29K	Jun 30, 26	--	0.00%
BlackRock, Inc.	1.14K	Jun 30, 26	--	0.00%
Orion Capital Management LLC	1.07K	Jun 30, 26	+1.07K	0.00%
Transamerica Financial Advisors, Inc.	982	Jun 30, 26	+13	0.00%
EP Wealth Advisors, LLC	873	Jun 30, 26	+873	0.00%
LGT Financial Advisors LLC	850	Jun 30, 26	+61	0.00%
AE Wealth Management LLC	787	Jun 30, 26	--	0.00%
Qube Research & Technologies Ltd	690	Jun 30, 26	+315	0.00%
Allworth Financial LP	681	Jun 30, 26	--	0.00%
Cornerstone Planning Group LLC	607	Jun 30, 26	+11	0.00%
US BANCORP \DE\	525	Jun 30, 26	+420	0.00%
Rossby Financial, LCC	361	Jun 30, 26	-20	0.00%
HARBOUR INVESTMENTS, INC.	289	Jun 30, 26	--	0.00%
Smartleaf Asset Management LLC	285	Jun 30, 26	--	0.00%
BESSEMER GROUP INC	260	Jun 30, 26	+260	0.00%
MERCER GLOBAL ADVISORS INC /ADV	223	Jun 30, 26	+223	0.00%
WEBSTER BANK, N. A.	192	Jun 30, 26	--	0.00%
BFSG, LLC	191	Jun 30, 26	+191	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	190	Jun 30, 26	-341	0.00%
Synergy Investment Management, LLC	181	Jun 30, 26	--	0.00%
Vision Retirement, LLC	161	Jun 30, 26	--	0.00%
SBI Securities Co., Ltd.	153	Jun 30, 26	-33	0.00%
Capital Investment Counsel, Inc	144	Jun 30, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	137	Jun 30, 26	--	0.00%
JNBA Financial Advisors	136	Jun 30, 26	--	0.00%
Russell Investments Group, Ltd.	131	Jun 30, 26	-36	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	124	Jun 30, 26	--	0.00%
Steward Partners Investment Advisory, LLC	114	Jun 30, 26	--	0.00%
SRS Capital Advisors, Inc.	109	Jun 30, 26	-477	0.00%
LifeSteps Financial, Inc.	102	Jun 30, 26	+102	0.00%
Triumph Capital Management	100	Jun 30, 26	--	0.00%
TOWER TRUST & INVESTMENT Co	98	Jun 30, 26	+98	0.00%
Continuum Advisory, LLC	85	Jun 30, 26	+85	0.00%
BANK OF MONTREAL /CAN/	85	Jun 30, 26	--	0.00%
Main Street Group, LTD	83	Jun 30, 26	--	0.00%
Strategic Wealth Partners, Ltd.	51	Jun 30, 26	--	0.00%
Federation des caisses Desjardins du Quebec	50	Jun 30, 26	--	0.00%
EverSource Wealth Advisors, LLC	50	Jun 30, 26	--	0.00%
Institute for Wealth Management, LLC.	46	Jun 30, 26	+46	0.00%
NBH Bank	33	Jun 30, 26	+33	0.00%
Quent Capital, LLC	28	Jun 30, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	22	Jun 30, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	12	Jun 30, 26	+2	0.00%
Western Wealth Management, LLC	--	Jun 30, 26	-191	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-33.48K	--
WealthShield Partners, LLC	--	Jun 30, 26	-388	--
