BBUSJ P MORGAN EXCHANGE TRADED F
CUSIP 46641Q399 · Yahoo Finance ↗ · Google Finance ↗
J P Morgan Exchange Traded F (BBUS) has 218 institutional holders in Filings Flow’s 13F database, together reporting 31.44M shares worth $3.7B as of Q1 2026. The largest reported holders are Jpmorgan Chase & Co, Janney Montgomery Scott LLC, and Lpl Financial LLC.
Institutional Holders
218
Q1 2026
Reported Value
$3.7B
Ticker
BBUS
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO$1.56T AUM | 0.04% | $696M | 6.11M | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.96% | $417M | 3.38M | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.10% | $391M | 3.34M | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.02% | $368M | 3.14M | Q1 2026 |
| Norinchukin Bank, The$8.6B AUM | 3.36% | $288M | 2.46M | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.06% | $239M | 2.04M | Q1 2026 |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 2.33% | $210M | 1.80M | Q1 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives$13.0B AUM | 1.15% | $149M | 1.27M | Q1 2026 |
| Cornerstone Wealth Management, LLC$2.0B AUM | 3.95% | $79M | 673.3K | Q1 2026 |
| Wealth Group Ltd$439M AUM | 15.75% | $69M | 590.0K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.14% | $67M | 570.2K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $66M | 561.6K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.52% | $66M | 561.1K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.07% | $62M | 530.2K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.16% | $61M | 519.4K | Q1 2026 |
| KELLY FINANCIAL GROUP LLC$398M AUM | 14.67% | $58M | 497.8K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.96% | $53M | 449.9K | Q1 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.01% | $50M | 425.2K | Q1 2026 |
| Tradition Wealth Management, LLC$1.4B AUM | 3.31% | $46M | 396.6K | Q1 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$14.3B AUM | 0.24% | $34M | 292.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.05% | $34M | 286.9K | Q1 2026 |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.84% | $30M | 255.7K | Q1 2026 |
| MN Wealth Advisors, LLC$206M AUM | 14.47% | $30M | 253.8K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.23% | $27M | 222.6K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.07% | $25M | 212.7K | Q1 2026 |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 4.17% | $20M | 168.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.03% | $20M | 167.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.05% | $19M | 164.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $17M | 145.4K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.27% | $17M | 147.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $17M | 137.1K | Q4 2025OLDER |
| 5T Wealth, LLC$253M AUM | 6.02% | $15M | 130.0K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.03% | $14M | 127.9K | Q2 2025OLDER |
| IFG Advisory, LLC$35M AUM | 0.61% | $14M | 112.8K | Q4 2025OLDER |
| Bravias Capital Group, LLC$153M AUM | 8.71% | $13M | 113.7K | Q1 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.24% | $13M | 112.9K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.29% | $13M | 107.1K | Q1 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 2.87% | $12M | 102.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $12M | 101.3K | Q1 2026 |
| Ascent Group, LLC$2.9B AUM | 0.39% | $11M | 95.9K | Q1 2026 |
| Blue Oak Capital, LLC$190M AUM | 5.85% | $11M | 99.5K | Q2 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.08% | $10M | 87.5K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 1.09% | $10M | 85.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 81.3K | Q1 2026 |
| Alpha Advisors, LLC/VA$127M AUM | 7.44% | $9M | 80.4K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 1.55% | $9M | 78.8K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.24% | $9M | 74.7K | Q1 2026 |
| Rosenberg Matthew Hamilton$488M AUM | 1.59% | $8M | 66.0K | Q1 2026 |
| UNIQUE WEALTH, LLC$723M AUM | 1.06% | $8M | 65.5K | Q1 2026 |
| Elevation Wealth Management LLC$109M AUM | 6.98% | $8M | 64.9K | Q1 2026 |
| Strategic Financial Planning, Inc.$171M AUM | 4.40% | $8M | 161.1K | Q1 2026 |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.01% | $7M | 59.8K | Q4 2025OLDER |
| Wayfinding Financial, LLC$230M AUM | 2.75% | $6M | 54.1K | Q1 2026 |
| LAKE STREET PRIVATE WEALTH, LLC$785M AUM | 0.80% | $6M | 53.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $6M | 52.8K | Q1 2026 |
| von Borstel & Associates, Inc.$437M AUM | 0.94% | $6M | 49.8K | Q3 2025OLDER |
| 3Chopt Investment Partners, LLC$437M AUM | 1.32% | $6M | 49.3K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.03% | $5M | 42.5K | Q1 2026 |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.20% | $5M | 44.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $5M | 41.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.10% | $5M | 41.0K | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.36% | $5M | 41.0K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.15% | $5M | 40.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.09% | $5M | 39.0K | Q1 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.55% | $4M | 38.3K | Q1 2026 |
