JPMorgan BetaBuilders U.S. Equity ETF(BBUS)

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JPMorgan BetaBuilders U.S. Equity ETF(BBUS)

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$134.32—

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BBUS(BBUS)

BBUS

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

Institutional Ownership

Top 250 Institutional Holders

Holder	Shares	Date	Change	% Held
JPMORGAN CHASE & CO	6.11M	Mar 31, 26	+1.73M	9.75%
LPL Financial LLC	3.34M	Mar 31, 26	+233.93K	5.32%
MORGAN STANLEY	3.14M	Mar 31, 26	+274.74K	5.00%
Norinchukin Bank, The	2.46M	Mar 31, 26	--	3.92%
ENVESTNET ASSET MANAGEMENT INC	2.04M	Mar 31, 26	+212.90K	3.26%
Vestmark Advisory Solutions, Inc.	1.80M	Mar 31, 26	+88.18K	2.86%
National Mutual Insurance Federation of Agricultural Cooperatives	1.27M	Mar 31, 26	--	2.03%
Cornerstone Wealth Management, LLC	673.28K	Mar 31, 26	+3.04K	1.07%
Wealth Group Ltd	590.01K	Mar 31, 26	+45.99K	0.94%
ASSETMARK, INC	570.25K	Mar 31, 26	+14.87K	0.91%
RAYMOND JAMES FINANCIAL INC	561.56K	Mar 31, 26	+339.20K	0.90%
Integrated Wealth Concepts LLC	561.12K	Mar 31, 26	+467.29K	0.89%
Cetera Investment Advisers	530.18K	Mar 31, 26	+27.41K	0.85%
Cambridge Investment Research Advisors, Inc.	519.42K	Mar 31, 26	+15.35K	0.83%
KELLY FINANCIAL GROUP LLC	497.79K	Mar 31, 26	-17.56K	0.79%
Perigon Wealth Management, LLC	449.86K	Mar 31, 26	+16.90K	0.72%
UBS ASSET MANAGEMENT AMERICAS INC	425.16K	Mar 31, 26	+425.16K	0.68%
Tradition Wealth Management, LLC	396.64K	Mar 31, 26	+39.07K	0.63%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	292.17K	Mar 31, 26	+14.88K	0.47%
ADVISOR GROUP HOLDINGS, INC.	286.94K	Mar 31, 26	+33.47K	0.46%
Robertson Stephens Wealth Management, LLC	255.65K	Mar 31, 26	-535.83K	0.41%
MN Wealth Advisors, LLC	253.81K	Mar 31, 26	+6.59K	0.40%
MML INVESTORS SERVICES, LLC	212.65K	Mar 31, 26	-1.62K	0.34%
DRIVE WEALTH MANAGEMENT, LLC	168.50K	Mar 31, 26	+22.10K	0.27%
COMMONWEALTH EQUITY SERVICES, LLC	167.33K	Mar 31, 26	+89.60K	0.27%
CWM, LLC	164.07K	Mar 31, 26	+15.92K	0.26%
Strategic Financial Planning, Inc.	161.08K	Mar 31, 26	+161.08K	0.26%
Gradient Investments LLC	147.24K	Mar 31, 26	+51.10K	0.23%
AMERIPRISE FINANCIAL INC	145.43K	Mar 31, 26	+23.93K	0.23%
5T Wealth, LLC	130.00K	Mar 31, 26	-1.32K	0.21%
Bravias Capital Group, LLC	113.67K	Mar 31, 26	+1.04K	0.18%
GREAT VALLEY ADVISOR GROUP, INC.	112.85K	Mar 31, 26	+20.26K	0.18%
CreativeOne Wealth, LLC	107.11K	Mar 31, 26	+3.99K	0.17%
FLORIDA FINANCIAL ADVISORS, LLC	102.44K	Mar 31, 26	+5.01K	0.16%
Private Advisor Group, LLC	101.31K	Mar 31, 26	+19.78K	0.16%
Ascent Group, LLC	95.95K	Mar 31, 26	+3.11K	0.15%
Aptus Capital Advisors, LLC	87.49K	Mar 31, 26	+19.88K	0.14%
Golden State Wealth Management, LLC	85.30K	Mar 31, 26	-902	0.14%
ROYAL BANK OF CANADA	81.27K	Mar 31, 26	+11.66K	0.13%
SCHMIDT P J INVESTMENT MANAGEMENT INC	78.80K	Mar 31, 26	+4.80K	0.13%
Rosenberg Matthew Hamilton	66.03K	Mar 31, 26	+2.83K	0.11%
UNIQUE WEALTH, LLC	65.47K	Mar 31, 26	+65.47K	0.10%
Wayfinding Financial, LLC	54.08K	Mar 31, 26	+3.05K	0.09%
LAKE STREET FINANCIAL LLC	53.85K	Mar 31, 26	+2.06K	0.09%
NewEdge Advisors, LLC	52.81K	Mar 31, 26	-1.53K	0.08%
3Chopt Investment Partners, LLC	49.29K	Mar 31, 26	+926	0.08%
Gateway Wealth Partners, LLC	44.54K	Mar 31, 26	+26.02K	0.07%
Equitable Holdings, Inc.	42.48K	Mar 31, 26	+2.39K	0.07%
Creative Planning	41.39K	Mar 31, 26	-16.05K	0.07%
MGO ONE SEVEN LLC	41.02K	Mar 31, 26	-6.24K	0.07%
Golden State Equity Partners	40.98K	Mar 31, 26	+40.98K	0.07%