Root Financial Partners, LLC	--	Jun 30, 26	-1.42K	--
Independent Advisor Alliance	--	Jun 30, 26	-3.98K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-33.07K	--
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	--	Jun 30, 26	-38.33K	--
Integrated Capital Management, LLC	--	Jun 30, 26	-1.72K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-172	--
Ancora Advisors, LLC	--	Jun 30, 26	-1.61K	--
Patriot Financial Group Insurance Agency, LLC	--	Jun 30, 26	-3.57K	--
Strategic Financial Planning, Inc.	--	Jun 30, 26	-161.08K	--
Ameritas Advisory Services, LLC	--	Jun 30, 26	-2.37K	--
Bright Futures Wealth Management, LLC.	--	Jun 30, 26	-3.52K	--
QUADRANT CAPITAL GROUP LLC	--	Jun 30, 26	-179	--
GTS SECURITIES LLC	--	Jun 30, 26	-22.76K	--
PRINCIPAL FINANCIAL GROUP INC	--	Jun 30, 26	-2.23K	--
BLAIR WILLIAM & CO/IL	--	Jun 30, 26	-330	--
StoneX Group Inc.	--	Jun 30, 26	-3.69K	--
Golden State Equity Partners	--	Jun 30, 26	-40.98K	--
CWM, LLC	164.07K	Mar 31, 26	+15.92K	0.26%
Brown Financial Advisors	3.82K	Mar 31, 26	+1.21K	0.01%
Cherry Tree Wealth Management, LLC	166	Mar 31, 26	--	0.00%
Bank of Jackson Hole Trust	33	Mar 31, 26	--	0.00%
ORG Partners LLC	34.06K	Dec 31, 25	+9.54K	0.05%
VANGUARD GROUP INC	6.41K	Dec 31, 25	+617	0.01%
COMERICA BANK	1.28K	Dec 31, 25	--	0.00%
Motiv8 Investments LLC	77	Dec 31, 25	+77	0.00%
Pineridge Advisors LLC	--	Sep 30, 25	-9	--
Blue Oak Capital, LLC	99.54K	Jun 30, 25	-21.43K	0.16%
Good Life Advisors, LLC	7.93K	Jun 30, 25	+408	0.01%
Atria Wealth Solutions, Inc.	3.56K	Jun 30, 25	+128	0.01%
Orion Portfolio Solutions, LLC	119.29K	Mar 31, 25	-10.58K	0.19%
WR Wealth Planners, LLC	56	Dec 31, 24	--	0.00%
Kowal Investment Group, LLC	495.55K	Sep 30, 24	+495.55K	0.78%
Raymond James Financial Services Advisors, Inc.	230.42K	Sep 30, 24	+114.81K	0.36%
RAYMOND JAMES & ASSOCIATES	13.35K	Sep 30, 24	+5.31K	0.02%
Alera Investment Advisors, LLC	3.55K	Sep 30, 24	+18	0.01%
Family Asset Management, LLC	2.53K	Sep 30, 24	+478	0.00%
Relative Value Partners Group, LLC	35.50K	Jun 30, 24	+35.50K	0.06%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-1.47K	--
Cetera Advisor Networks LLC	84.48K	Mar 31, 24	+28.71K	0.13%
Cetera Advisors LLC	12.32K	Mar 31, 24	+3.26K	0.02%
Integrity Advisory, LLC	211.32K	Dec 31, 22	-18.02K	0.33%
55I, LLC	422.51K	Sep 30, 22	-29.73K	0.67%
ETRADE Capital Management LLC	42.12K	Sep 30, 20	+22.17K	0.07%
LADENBURG THALMANN FINANCIAL SERVICES INC.	430	Dec 31, 19	--	0.00%