| Triad Wealth Partners, LLC$1.3B AUM | 0.35% | $4M | 38.2K | Q1 2026 |
| Legacy Edge Advisors, LLC$951M AUM | 0.46% | $4M | 37.2K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.74% | $4M | 34.1K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 33.5K | Q1 2026 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.10% | $4M | 33.1K | Q1 2026 |
| Composition Wealth, LLC$7.3B AUM | 0.05% | $4M | 30.6K | Q1 2026 |
| Fingerlakes Wealth Management, Inc.$151M AUM | 2.34% | $4M | 30.2K | Q1 2026 |
| LOCKERMAN FINANCIAL GROUP, INC.$56M AUM | 6.27% | $3M | 29.7K | Q1 2026 |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.25% | $3M | 27.7K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.03% | $3M | 27.5K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $3M | 26.6K | Q1 2026 |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 1.14% | $3M | 26.4K | Q1 2026 |
| Archer Investment Management, LLC$293M AUM | 1.30% | $3M | 26.3K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.15% | $3M | 25.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 24.3K | Q1 2026 |
| Merited Wealth, LLC$121M AUM | 2.25% | $3M | 23.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.09% | $3M | 22.8K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.15% | $3M | 22.7K | Q1 2026 |
| Strategic Financial Concepts, LLC$405M AUM | 0.65% | $3M | 22.6K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $3M | 21.3K | Q1 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$494M AUM | 0.62% | $2M | 20.7K | Q1 2026 |
| GeoWealth Management, LLC$2.8B AUM | 0.09% | $2M | 20.6K | Q1 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.06% | $2M | 17.9K | Q1 2026 |
| IAG Wealth Partners, LLC$896M AUM | 0.26% | $2M | 19.9K | Q1 2026 |
| Henderson Brothers Financial Partners, LLC$395M AUM | 0.59% | $2M | 19.9K | Q1 2026 |
| SUTTON PLACE INVESTORS LLC$183M AUM | 1.27% | $2M | 19.9K | Q1 2026 |
| Emergent Wealth Advisors, LLC$169M AUM | 1.37% | $2M | 19.8K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.48% | $2M | 19.7K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 15.5K | Q4 2025OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.44% | $2M | 15.9K | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.47% | $2M | 15.8K | Q1 2026 |
| Ignite Planners, LLC$648M AUM | 0.28% | $2M | 15.6K | Q1 2026 |
| Keystone Wealth Services, LLC$468M AUM | 0.39% | $2M | 15.6K | Q1 2026 |
| Arkadios Wealth Advisors$6.1B AUM | 0.03% | $2M | 15.0K | Q1 2026 |
| SALEM INVESTMENT COUNSELORS INC$3.4B AUM | 0.05% | $2M | 14.1K | Q1 2026 |
| NWAM LLC$1.7B AUM | 0.09% | $2M | 13.5K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.03% | $2M | 12.3K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.08% | $2M | 13.2K | Q1 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.04% | $2M | 12.9K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.17% | $1M | 12.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 12.1K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $1M | 11.5K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 11.6K | Q1 2026 |
| Aegis Wealth Management, Inc.$127M AUM | 1.04% | $1M | 11.3K | Q1 2026 |
| Hoxton Planning & Management, LLC$333M AUM | 0.40% | $1M | 11.3K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.04% | $1M | 10.8K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $1M | 10.5K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $1M | 10.5K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $1M | 10.4K | Q1 2026 |
| Olde Wealth Management, LLC$316M AUM | 0.37% | $1M | 10.1K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.08% | $1M | 10.4K | Q2 2025OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.05% | $1M | 9.9K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.10% | $1M | 9.8K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 9.0K | Q1 2026 |
| Tripletail Wealth Management, LLC$73M AUM | 1.40% | $1M | 8.7K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $1M | 8.2K | Q4 2025OLDER |
| DAYMARK WEALTH PARTNERS, LLC$3.2B AUM | 0.03% | $973,649 | 8.3K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.02% | $970,625 | 8.2K | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.58% | $933,343 | 8.0K | Q1 2026 |
| ADIRONDACK TRUST CO$336M AUM | 0.30% | $902,939 | 7.7K | Q1 2026 |
| Good Life Advisors, LLC$1.6B AUM | 0.06% | $887,944 | 7.9K | Q2 2025OLDER |
| Goodman Advisory Group, LLC$385M AUM | 0.23% | $868,421 | 7.4K | Q1 2026 |
| BAM Wealth Management, LLC$134M AUM | 0.62% | $834,322 | 7.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $826,516 | 7.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $823,541 | 7.0K | Q1 2026 |