FLOW TRADERS U.S. LLC	40.36K	Mar 31, 26	+40.36K	0.06%
IFP Advisors, Inc	38.96K	Mar 31, 26	+3.63K	0.06%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	38.33K	Mar 31, 26	-5.76K	0.06%
Triad Wealth Partners, LLC	38.21K	Mar 31, 26	+6.69K	0.06%
JANE STREET GROUP, LLC	33.48K	Mar 31, 26	+33.48K	0.05%
Tower Research Capital LLC (TRC)	33.07K	Mar 31, 26	+33.07K	0.05%
Miracle Mile Advisors, LLC	30.56K	Mar 31, 26	-3.12K	0.05%
Fingerlakes Wealth Management, Inc.	30.16K	Mar 31, 26	+638	0.05%
LOCKERMAN FINANCIAL GROUP, INC.	29.73K	Mar 31, 26	+587	0.05%
Clear Creek Financial Management, LLC	27.71K	Mar 31, 26	+971	0.04%
Brinker Capital Investments, LLC	27.51K	Mar 31, 26	-108.74K	0.04%
THRIVENT FINANCIAL FOR LUTHERANS	26.59K	Mar 31, 26	+1.01K	0.04%
FIRETHORN WEALTH PARTNERS, LLC	26.45K	Mar 31, 26	+1.10K	0.04%
Archer Investment Management, LLC	26.32K	Mar 31, 26	+26.32K	0.04%
AdvisorNet Financial, Inc	25.09K	Mar 31, 26	+1.32K	0.04%
Farther Finance Advisors, LLC	24.26K	Mar 31, 26	+533	0.04%
GTS SECURITIES LLC	22.76K	Mar 31, 26	+20.43K	0.04%
Jacobi Capital Management LLC	22.65K	Mar 31, 26	+1.31K	0.04%
Strategic Financial Concepts, LLC	22.55K	Mar 31, 26	+3.92K	0.04%
BANK OF AMERICA CORP /DE/	21.35K	Mar 31, 26	-1.62K	0.03%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	20.67K	Mar 31, 26	+244	0.03%
GeoWealth Management, LLC	20.56K	Mar 31, 26	+1.41K	0.03%
IAG Wealth Partners, LLC	19.94K	Mar 31, 26	+716	0.03%
SUTTON PLACE INVESTORS LLC	19.89K	Mar 31, 26	-35	0.03%
SILVERLAKE WEALTH MANAGEMENT LLC	19.72K	Mar 31, 26	+4.87K	0.03%
VestGen Advisors, LLC	17.89K	Mar 31, 26	+3.38K	0.03%
Mattson Financial Services, LLC	15.89K	Mar 31, 26	+2.41K	0.03%
TWIN PEAKS WEALTH ADVISORS, LLC	15.77K	Mar 31, 26	+2	0.03%
Ignite Planners, LLC	15.61K	Mar 31, 26	-117	0.02%
Keystone Wealth Services, LLC	15.55K	Mar 31, 26	+15.55K	0.02%
Arkadios Wealth Advisors	15.00K	Mar 31, 26	+10.78K	0.02%
SALEM INVESTMENT COUNSELORS INC	14.10K	Mar 31, 26	+4.43K	0.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	13.16K	Mar 31, 26	-481	0.02%
IHT Wealth Management, LLC	12.88K	Mar 31, 26	+10.62K	0.02%
Archford Capital Strategies, LLC	12.65K	Mar 31, 26	-5.51K	0.02%
DIVERSIFY WEALTH MANAGEMENT, LLC	12.28K	Mar 31, 26	-3.39K	0.02%
Advisory Services Network, LLC	12.12K	Mar 31, 26	+857	0.02%
HighTower Advisors, LLC	11.64K	Mar 31, 26	+1.54K	0.02%
Hoxton Planning & Management, LLC	11.29K	Mar 31, 26	+3.35K	0.02%
J.W. COLE ADVISORS, INC.	10.76K	Mar 31, 26	-61	0.02%
Geneos Wealth Management Inc.	10.53K	Mar 31, 26	-733	0.02%
Resources Investment Advisors, LLC.	10.50K	Mar 31, 26	+6.18K	0.02%
FMR LLC	10.36K	Mar 31, 26	-223	0.02%
Financial Network Wealth Management LLC	10.06K	Mar 31, 26	+236	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	9.85K	Mar 31, 26	-650	0.02%
PRIVATE TRUST CO NA	9.76K	Mar 31, 26	+307	0.02%
Envestnet Portfolio Solutions, Inc.	8.96K	Mar 31, 26	+1.63K	0.01%
Tripletail Wealth Management, LLC	8.67K	Mar 31, 26	+8.67K	0.01%
DAYMARK WEALTH PARTNERS, LLC	8.31K	Mar 31, 26	+4.16K	0.01%
WHITTIER TRUST CO OF NEVADA INC	8.17K	Mar 31, 26	+399	0.01%
RICHARDSON FINANCIAL SERVICES INC.	7.96K	Mar 31, 26	-83	0.01%
ADIRONDACK TRUST CO	7.71K	Mar 31, 26	+1.28K	0.01%
Goodman Advisory Group, LLC	7.41K	Mar 31, 26	+2.74K	0.01%
Kestra Advisory Services, LLC	7.05K	Mar 31, 26	+4.63K	0.01%
Rockefeller Capital Management L.P.	7.03K	Mar 31, 26	-3.01K	0.01%
Plan Group Financial, LLC	6.85K	Mar 31, 26	+112	0.01%
VANGUARD ADVISERS INC	6.40K	Mar 31, 26	+6.40K	0.01%