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Holder

Date

Change

% Held

JPMORGAN CHASE & CO

6.60M

Jun 30, 26

+482.09K

10.39%

LPL Financial LLC

3.90M

Jun 30, 26

+561.11K

6.14%

MORGAN STANLEY

3.66M

Jun 30, 26

+519.19K

5.76%

Janney Montgomery Scott LLC

3.59M

Jun 30, 26

+3.59M

5.66%

Norinchukin Bank, The

2.46M

Jun 30, 26

3.87%

ENVESTNET ASSET MANAGEMENT INC

2.28M

Jun 30, 26

+233.80K

3.59%

Vestmark Advisory Solutions, Inc.

1.80M

Jun 30, 26

-172

2.83%

National Mutual Insurance Federation of Agricultural Cooperatives

1.27M

Jun 30, 26

2.01%

Cornerstone Wealth Management, LLC

662.35K

Jun 30, 26

-10.93K

1.04%

Wealth Group Ltd

628.52K

Jun 30, 26

+38.51K

0.99%

ASSETMARK, INC

628.00K

Jun 30, 26

+57.75K

0.99%

Integrated Wealth Concepts LLC

621.02K

Jun 30, 26

+59.91K

0.98%

RAYMOND JAMES FINANCIAL INC

592.22K

Jun 30, 26

+30.66K

0.93%

Cambridge Investment Research Advisors, Inc.

575.76K

Jun 30, 26

+56.34K

0.91%

Cetera Investment Advisers

575.46K

Jun 30, 26

+45.28K

0.91%

KELLY FINANCIAL GROUP LLC

525.85K

Jun 30, 26

+28.06K

0.83%

Perigon Wealth Management, LLC

475.75K

Jun 30, 26

+25.89K

0.75%

ADVISOR GROUP HOLDINGS, INC.

461.33K

Jun 30, 26

+174.40K

0.73%

UBS ASSET MANAGEMENT AMERICAS INC

425.16K

Jun 30, 26

0.67%

Tradition Wealth Management, LLC

414.00K

Jun 30, 26

+17.36K

0.65%

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

291.36K

Jun 30, 26

-812

0.46%

MN Wealth Advisors, LLC

290.84K

Jun 30, 26

+37.03K

0.46%

MML INVESTORS SERVICES, LLC

259.07K

Jun 30, 26

+46.42K

0.41%

Robertson Stephens Wealth Management, LLC

251.98K

Jun 30, 26

-3.67K

0.40%

PARK AVENUE SECURITIES LLC

233.82K

Jun 30, 26

+233.82K

0.37%

DRIVE WEALTH MANAGEMENT, LLC

202.74K

Jun 30, 26

+34.24K

0.32%

AMERIPRISE FINANCIAL INC

182.31K

Jun 30, 26

+36.89K

0.29%

COMMONWEALTH EQUITY SERVICES, LLC

178.00K

Jun 30, 26

+10.67K

0.28%

Gradient Investments LLC

148.65K

Jun 30, 26

+1.42K

0.23%

5T Wealth, LLC

132.57K

Jun 30, 26

+2.57K

0.21%

Hopwood Nicholas Hunter

130.15K

Jun 30, 26

+8.30K

0.21%

IFG Advisory, LLC

121.69K

Jun 30, 26

+121.69K

0.19%

Bravias Capital Group, LLC

114.82K

Jun 30, 26

+1.16K

0.18%

GREAT VALLEY ADVISOR GROUP, INC.

114.08K

Jun 30, 26

+1.23K

0.18%

UNIQUE WEALTH, LLC

105.56K

Jun 30, 26

+40.09K

0.17%

CreativeOne Wealth, LLC

104.93K

Jun 30, 26

-2.17K

0.17%

Aptus Capital Advisors, LLC

104.76K

Jun 30, 26

+17.27K

0.17%

FLORIDA FINANCIAL ADVISORS, LLC

104.33K

Jun 30, 26

+1.90K

0.16%

Ascent Group, LLC

97.52K

Jun 30, 26

+1.57K

0.15%

ROYAL BANK OF CANADA

89.04K

Jun 30, 26

+7.77K

0.14%

SCHMIDT P J INVESTMENT MANAGEMENT INC

77.74K

Jun 30, 26

-1.06K

0.12%

Private Advisor Group, LLC

74.41K

Jun 30, 26

-26.90K

0.12%

Equitable Holdings, Inc.