| Plan Group Financial, LLC$426M AUM | 0.19% | $802,464 | 6.8K | Q1 2026 |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $790,044 | 7.1K | Q2 2025OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $789,924 | 6.4K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $778,963 | 7.0K | Q2 2025OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.12% | $759,795 | 6.5K | Q1 2026 |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $750,186 | 6.4K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $731,087 | 6.2K | Q1 2026 |
| Ascension Capital Advisors, Inc.$318M AUM | 0.23% | $723,001 | 6.2K | Q1 2026 |
| Safe Harbor Wealth Advisors, LLC$103M AUM | 0.70% | $719,480 | 5.9K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $717,962 | 6.1K | Q1 2026 |
| KFA Private Wealth Group, LLC$417M AUM | 0.17% | $697,104 | 5.9K | Q1 2026 |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.03% | $694,795 | 5.8K | Q3 2025OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.37% | $656,369 | 5.6K | Q1 2026 |
| Sequent Planning LLC$414M AUM | 0.16% | $642,264 | 5.5K | Q1 2026 |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.04% | $637,811 | 5.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $635,350 | 5.4K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $619,255 | 5.2K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $618,000 | 5.3K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $609,329 | 5.2K | Q1 2026 |
| Nabity-Jensen Investment Management Inc$144M AUM | 0.42% | $601,368 | 5.1K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $589,181 | 5.0K | Q1 2026 |
| Paladin Wealth, LLC$172M AUM | 0.40% | $586,955 | 5.0K | Q1 2026 |
| Advisors Capital Management, LLC$8.6B AUM | 0.01% | $564,690 | 4.8K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $552,269 | 4.7K | Q1 2026 |
| Kelly Financial Services LLC$467M AUM | 0.13% | $546,225 | 4.7K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.01% | $527,829 | 4.5K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.02% | $513,717 | 4.4K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.04% | $507,272 | 4.3K | Q1 2026 |
| Y-Intercept (Hong Kong) Ltd$5.1B AUM | 0.01% | $497,186 | 4.0K | Q4 2025OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.10% | $497,078 | 4.2K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $491,964 | 4.2K | Q1 2026 |
| Owen LaRue, LLC$261M AUM | 0.19% | $482,899 | 4.1K | Q1 2026 |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $466,352 | 4.0K | Q1 2026 |
| Brown Financial Advisors$264M AUM | 0.17% | $447,393 | 3.8K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.02% | $432,980 | 3.7K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $418,566 | 3.6K | Q1 2026 |
| Bright Futures Wealth Management, LLC.$146M AUM | 0.28% | $412,474 | 3.5K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $397,925 | 3.6K | Q2 2025OLDER |
| GGM Financial LLC$217M AUM | 0.17% | $363,024 | 3.1K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.00% | $361,742 | 3.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $349,431 | 3.0K | Q1 2026 |
| Shared Vision Wealth Group LLC$245M AUM | 0.14% | $339,446 | 2.9K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $326,265 | 2.7K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $315,566 | 2.7K | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.07% | $315,331 | 2.7K | Q1 2026 |
| TFB Advisors LLC$191M AUM | 0.16% | $311,347 | 2.7K | Q1 2026 |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $311,062 | 2.6K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $299,171 | 2.6K | Q1 2026 |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.10% | $281,790 | 2.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $277,248 | 2.4K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.09% | $275,545 | 2.4K | Q1 2026 |
| CPWA, LLC$84M AUM | 0.31% | $262,921 | 2.0K | Q1 2026 |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $261,897 | 2.2K | Q1 2026 |
| Welch Group, LLC$2.7B AUM | 0.01% | $260,911 | 2.2K | Q1 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.01% | $260,014 | 2.2K | Q1 2026 |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $248,283 | 2.2K | Q2 2025OLDER |
| Fortis Advisors, LLC$200M AUM | 0.12% | $242,429 | 2.1K | Q1 2026 |
| Herold Advisors, Inc.$455M AUM | 0.05% | $234,360 | 2.0K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $233,657 | 2.0K | Q1 2026 |
| Cordgrass Capital Advisors, LLC$427M AUM | 0.05% | $232,837 | 2.0K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $232,016 | 2.0K | Q1 2026 |
| JB Capital LLC$2.5B AUM | 0.01% | $231,545 | 2.0K | Q1 2026 |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.00% | $230,343 | 1.9K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $229,973 | 1.9K | Q4 2025OLDER |
| Well Done, LLC$681M AUM | 0.03% | $228,150 | 1.9K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $223,000 | 1.8K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $220,650 | 1.9K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $216,198 | 1.8K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $207,298 | 1.8K | Q1 2026 |