Pensionmark Financial Group, LLC	6.24K	Mar 31, 26	+338	0.01%
Ascension Capital Advisors, Inc.	6.17K	Mar 31, 26	+6.17K	0.01%
STIFEL FINANCIAL CORP	6.13K	Mar 31, 26	+403	0.01%
KFA Private Wealth Group, LLC	5.95K	Mar 31, 26	+2.85K	0.01%
Semus Wealth Partners LLC	5.60K	Mar 31, 26	+173	0.01%
INDEPENDENT FINANCIAL GROUP, LLC	5.57K	Mar 31, 26	+1.51K	0.01%
Sequent Planning LLC	5.48K	Mar 31, 26	+1.26K	0.01%
WealthPlan Investment Management, LLC	5.44K	Mar 31, 26	--	0.01%
UBS Group AG	5.42K	Mar 31, 26	+5.42K	0.01%
HRT FINANCIAL LP	5.27K	Mar 31, 26	+5.27K	0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.24K	Mar 31, 26	-171	0.01%
Mariner, LLC	5.20K	Mar 31, 26	+2.98K	0.01%
Nabity-Jensen Investment Management Inc	5.13K	Mar 31, 26	--	0.01%
CARY STREET PARTNERS FINANCIAL LLC	5.03K	Mar 31, 26	+4.01K	0.01%
Paladin Wealth, LLC	5.01K	Mar 31, 26	+1.14K	0.01%
Advisors Capital Management, LLC	4.82K	Mar 31, 26	--	0.01%
Mutual Advisors, LLC	4.71K	Mar 31, 26	--	0.01%
Kelly Financial Services LLC	4.66K	Mar 31, 26	+529	0.01%
Summit Financial, LLC	4.50K	Mar 31, 26	+4.50K	0.01%
Csenge Advisory Group	4.38K	Mar 31, 26	+79	0.01%
Capital Investment Advisory Services, LLC	4.33K	Mar 31, 26	+197	0.01%
MAGNOLIA CAPITAL ADVISORS LLC	4.24K	Mar 31, 26	+4.24K	0.01%
Bank of New York Mellon Corp	4.20K	Mar 31, 26	+937	0.01%
Owen LaRue, LLC	4.12K	Mar 31, 26	-595	0.01%
Independent Advisor Alliance	3.98K	Mar 31, 26	+3.98K	0.01%
Brown Financial Advisors	3.82K	Mar 31, 26	+1.21K	0.01%
StoneX Group Inc.	3.69K	Mar 31, 26	+3.69K	0.01%
Patriot Financial Group Insurance Agency, LLC	3.57K	Mar 31, 26	+1.79K	0.01%
Bright Futures Wealth Management, LLC.	3.52K	Mar 31, 26	+3.52K	0.01%
GGM Financials LLC	3.10K	Mar 31, 26	-1.07K	0.00%
Brookstone Capital Management	3.09K	Mar 31, 26	-405	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	2.98K	Mar 31, 26	-95	0.00%
Shared Vision Wealth Group LLC	2.90K	Mar 31, 26	-13	0.00%
Beacon Pointe Advisors, LLC	2.69K	Mar 31, 26	--	0.00%
Archer Investment Corp	2.69K	Mar 31, 26	--	0.00%
TFB Advisors LLC	2.66K	Mar 31, 26	-7.04K	0.00%
Sanctuary Advisors, LLC	2.55K	Mar 31, 26	-616	0.00%
FLAGSTAR ADVISORS INC.	2.40K	Mar 31, 26	--	0.00%
Ameritas Advisory Services, LLC	2.37K	Mar 31, 26	+17	0.00%
ABSOLUTE CAPITAL MANAGEMENT, LLC	2.35K	Mar 31, 26	-380	0.00%
PRINCIPAL FINANCIAL GROUP INC	2.23K	Mar 31, 26	-5.88K	0.00%
Welch Group, LLC	2.23K	Mar 31, 26	--	0.00%
GRIMES & COMPANY, INC.	2.22K	Mar 31, 26	+5	0.00%
Fortis Advisors, LLC	2.07K	Mar 31, 26	+5	0.00%
Herold Advisors, Inc.	2.00K	Mar 31, 26	--	0.00%
Concurrent Investment Advisors, LLC	1.99K	Mar 31, 26	--	0.00%
OAK HARBOR WEALTH PARTNERS, LLC	1.99K	Mar 31, 26	+1.05K	0.00%
GOLDMAN SACHS GROUP INC	1.98K	Mar 31, 26	-51.45K	0.00%
JB Capital LLC	1.98K	Mar 31, 26	+5	0.00%
Well Done, LLC	1.95K	Mar 31, 26	--	0.00%
WELLS FARGO & COMPANY/MN	1.88K	Mar 31, 26	+24	0.00%
Savant Capital, LLC	1.84K	Mar 31, 26	+1.84K	0.00%
WILEY BROS.-AINTREE CAPITAL, LLC	1.77K	Mar 31, 26	+87	0.00%
TOTAL INVESTMENT MANAGEMENT INC	1.76K	Mar 31, 26	--	0.00%
Frederick Financial Consultants, LLC	1.73K	Mar 31, 26	-29	0.00%
Integrated Capital Management, LLC	1.72K	Mar 31, 26	+1.72K	0.00%
Ancora Advisors, LLC	1.61K	Mar 31, 26	--	0.00%
Spire Wealth Management	1.47K	Mar 31, 26	+190	0.00%
Root Financial Partners, LLC	1.42K	Mar 31, 26	+1.42K	0.00%
FIFTH THIRD BANCORP	1.30K	Mar 31, 26	+1.30K	0.00%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.29K	Mar 31, 26	--	0.00%
Capital Analysts, LLC	1.26K	Mar 31, 26	+1.18K	0.00%