70.69K

Jun 30, 26

+28.22K

0.11%

Rosenberg Matthew Hamilton

69.85K

Jun 30, 26

+3.81K

0.11%

MASSMUTUAL TRUST CO FSB/ADV

68.19K

Jun 30, 26

-6.48K

0.11%

Farther Finance Advisors, LLC

67.98K

Jun 30, 26

+43.72K

0.11%

Elevation Wealth Management LLC

63.81K

Jun 30, 26

-1.09K

0.10%

Alpha Advisors, LLC/VA

59.59K

Jun 30, 26

-20.82K

0.09%

Golden State Wealth Management, LLC

58.42K

Jun 30, 26

-26.88K

0.09%

Wayfinding Financial, LLC

52.78K

Jun 30, 26

-1.30K

0.08%

LAKE STREET FINANCIAL LLC

50.93K

Jun 30, 26

-2.92K

0.08%

3Chopt Investment Partners, LLC

47.01K

Jun 30, 26

-2.29K

0.07%

IFP Advisors, Inc

46.03K

Jun 30, 26

+7.07K

0.07%

MGO ONE SEVEN LLC

40.97K

Jun 30, 26

-48

0.06%

Legacy Edge Advisors, LLC

39.60K

Jun 30, 26

+2.40K

0.06%

Triad Wealth Partners, LLC

38.22K

Jun 30, 26

0.06%

NewEdge Advisors, LLC

36.15K

Jun 30, 26

-16.66K

0.06%

HRT FINANCIAL LP

35.81K

Jun 30, 26

+30.54K

0.06%

Creative Planning

34.93K

Jun 30, 26

-6.46K

0.06%

Fingerlakes Wealth Management, Inc.

33.38K

Jun 30, 26

+3.21K

0.05%

LOCKERMAN FINANCIAL GROUP, INC.

31.73K

Jun 30, 26

+1.99K

0.05%

Vise Technologies, Inc.

31.10K

Jun 30, 26

+31.10K

0.05%

Miracle Mile Advisors, LLC

30.25K

Jun 30, 26

-302

0.05%

Archer Investment Management, LLC

29.77K

Jun 30, 26

+3.44K

0.05%

SILVERLAKE WEALTH MANAGEMENT LLC

29.76K

Jun 30, 26

+10.04K

0.05%

AdvisorNet Financial, Inc

29.32K

Jun 30, 26

+4.23K

0.05%

THRIVENT FINANCIAL FOR LUTHERANS

27.09K

Jun 30, 26

+499

0.04%

Clear Creek Financial Management, LLC

26.53K

Jun 30, 26

-1.18K

0.04%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

25.41K

Jun 30, 26

+4.74K

0.04%

FIRETHORN WEALTH PARTNERS, LLC

24.83K

Jun 30, 26

-1.62K

0.04%

Jacobi Capital Management LLC

24.14K

Jun 30, 26

+1.49K

0.04%

Merited Wealth, LLC

22.94K

Jun 30, 26

-257

0.04%

BANK OF AMERICA CORP /DE/

22.79K

Jun 30, 26

+1.44K

0.04%

GOLDMAN SACHS GROUP INC

21.36K

Jun 30, 26

+19.38K

0.03%

Gateway Wealth Partners, LLC

21.20K

Jun 30, 26

-23.33K

0.03%

GeoWealth Management, LLC

20.98K

Jun 30, 26

+424

0.03%

Americana Partners, LLC

20.41K

Jun 30, 26

+20.41K

0.03%

XTX Topco Ltd

20.35K

Jun 30, 26

+20.35K

0.03%

SUTTON PLACE INVESTORS LLC

20.00K

Jun 30, 26

+115

0.03%

Emergent Wealth Advisors, LLC

19.70K

Jun 30, 26

-76

0.03%

SAGESPRING WEALTH PARTNERS, LLC

19.54K

Jun 30, 26

+19.54K

0.03%

IAG Wealth Partners, LLC

19.22K

Jun 30, 26

-715

0.03%

Envestnet Portfolio Solutions, Inc.