| Mascagni Wealth Management, Inc.$140M AUM | 0.15% | $206,834 | 1.7K | Q4 2025OLDER |
| TOTAL INVESTMENT MANAGEMENT INC$858M AUM | 0.02% | $206,823 | 1.8K | Q1 2026 |
| Frederick Financial Consultants, LLC$201M AUM | 0.10% | $202,253 | 1.7K | Q1 2026 |
| Integrated Capital Management, LLC$237M AUM | 0.08% | $201,315 | 1.7K | Q1 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.02% | $200,004 | 1.7K | Q3 2025OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.19% | $197,655 | 1.7K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $171,669 | 1.5K | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.01% | $166,161 | 1.4K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $158,453 | 1.3K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $151,982 | 1.3K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $151,799 | 1.3K | Q1 2026 |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $148,000 | 1.3K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $133,937 | 1.1K | Q1 2026 |
| Ridgewood Investments LLC$244M AUM | 0.06% | $128,596 | 1.1K | Q2 2025OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.01% | $113,640 | 969 | Q1 2026 |
| LGT Financial Advisors LLC$20M AUM | 0.47% | $92,414 | 789 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $92,234 | 787 | Q1 2026 |
| Fairway Wealth LLC$379M AUM | 0.02% | $87,673 | 711 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $79,821 | 681 | Q1 2026 |
| Cornerstone Planning Group LLC$749M AUM | 0.01% | $77,719 | 596 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $68,668 | 586 | Q1 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $62,223 | 531 | Q1 2026 |
| HAZLETT, BURT & WATSON, INC.$320M AUM | 0.02% | $60,000 | 488 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $50,804 | 412 | Q4 2025OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.05% | $49,000 | 394 | Q4 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.01% | $45,466 | 388 | Q1 2026 |
| Rossby Financial, LCC$489M AUM | 0.01% | $44,973 | 381 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $43,943 | 375 | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $38,669 | 330 | Q1 2026 |
| Vision Retirement, LLC$373M AUM | 0.01% | $36,006 | 292 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $33,938 | 289 | Q1 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $32,444 | 285 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $29,995 | 268 | Q2 2025OLDER |
| Family Legacy Financial Solutions, LLC$164M AUM | 0.02% | $28,717 | 238 | Q3 2025OLDER |
| HOEY INVESTMENTS, INC$693M AUM | 0.00% | $25,156 | 204 | Q4 2025OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.00% | $22,499 | 192 | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $21,795 | 186 | Q1 2026 |
| Synergy Investment Management, LLC$306M AUM | 0.01% | $21,210 | 181 | Q1 2026 |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.00% | $20,976 | 179 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $20,303 | 172 | Q1 2026 |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $19,569 | 167 | Q1 2026 |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.00% | $19,452 | 166 | Q1 2026 |
| Darwin Wealth Management, LLC$321M AUM | 0.01% | $18,641 | 176 | Q2 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $18,250 | 148 | Q4 2025OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.00% | $16,874 | 144 | Q1 2026 |
| MPWM ADVISORY SOLUTIONS, LLC$189M AUM | 0.01% | $16,051 | 137 | Q1 2026 |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $15,937 | 136 | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $15,538 | 126 | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $14,530 | 124 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $13,359 | 114 | Q1 2026 |
| Riggs Asset Managment Co. Inc.$486M AUM | 0.00% | $12,424 | 111 | Q2 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $12,304 | 105 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $11,718 | 100 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $9,960 | 85 | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $9,726 | 83 | Q1 2026 |
| Motiv8 Investments LLC$183M AUM | 0.00% | $9,000 | 77 | Q4 2025OLDER |
| WealthTrak Capital Management LLC$140M AUM | 0.01% | $7,051 | 63 | Q2 2025OLDER |
| Wilkerson Advisory Group LLC$291M AUM | 0.00% | $6,905 | 56 | Q4 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $6,289 | 51 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $5,892 | 50 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $5,859 | 50 | Q1 2026 |
| Bank of Jackson Hole Trust$207M AUM | 0.00% | $3,867 | 33 | Q1 2026 |
| Quent Capital, LLC$1.4B AUM | 0.00% | $3,299 | 28 | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,578 | 22 | Q1 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.00% | $1,172 | 10 | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.00% | $1,007 | 9 | Q2 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.