BlackRock, Inc.	1.14K	Mar 31, 26	+1.14K	0.00%
Transamerica Financial Advisors, Inc.	969	Mar 31, 26	-797	0.00%
LGT Financial Advisors LLC	789	Mar 31, 26	+44	0.00%
AE Wealth Management LLC	787	Mar 31, 26	-720	0.00%
Allworth Financial LP	681	Mar 31, 26	--	0.00%
Cornerstone Planning Group LLC	596	Mar 31, 26	+596	0.00%
SRS Capital Advisors, Inc.	586	Mar 31, 26	+123	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	531	Mar 31, 26	+1	0.00%
WealthShield Partners, LLC	388	Mar 31, 26	--	0.00%
Rossby Financial, LCC	381	Mar 31, 26	-10	0.00%
Qube Research & Technologies Ltd	375	Mar 31, 26	-448	0.00%
BLAIR WILLIAM & CO/IL	330	Mar 31, 26	-810	0.00%
HARBOUR INVESTMENTS, INC.	289	Mar 31, 26	-50	0.00%
Smartleaf Asset Management LLC	285	Mar 31, 26	--	0.00%
WEBSTER BANK, N. A.	192	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	191	Mar 31, 26	+191	0.00%
SBI Securities Co., Ltd.	186	Mar 31, 26	+30	0.00%
Synergy Investment Management, LLC	181	Mar 31, 26	+181	0.00%
QUADRANT CAPITAL GROUP LLC	179	Mar 31, 26	-920	0.00%
Sound Income Strategies, LLC	172	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	167	Mar 31, 26	+127	0.00%
Cherry Tree Wealth Management, LLC	166	Mar 31, 26	--	0.00%
Capital Investment Counsel, Inc	144	Mar 31, 26	--	0.00%
MPWM ADVISORY SOLUTIONS, LLC	137	Mar 31, 26	--	0.00%
JNBA Financial Advisors	136	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	124	Mar 31, 26	+124	0.00%
Steward Partners Investment Advisory, LLC	114	Mar 31, 26	+114	0.00%
US BANCORP \DE\	105	Mar 31, 26	-972	0.00%
Triumph Capital Management	100	Mar 31, 26	--	0.00%
BANK OF MONTREAL /CAN/	85	Mar 31, 26	--	0.00%
Main Street Group, LTD	83	Mar 31, 26	+83	0.00%
Strategic Wealth Partners, Ltd.	51	Mar 31, 26	--	0.00%
EverSource Wealth Advisors, LLC	50	Mar 31, 26	-80	0.00%
Federation des caisses Desjardins du Quebec	50	Mar 31, 26	--	0.00%
Bank of Jackson Hole Trust	33	Mar 31, 26	--	0.00%
Quent Capital, LLC	28	Mar 31, 26	--	0.00%
ROTHSCHILD INVESTMENT LLC	22	Mar 31, 26	--	0.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	10	Mar 31, 26	--	0.00%
Williams Jones Wealth Management, LLC.	--	Mar 31, 26	-1.87K	--
Fairway Wealth LLC	--	Mar 31, 26	-711	--
Y-Intercept (Hong Kong) Ltd	--	Mar 31, 26	-4.03K	--
HOEY INVESTMENTS, INC	--	Mar 31, 26	-204	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-3.38M	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-15.51K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-412	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-137.06K	--
Mascagni Wealth Management, Inc.	--	Mar 31, 26	-1.68K	--
Betterment LLC	--	Mar 31, 26	-1.81K	--
Larson Financial Group LLC	--	Mar 31, 26	-148	--
RENAISSANCE TECHNOLOGIES LLC	--	Mar 31, 26	-8.20K	--
IFG Advisory, LLC	--	Mar 31, 26	-112.81K	--
MERCER GLOBAL ADVISORS INC /ADV	--	Mar 31, 26	-1.86K	--
HAZLETT, BURT & WATSON, INC.	--	Mar 31, 26	-488	--
PARK AVENUE SECURITIES LLC	--	Mar 31, 26	-222.59K	--
BANK OF NOVA SCOTIA	--	Mar 31, 26	-59.75K	--
ORG Partners LLC	34.06K	Dec 31, 25	+9.54K	0.05%
Global Retirement Partners, LLC	11.51K	Dec 31, 25	-49	0.02%
VANGUARD GROUP INC	6.41K	Dec 31, 25	+617	0.01%
COMERICA BANK	1.28K	Dec 31, 25	--	0.00%
SageView Advisory Group, LLC	126	Dec 31, 25	+126	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	0.79%
Raymond James Financial Services Advisors, Inc.	230.42K	Sep 30, 24	+114.81K	0.37%
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	0.34%
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