18.87K

Jun 30, 26

+9.91K

0.03%

VestGen Advisors, LLC

18.68K

Jun 30, 26

+782

0.03%

Mattson Financial Services, LLC

15.94K

Jun 30, 26

+47

0.03%

TWIN PEAKS WEALTH ADVISORS, LLC

15.62K

Jun 30, 26

-151

0.02%

Evergreen Wealth Solutions, LLC

14.78K

Jun 30, 26

+14.78K

0.02%

SALEM INVESTMENT COUNSELORS INC

14.62K

Jun 30, 26

+518

0.02%

Ignite Planners, LLC

14.49K

Jun 30, 26

-1.11K

0.02%

Arkadios Wealth Advisors

14.42K

Jun 30, 26

-576

0.02%

Aegis Wealth Management, Inc.

13.93K

Jun 30, 26

+2.63K

0.02%

UBS Group AG

13.22K

Jun 30, 26

+7.80K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

13.16K

Jun 30, 26

0.02%

Global Retirement Partners, LLC

13.12K

Jun 30, 26

+13.12K

0.02%

Keystone Wealth Services, LLC

12.70K

Jun 30, 26

-2.85K

0.02%

Archford Capital Strategies, LLC

12.30K

Jun 30, 26

-344

0.02%

IHT Wealth Management, LLC

12.30K

Jun 30, 26

-587

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

12.18K

Jun 30, 26

-98

0.02%

Diversify Advisory Services, LLC

12.18K

Jun 30, 26

+12.18K

0.02%

Advisory Services Network, LLC

12.13K

Jun 30, 26

0.02%

DAYMARK WEALTH PARTNERS, LLC

12.04K

Jun 30, 26

+3.73K

0.02%

FMR LLC

11.53K

Jun 30, 26

+1.17K

0.02%

HighTower Advisors, LLC

11.44K

Jun 30, 26

-206

0.02%

Henderson Brothers Financial Partners, LLC

11.41K

Jun 30, 26

-8.50K

0.02%

Hoxton Planning & Management, LLC

11.16K

Jun 30, 26

-122

0.02%

J.W. COLE ADVISORS, INC.

11.14K

Jun 30, 26

+380

0.02%

Resources Investment Advisors, LLC.

10.62K

Jun 30, 26

+121

0.02%

Financial Network Wealth Management LLC

10.10K

Jun 30, 26

+43

0.02%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

9.95K

Jun 30, 26

+9.95K

0.02%

PRIVATE TRUST CO NA

9.92K

Jun 30, 26

+163

0.02%

Brinker Capital Investments, LLC

9.86K

Jun 30, 26

-17.65K

0.02%

RENAISSANCE TECHNOLOGIES LLC

9.70K

Jun 30, 26

+9.70K

0.02%

FLOW TRADERS U.S. LLC

9.38K

Jun 30, 26

-30.98K

0.01%

DAVENPORT & Co LLC

9.23K

Jun 30, 26

+9.23K

0.01%

RICHARDSON FINANCIAL SERVICES INC.

8.97K

Jun 30, 26

+1.00K

0.01%

KINGSWOOD WEALTH ADVISORS, LLC

8.58K

Jun 30, 26

-1.28K

0.01%

ADIRONDACK TRUST CO

8.46K

Jun 30, 26

+759

0.01%

Tripletail Wealth Management, LLC

8.28K

Jun 30, 26

-389

0.01%

WHITTIER TRUST CO OF NEVADA INC

8.06K

Jun 30, 26

-109

0.01%

Rockefeller Capital Management L.P.

7.55K

Jun 30, 26

+522

0.01%

Bank of New York Mellon Corp

7.31K

Jun 30, 26

+3.11K

0.01%

Pensionmark Financial Group, LLC

7.08K

Jun 30, 26

+842

0.01%

Plan Group Financial, LLC

6.60K

Jun 30, 26

-249

0.01%

BAM Wealth Management, LLC

6.47K

Jun 30, 26

-649

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

6.41K

Jun 30, 26

+832

0.01%

STIFEL FINANCIAL CORP

6.38K

Jun 30, 26

+258

0.01%

VANGUARD ADVISERS INC

6.35K

Jun 30, 26

-55

0.01%

Sequent Planning LLC

6.11K

Jun 30, 26

+627

0.01%

Goodman Advisory Group, LLC

6.10K

Jun 30, 26

-1.31K

0.01%

KFA Private Wealth Group, LLC

5.98K

Jun 30, 26

+31

0.01%

Keating Financial Advisory Services, Inc.