6.11M

Mar 31, 26

+1.73M

9.75%

LPL Financial LLC

3.34M

Mar 31, 26

+233.93K

5.32%

MORGAN STANLEY

3.14M

Mar 31, 26

+274.74K

5.00%

Norinchukin Bank, The

2.46M

Mar 31, 26

3.92%

ENVESTNET ASSET MANAGEMENT INC

2.04M

Mar 31, 26

+212.90K

3.26%

Vestmark Advisory Solutions, Inc.

1.80M

Mar 31, 26

+88.18K

2.86%

National Mutual Insurance Federation of Agricultural Cooperatives

1.27M

Mar 31, 26

2.03%

Cornerstone Wealth Management, LLC

673.28K

Mar 31, 26

+3.04K

1.07%

Wealth Group Ltd

590.01K

Mar 31, 26

+45.99K

0.94%

ASSETMARK, INC

570.25K

Mar 31, 26

+14.87K

0.91%

RAYMOND JAMES FINANCIAL INC

561.56K

Mar 31, 26

+339.20K

0.90%

Integrated Wealth Concepts LLC

561.12K

Mar 31, 26

+467.29K

0.89%

Cetera Investment Advisers

530.18K

Mar 31, 26

+27.41K

0.85%

Cambridge Investment Research Advisors, Inc.

519.42K

Mar 31, 26

+15.35K

0.83%

KELLY FINANCIAL GROUP LLC

497.79K

Mar 31, 26

-17.56K

0.79%

Perigon Wealth Management, LLC

449.86K

Mar 31, 26

+16.90K

0.72%

UBS ASSET MANAGEMENT AMERICAS INC

425.16K

Mar 31, 26

+425.16K

0.68%

Tradition Wealth Management, LLC

396.64K

Mar 31, 26

+39.07K

0.63%

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

292.17K

Mar 31, 26

+14.88K

0.47%

ADVISOR GROUP HOLDINGS, INC.

286.94K

Mar 31, 26

+33.47K

0.46%

Robertson Stephens Wealth Management, LLC

255.65K

Mar 31, 26

-535.83K

0.41%

MN Wealth Advisors, LLC

253.81K

Mar 31, 26

+6.59K

0.40%

MML INVESTORS SERVICES, LLC

212.65K

Mar 31, 26

-1.62K

0.34%

DRIVE WEALTH MANAGEMENT, LLC

168.50K

Mar 31, 26

+22.10K

0.27%

COMMONWEALTH EQUITY SERVICES, LLC

167.33K

Mar 31, 26

+89.60K

0.27%

CWM, LLC

164.07K

Mar 31, 26

+15.92K

0.26%

Strategic Financial Planning, Inc.

161.08K

Mar 31, 26

+161.08K

0.26%

Gradient Investments LLC

147.24K

Mar 31, 26

+51.10K

0.23%

AMERIPRISE FINANCIAL INC

145.43K

Mar 31, 26

+23.93K

0.23%

5T Wealth, LLC

130.00K

Mar 31, 26

-1.32K

0.21%

Bravias Capital Group, LLC

113.67K

Mar 31, 26

+1.04K

0.18%

GREAT VALLEY ADVISOR GROUP, INC.

112.85K

Mar 31, 26

+20.26K

0.18%

CreativeOne Wealth, LLC

107.11K

Mar 31, 26

+3.99K

0.17%

FLORIDA FINANCIAL ADVISORS, LLC

102.44K

Mar 31, 26

+5.01K

0.16%

Private Advisor Group, LLC

101.31K

Mar 31, 26

+19.78K

0.16%

Ascent Group, LLC

95.95K

Mar 31, 26

+3.11K

0.15%

Aptus Capital Advisors, LLC

87.49K

Mar 31, 26

+19.88K

0.14%

Golden State Wealth Management, LLC

85.30K

Mar 31, 26

-902

0.14%

ROYAL BANK OF CANADA

81.27K

Mar 31, 26

+11.66K

0.13%

SCHMIDT P J INVESTMENT MANAGEMENT INC

78.80K

Mar 31, 26

+4.80K

0.13%

Rosenberg Matthew Hamilton

66.03K

Mar 31, 26

+2.83K

0.11%

UNIQUE WEALTH, LLC

65.47K

Mar 31, 26

+65.47K

0.10%

Wayfinding Financial, LLC

54.08K

Mar 31, 26

+3.05K

0.09%

LAKE STREET FINANCIAL LLC

53.85K

Mar 31, 26

+2.06K

0.09%

NewEdge Advisors, LLC

52.81K

Mar 31, 26

-1.53K

0.08%

3Chopt Investment Partners, LLC

49.29K

Mar 31, 26

+926

0.08%

Gateway Wealth Partners, LLC

44.54K

Mar 31, 26

+26.02K

0.07%

Equitable Holdings, Inc.

42.48K

Mar 31, 26

+2.39K

0.07%

Creative Planning

41.39K

Mar 31, 26

-16.05K

0.07%

MGO ONE SEVEN LLC

41.02K

Mar 31, 26

-6.24K

0.07%

Golden State Equity Partners

40.98K

Mar 31, 26

+40.98K

0.07%

FLOW TRADERS U.S. LLC

40.36K

Mar 31, 26

+40.36K

0.06%

IFP Advisors, Inc

38.96K

Mar 31, 26

+3.63K

0.06%

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

38.33K

Mar 31, 26

-5.76K

0.06%

Triad Wealth Partners, LLC

38.21K

Mar 31, 26

+6.69K

0.06%

JANE STREET GROUP, LLC

33.48K

Mar 31, 26

+33.48K

0.05%

Tower Research Capital LLC (TRC)

33.07K

Mar 31, 26

+33.07K

0.05%

Miracle Mile Advisors, LLC

30.56K

Mar 31, 26

-3.12K

0.05%

Fingerlakes Wealth Management, Inc.

30.16K

Mar 31, 26

+638

0.05%

LOCKERMAN FINANCIAL GROUP, INC.

29.73K

Mar 31, 26

+587

0.05%

Clear Creek Financial Management, LLC

27.71K

Mar 31, 26

+971

0.04%

Brinker Capital Investments, LLC

27.51K

Mar 31, 26

-108.74K

0.04%

THRIVENT FINANCIAL FOR LUTHERANS

26.59K

Mar 31, 26

+1.01K

0.04%

FIRETHORN WEALTH PARTNERS, LLC

26.45K

Mar 31, 26

+1.10K

0.04%

Archer Investment Management, LLC

26.32K

Mar 31, 26

+26.32K

0.04%

AdvisorNet Financial, Inc

25.09K

Mar 31, 26

+1.32K

0.04%

Farther Finance Advisors, LLC

24.26K

Mar 31, 26

+533

0.04%

GTS SECURITIES LLC

22.76K

Mar 31, 26

+20.43K

0.04%

Jacobi Capital Management LLC

22.65K

Mar 31, 26

+1.31K

0.04%

Strategic Financial Concepts, LLC

22.55K

Mar 31, 26

+3.92K

0.04%

BANK OF AMERICA CORP /DE/

21.35K

Mar 31, 26

-1.62K

0.03%

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

20.67K

Mar 31, 26

+244

0.03%

GeoWealth Management, LLC

20.56K

Mar 31, 26

+1.41K

0.03%

IAG Wealth Partners, LLC

19.94K

Mar 31, 26

+716

0.03%

SUTTON PLACE INVESTORS LLC

19.89K

Mar 31, 26

-35

0.03%

SILVERLAKE WEALTH MANAGEMENT LLC

19.72K

Mar 31, 26

+4.87K

0.03%

VestGen Advisors, LLC

17.89K

Mar 31, 26

+3.38K

0.03%

Mattson Financial Services, LLC

15.89K

Mar 31, 26

+2.41K

0.03%

TWIN PEAKS WEALTH ADVISORS, LLC

15.77K

Mar 31, 26

0.03%

Ignite Planners, LLC

15.61K

Mar 31, 26

-117

0.02%

Keystone Wealth Services, LLC

15.55K

Mar 31, 26

+15.55K

0.02%

Arkadios Wealth Advisors

15.00K

Mar 31, 26

+10.78K

0.02%

SALEM INVESTMENT COUNSELORS INC

14.10K

Mar 31, 26

+4.43K

0.02%

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

13.16K

Mar 31, 26

-481

0.02%

IHT Wealth Management, LLC

12.88K

Mar 31, 26

+10.62K

0.02%

Archford Capital Strategies, LLC

12.65K

Mar 31, 26

-5.51K

0.02%

DIVERSIFY WEALTH MANAGEMENT, LLC

12.28K

Mar 31, 26

-3.39K

0.02%

Advisory Services Network, LLC

12.12K

Mar 31, 26

+857

0.02%

HighTower Advisors, LLC

11.64K

Mar 31, 26

+1.54K

0.02%

Hoxton Planning & Management, LLC

11.29K

Mar 31, 26

+3.35K

0.02%

J.W. COLE ADVISORS, INC.

10.76K

Mar 31, 26

-61

0.02%

Geneos Wealth Management Inc.

10.53K

Mar 31, 26

-733

0.02%

Resources Investment Advisors, LLC.

10.50K

Mar 31, 26

+6.18K

0.02%

FMR LLC

10.36K

Mar 31, 26

-223

0.02%

Financial Network Wealth Management LLC

10.06K

Mar 31, 26

+236

0.02%

KINGSWOOD WEALTH ADVISORS, LLC

9.85K

Mar 31, 26

-650

0.02%

PRIVATE TRUST CO NA

9.76K

Mar 31, 26

+307

0.02%

Envestnet Portfolio Solutions, Inc.

8.96K

Mar 31, 26

+1.63K

0.01%

Tripletail Wealth Management, LLC

8.67K

Mar 31, 26

+8.67K

0.01%

DAYMARK WEALTH PARTNERS, LLC

8.31K

Mar 31, 26

+4.16K

0.01%

WHITTIER TRUST CO OF NEVADA INC

8.17K

Mar 31, 26

+399

0.01%

RICHARDSON FINANCIAL SERVICES INC.

7.96K

Mar 31, 26

-83

0.01%

ADIRONDACK TRUST CO

7.71K

Mar 31, 26

+1.28K

0.01%

Goodman Advisory Group, LLC

7.41K

Mar 31, 26

+2.74K

0.01%

Kestra Advisory Services, LLC

7.05K

Mar 31, 26

+4.63K

0.01%

Rockefeller Capital Management L.P.