5.83K

Jun 30, 26

-650

0.01%

D. E. Shaw & Co., Inc.

5.64K

Jun 30, 26

+5.64K

0.01%

WELLS FARGO & COMPANY/MN

5.37K

Jun 30, 26

+3.48K

0.01%

Semus Wealth Partners LLC

5.35K

Jun 30, 26

-249

0.01%

Ascension Capital Advisors, Inc.

5.28K

Jun 30, 26

-890

0.01%

Summit Financial, LLC

5.23K

Jun 30, 26

+722

0.01%

Nabity-Jensen Investment Management Inc

5.13K

Jun 30, 26

0.01%

Mariner, LLC

5.03K

Jun 30, 26

-171

0.01%

Paladin Wealth, LLC

5.03K

Jun 30, 26

+16

0.01%

Capital Investment Advisory Services, LLC

4.94K

Jun 30, 26

+609

0.01%

Advisors Capital Management, LLC

4.82K

Jun 30, 26

0.01%

Mutual Advisors, LLC

4.71K

Jun 30, 26

0.01%

Csenge Advisory Group

4.71K

Jun 30, 26

+326

0.01%

Kelly Financial Services LLC

4.60K

Jun 30, 26

-64

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

4.48K

Jun 30, 26

-762

0.01%

Capital Analysts, LLC

4.40K

Jun 30, 26

+3.13K

0.01%

PKS Advisory Services, LLC

4.14K

Jun 30, 26

+4.14K

0.01%

Owen LaRue, LLC

4.12K

Jun 30, 26

0.01%

Strategic Financial Concepts, LLC

3.57K

Jun 30, 26

-18.98K

0.01%

Kestra Advisory Services, LLC

3.35K

Jun 30, 26

-3.70K

0.01%

SeaCrest Wealth Management, LLC

3.25K

Jun 30, 26

+3.25K

0.01%

Brookstone Capital Management

3.11K

Jun 30, 26

+23

0.00%

GGM Financials LLC

3.07K

Jun 30, 26

-27

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

3.01K

Jun 30, 26

+25

0.00%

WealthPlan Investment Management, LLC

3.01K

Jun 30, 26

-2.44K

0.00%

TFB Advisors LLC

2.88K

Jun 30, 26

+219

0.00%

FLAGSTAR ADVISORS INC.

2.87K

Jun 30, 26

+468

0.00%

Shared Vision Wealth Group LLC

2.85K

Jun 30, 26

-52

0.00%

Savant Capital, LLC

2.75K

Jun 30, 26

+909

0.00%

Beacon Pointe Advisors, LLC

2.69K

Jun 30, 26

0.00%

Archer Investment Corp

2.69K

Jun 30, 26

0.00%

Geneos Wealth Management Inc.

2.67K

Jun 30, 26

-7.86K

0.00%

Betterment LLC

2.63K

Jun 30, 26

+2.63K

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

2.62K

Jun 30, 26

+271

0.00%

CARY STREET PARTNERS FINANCIAL LLC

2.57K

Jun 30, 26

-2.46K

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

2.43K

Jun 30, 26

+440

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

2.24K

Jun 30, 26

+474

0.00%

GRIMES & COMPANY, INC.

2.23K

Jun 30, 26

0.00%

Welch Group, LLC

2.22K

Jun 30, 26

-10

0.00%

MAGNOLIA CAPITAL ADVISORS LLC

2.15K

Jun 30, 26

-2.09K

0.00%

Sanctuary Advisors, LLC

2.15K

Jun 30, 26

-407

0.00%

Herold Advisors, Inc.

2.00K

Jun 30, 26

0.00%

JB Capital LLC

1.98K

Jun 30, 26

0.00%

Quantinno Capital Management LP

1.97K

Jun 30, 26

+1.97K

0.00%

Well Done, LLC

1.95K

Jun 30, 26

0.00%

Concurrent Investment Advisors, LLC

1.94K

Jun 30, 26

-51

0.00%

CPWA, LLC

1.93K

Jun 30, 26

-45

0.00%

TOTAL INVESTMENT MANAGEMENT INC

1.76K

Jun 30, 26

0.00%

DB&C Advisors, LLC

1.76K

Jun 30, 26

+1.76K

0.00%

Fortis Advisors, LLC

1.75K

Jun 30, 26

-321

0.00%

Mascagni Wealth Management, Inc.

1.70K

Jun 30, 26

+1.70K

0.00%

Birchwood Financial Partners, Inc.

1.69K

Jun 30, 26

0.00%

Frederick Financial Consultants, LLC

1.68K

Jun 30, 26

-42

0.00%

Spire Wealth Management

1.47K

Jun 30, 26

0.00%

FIFTH THIRD BANCORP

1.33K

Jun 30, 26

+33

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.29K

Jun 30, 26

0.00%

BlackRock, Inc.

1.14K

Jun 30, 26

0.00%

Orion Capital Management LLC

1.07K

Jun 30, 26

+1.07K

0.00%

Transamerica Financial Advisors, Inc.

982

Jun 30, 26

+13

0.00%

EP Wealth Advisors, LLC

873

Jun 30, 26

+873

0.00%

LGT Financial Advisors LLC

850

Jun 30, 26

+61

0.00%

AE Wealth Management LLC

787

Jun 30, 26

0.00%

Qube Research & Technologies Ltd

690

Jun 30, 26

+315

0.00%

Allworth Financial LP

681

Jun 30, 26

0.00%

Cornerstone Planning Group LLC

607

Jun 30, 26

+11

0.00%

US BANCORP \DE\

525

Jun 30, 26

+420

0.00%

Rossby Financial, LCC

361

Jun 30, 26

-20

0.00%

HARBOUR INVESTMENTS, INC.

289

Jun 30, 26

0.00%

Smartleaf Asset Management LLC

285

Jun 30, 26

0.00%

BESSEMER GROUP INC

260

Jun 30, 26

+260

0.00%

MERCER GLOBAL ADVISORS INC /ADV

223

Jun 30, 26

+223

0.00%

WEBSTER BANK, N. A.

192

Jun 30, 26

0.00%

BFSG, LLC

191

Jun 30, 26

+191

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

190

Jun 30, 26

-341

0.00%

Synergy Investment Management, LLC

181

Jun 30, 26

0.00%

Vision Retirement, LLC

161

Jun 30, 26

0.00%

SBI Securities Co., Ltd.

153

Jun 30, 26

-33

0.00%

Capital Investment Counsel, Inc

144

Jun 30, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

137

Jun 30, 26

0.00%

JNBA Financial Advisors

136

Jun 30, 26

0.00%

Russell Investments Group, Ltd.

131

Jun 30, 26

-36

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

124

Jun 30, 26

0.00%

Steward Partners Investment Advisory, LLC

114

Jun 30, 26

0.00%

SRS Capital Advisors, Inc.

109

Jun 30, 26

-477

0.00%

LifeSteps Financial, Inc.

102

Jun 30, 26

+102

0.00%

Triumph Capital Management

100

Jun 30, 26

0.00%

TOWER TRUST & INVESTMENT Co

Jun 30, 26

+98

0.00%

Continuum Advisory, LLC

Jun 30, 26

+85

0.00%

BANK OF MONTREAL /CAN/

Jun 30, 26

0.00%

Main Street Group, LTD

Jun 30, 26

0.00%

Strategic Wealth Partners, Ltd.

Jun 30, 26

0.00%

Federation des caisses Desjardins du Quebec

Jun 30, 26

0.00%

EverSource Wealth Advisors, LLC

Jun 30, 26

0.00%

Institute for Wealth Management, LLC.