7.03K

Mar 31, 26

-3.01K

0.01%

Plan Group Financial, LLC

6.85K

Mar 31, 26

+112

0.01%

VANGUARD ADVISERS INC

6.40K

Mar 31, 26

+6.40K

0.01%

Pensionmark Financial Group, LLC

6.24K

Mar 31, 26

+338

0.01%

Ascension Capital Advisors, Inc.

6.17K

Mar 31, 26

+6.17K

0.01%

STIFEL FINANCIAL CORP

6.13K

Mar 31, 26

+403

0.01%

KFA Private Wealth Group, LLC

5.95K

Mar 31, 26

+2.85K

0.01%

Semus Wealth Partners LLC

5.60K

Mar 31, 26

+173

0.01%

INDEPENDENT FINANCIAL GROUP, LLC

5.57K

Mar 31, 26

+1.51K

0.01%

Sequent Planning LLC

5.48K

Mar 31, 26

+1.26K

0.01%

WealthPlan Investment Management, LLC

5.44K

Mar 31, 26

0.01%

UBS Group AG

5.42K

Mar 31, 26

+5.42K

0.01%

HRT FINANCIAL LP

5.27K

Mar 31, 26

+5.27K

0.01%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.24K

Mar 31, 26

-171

0.01%

Mariner, LLC

5.20K

Mar 31, 26

+2.98K

0.01%

Nabity-Jensen Investment Management Inc

5.13K

Mar 31, 26

0.01%

CARY STREET PARTNERS FINANCIAL LLC

5.03K

Mar 31, 26

+4.01K

0.01%

Paladin Wealth, LLC

5.01K

Mar 31, 26

+1.14K

0.01%

Advisors Capital Management, LLC

4.82K

Mar 31, 26

0.01%

Mutual Advisors, LLC

4.71K

Mar 31, 26

0.01%

Kelly Financial Services LLC

4.66K

Mar 31, 26

+529

0.01%

Summit Financial, LLC

4.50K

Mar 31, 26

+4.50K

0.01%

Csenge Advisory Group

4.38K

Mar 31, 26

+79

0.01%

Capital Investment Advisory Services, LLC

4.33K

Mar 31, 26

+197

0.01%

MAGNOLIA CAPITAL ADVISORS LLC

4.24K

Mar 31, 26

+4.24K

0.01%

Bank of New York Mellon Corp

4.20K

Mar 31, 26

+937

0.01%

Owen LaRue, LLC

4.12K

Mar 31, 26

-595

0.01%

Independent Advisor Alliance

3.98K

Mar 31, 26

+3.98K

0.01%

Brown Financial Advisors

3.82K

Mar 31, 26

+1.21K

0.01%

StoneX Group Inc.

3.69K

Mar 31, 26

+3.69K

0.01%

Patriot Financial Group Insurance Agency, LLC

3.57K

Mar 31, 26

+1.79K

0.01%

Bright Futures Wealth Management, LLC.

3.52K

Mar 31, 26

+3.52K

0.01%

GGM Financials LLC

3.10K

Mar 31, 26

-1.07K

0.00%

Brookstone Capital Management

3.09K

Mar 31, 26

-405

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

2.98K

Mar 31, 26

-95

0.00%

Shared Vision Wealth Group LLC

2.90K

Mar 31, 26

-13

0.00%

Beacon Pointe Advisors, LLC

2.69K

Mar 31, 26

0.00%

Archer Investment Corp

2.69K

Mar 31, 26

0.00%

TFB Advisors LLC

2.66K

Mar 31, 26

-7.04K

0.00%

Sanctuary Advisors, LLC

2.55K

Mar 31, 26

-616

0.00%

FLAGSTAR ADVISORS INC.

2.40K

Mar 31, 26

0.00%

Ameritas Advisory Services, LLC

2.37K

Mar 31, 26

+17

0.00%

ABSOLUTE CAPITAL MANAGEMENT, LLC

2.35K

Mar 31, 26

-380

0.00%

PRINCIPAL FINANCIAL GROUP INC

2.23K

Mar 31, 26

-5.88K

0.00%

Welch Group, LLC

2.23K

Mar 31, 26

0.00%

GRIMES & COMPANY, INC.

2.22K

Mar 31, 26

0.00%

Fortis Advisors, LLC

2.07K

Mar 31, 26

0.00%

Herold Advisors, Inc.

2.00K

Mar 31, 26

0.00%

Concurrent Investment Advisors, LLC

1.99K

Mar 31, 26

0.00%

OAK HARBOR WEALTH PARTNERS, LLC

1.99K

Mar 31, 26

+1.05K

0.00%

GOLDMAN SACHS GROUP INC

1.98K

Mar 31, 26

-51.45K

0.00%

JB Capital LLC

1.98K

Mar 31, 26

0.00%

Well Done, LLC

1.95K

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

1.88K

Mar 31, 26

+24

0.00%

Savant Capital, LLC

1.84K

Mar 31, 26

+1.84K

0.00%

WILEY BROS.-AINTREE CAPITAL, LLC

1.77K

Mar 31, 26

+87

0.00%

TOTAL INVESTMENT MANAGEMENT INC

1.76K

Mar 31, 26

0.00%

Frederick Financial Consultants, LLC

1.73K

Mar 31, 26

-29

0.00%

Integrated Capital Management, LLC

1.72K

Mar 31, 26

+1.72K

0.00%

Ancora Advisors, LLC

1.61K

Mar 31, 26

0.00%

Spire Wealth Management

1.47K

Mar 31, 26

+190

0.00%

Root Financial Partners, LLC

1.42K

Mar 31, 26

+1.42K

0.00%

FIFTH THIRD BANCORP

1.30K

Mar 31, 26

+1.30K

0.00%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.29K

Mar 31, 26

0.00%

Capital Analysts, LLC

1.26K

Mar 31, 26

+1.18K

0.00%

BlackRock, Inc.