Jun 30, 26

+46

0.00%

NBH Bank

Jun 30, 26

+33

0.00%

Quent Capital, LLC

Jun 30, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Jun 30, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Jun 30, 26

0.00%

Western Wealth Management, LLC

Jun 30, 26

-191

JANE STREET GROUP, LLC

Jun 30, 26

-33.48K

WealthShield Partners, LLC

Jun 30, 26

-388

Root Financial Partners, LLC

Jun 30, 26

-1.42K

Independent Advisor Alliance

Jun 30, 26

-3.98K

Tower Research Capital LLC (TRC)

Jun 30, 26

-33.07K

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

Jun 30, 26

-38.33K

Integrated Capital Management, LLC

Jun 30, 26

-1.72K

Sound Income Strategies, LLC

Jun 30, 26

-172

Ancora Advisors, LLC

Jun 30, 26

-1.61K

Patriot Financial Group Insurance Agency, LLC

Jun 30, 26

-3.57K

Strategic Financial Planning, Inc.

Jun 30, 26

-161.08K

Ameritas Advisory Services, LLC

Jun 30, 26

-2.37K

Bright Futures Wealth Management, LLC.

Jun 30, 26

-3.52K

QUADRANT CAPITAL GROUP LLC

Jun 30, 26

-179

GTS SECURITIES LLC

Jun 30, 26

-22.76K

PRINCIPAL FINANCIAL GROUP INC

Jun 30, 26

-2.23K

BLAIR WILLIAM & CO/IL

Jun 30, 26

-330

StoneX Group Inc.

Jun 30, 26

-3.69K

Golden State Equity Partners

Jun 30, 26

-40.98K

CWM, LLC

164.07K

Mar 31, 26

+15.92K

0.26%

Brown Financial Advisors

3.82K

Mar 31, 26

+1.21K

0.01%

Cherry Tree Wealth Management, LLC

166

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

Mar 31, 26

0.00%

ORG Partners LLC

34.06K

Dec 31, 25

+9.54K

0.05%

VANGUARD GROUP INC

6.41K

Dec 31, 25

+617

0.01%

COMERICA BANK

1.28K

Dec 31, 25

0.00%

Motiv8 Investments LLC

Dec 31, 25

+77

0.00%

Pineridge Advisors LLC

Sep 30, 25

-9

Blue Oak Capital, LLC

99.54K

Jun 30, 25

-21.43K

0.16%

Good Life Advisors, LLC

7.93K

Jun 30, 25

+408

0.01%

Atria Wealth Solutions, Inc.

3.56K

Jun 30, 25

+128

0.01%

Orion Portfolio Solutions, LLC

119.29K

Mar 31, 25

-10.58K

0.19%

WR Wealth Planners, LLC

Dec 31, 24

0.00%

Kowal Investment Group, LLC

495.55K

Sep 30, 24

+495.55K

0.78%

Raymond James Financial Services Advisors, Inc.

230.42K

Sep 30, 24

+114.81K

0.36%

RAYMOND JAMES & ASSOCIATES

13.35K

Sep 30, 24

+5.31K

0.02%

Alera Investment Advisors, LLC

3.55K

Sep 30, 24

+18

0.01%

Family Asset Management, LLC

2.53K

Sep 30, 24

+478

0.00%

Relative Value Partners Group, LLC

35.50K

Jun 30, 24

+35.50K

0.06%

ICA Group Wealth Management, LLC

Jun 30, 24

-1.47K

Cetera Advisor Networks LLC

84.48K

Mar 31, 24

+28.71K

0.13%

Cetera Advisors LLC

12.32K

Mar 31, 24

+3.26K

0.02%

Integrity Advisory, LLC

211.32K

Dec 31, 22

-18.02K

0.33%

55I, LLC

422.51K

Sep 30, 22

-29.73K

0.67%

ETRADE Capital Management LLC

42.12K

Sep 30, 20

+22.17K

0.07%

LADENBURG THALMANN FINANCIAL SERVICES INC.

430

Dec 31, 19

0.00%