1.14K

Mar 31, 26

+1.14K

0.00%

Transamerica Financial Advisors, Inc.

969

Mar 31, 26

-797

0.00%

LGT Financial Advisors LLC

789

Mar 31, 26

+44

0.00%

AE Wealth Management LLC

787

Mar 31, 26

-720

0.00%

Allworth Financial LP

681

Mar 31, 26

0.00%

Cornerstone Planning Group LLC

596

Mar 31, 26

+596

0.00%

SRS Capital Advisors, Inc.

586

Mar 31, 26

+123

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

531

Mar 31, 26

0.00%

WealthShield Partners, LLC

388

Mar 31, 26

0.00%

Rossby Financial, LCC

381

Mar 31, 26

-10

0.00%

Qube Research & Technologies Ltd

375

Mar 31, 26

-448

0.00%

BLAIR WILLIAM & CO/IL

330

Mar 31, 26

-810

0.00%

HARBOUR INVESTMENTS, INC.

289

Mar 31, 26

-50

0.00%

Smartleaf Asset Management LLC

285

Mar 31, 26

0.00%

WEBSTER BANK, N. A.

192

Mar 31, 26

0.00%

Western Wealth Management, LLC

191

Mar 31, 26

+191

0.00%

SBI Securities Co., Ltd.

186

Mar 31, 26

+30

0.00%

Synergy Investment Management, LLC

181

Mar 31, 26

+181

0.00%

QUADRANT CAPITAL GROUP LLC

179

Mar 31, 26

-920

0.00%

Sound Income Strategies, LLC

172

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

167

Mar 31, 26

+127

0.00%

Cherry Tree Wealth Management, LLC

166

Mar 31, 26

0.00%

Capital Investment Counsel, Inc

144

Mar 31, 26

0.00%

MPWM ADVISORY SOLUTIONS, LLC

137

Mar 31, 26

0.00%

JNBA Financial Advisors

136

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

124

Mar 31, 26

+124

0.00%

Steward Partners Investment Advisory, LLC

114

Mar 31, 26

+114

0.00%

US BANCORP \DE\

105

Mar 31, 26

-972

0.00%

Triumph Capital Management

100

Mar 31, 26

0.00%

BANK OF MONTREAL /CAN/

Mar 31, 26

0.00%

Main Street Group, LTD

Mar 31, 26

+83

0.00%

Strategic Wealth Partners, Ltd.

Mar 31, 26

0.00%

EverSource Wealth Advisors, LLC

Mar 31, 26

-80

0.00%

Federation des caisses Desjardins du Quebec

Mar 31, 26

0.00%

Bank of Jackson Hole Trust

Mar 31, 26

0.00%

Quent Capital, LLC

Mar 31, 26

0.00%

ROTHSCHILD INVESTMENT LLC

Mar 31, 26

0.00%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Mar 31, 26

0.00%

Williams Jones Wealth Management, LLC.

Mar 31, 26

-1.87K

Fairway Wealth LLC

Mar 31, 26

-711

Y-Intercept (Hong Kong) Ltd

Mar 31, 26

-4.03K

HOEY INVESTMENTS, INC

Mar 31, 26

-204

Janney Montgomery Scott LLC

Mar 31, 26

-3.38M

CITADEL ADVISORS LLC

Mar 31, 26

-15.51K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-412

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-137.06K

Mascagni Wealth Management, Inc.

Mar 31, 26

-1.68K

Betterment LLC

Mar 31, 26

-1.81K

Larson Financial Group LLC

Mar 31, 26

-148

RENAISSANCE TECHNOLOGIES LLC

Mar 31, 26

-8.20K

IFG Advisory, LLC

Mar 31, 26

-112.81K

MERCER GLOBAL ADVISORS INC /ADV

Mar 31, 26

-1.86K

HAZLETT, BURT & WATSON, INC.

Mar 31, 26

-488

PARK AVENUE SECURITIES LLC

Mar 31, 26

-222.59K

BANK OF NOVA SCOTIA

Mar 31, 26

-59.75K

ORG Partners LLC

34.06K

Dec 31, 25

+9.54K

0.05%

Global Retirement Partners, LLC

11.51K

Dec 31, 25

-49

0.02%

VANGUARD GROUP INC

6.41K

Dec 31, 25

+617

0.01%

COMERICA BANK

1.28K

Dec 31, 25

0.00%

SageView Advisory Group, LLC

126

Dec 31, 25

+126

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

0.79%

Raymond James Financial Services Advisors, Inc.

230.42K

Sep 30, 24

+114.81K

0.37%

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

0.34%

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%