How many institutions own BBMC stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BBMC shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling JPMorgan BetaBuilders U.S. Mid Cap Equity ETF stock?

WELLS FARGO & COMPANY/MN, in the last quarter, reduced its stake in BBMC by -2.03% restricting it's holding to 13.86 thousand shares of worth nearly $1.50M. JANNEY MONTGOMERY SCOTT LLC also lessened -9.97% of the BBMC shares from its portfolio, reducing its holding to 154.08 thousand shares of worth $16.70M. LGT FINANCIAL ADVISORS LLC also shunned BBMC shares holding by -10% last quarter which brought its holding to 108 shares worth $11.72K.

Investors who are buying BBMC stock?

As per its latest 13F filing, TRIAD WEALTH PARTNERS, LLC increased its stake in BBMC by 15.3% in the last quarter. The institutional holder raised its holding to 5.29 thousand shares having worth more than $573.46K. LPL FINANCIAL LLC also added 67.5% more shares of BBMC to its portfolio, raising its holding to 48.45 thousand shares of worth $5.25M. US BANCORP \DE\ also increased its BBMC shares holding by 100% which brought its holding to 146 shares worth $15.83K.

BBMC's major insiders: who are they?

The insider with the most stakes in BBMC is N/A , N/A at the company. Additionally, BBMC stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell BBMC stock?

Company executives, directors, and other insiders own N/A percent of JPMorgan BetaBuilders U.S. Mid Cap Equity ETF's stock. Within the last six months, there have been 0 transaction(s) in which BBMC insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased BBMC stock?

There have been 0 transaction(s) during the past 6-months in which JPMorgan BetaBuilders U.S. Mid Cap Equity ETF insiders have bought stock, totalling 0 shares

How much of BBMC does insiders own?

Around 0 JPMorgan BetaBuilders U.S. Mid Cap Equity ETF shares are held by insiders, which represents about N/A of BBMC stock.

Who is the insider with the largest stake?

BBMC N/A, N/A holds the largest portfolio of the company's shares. BBMC shares owned by N/A total nearly -.

Which institution holds the most shares in BBMC?

WELLS FARGO & COMPANY/MN is the largest institutional owner in BBMC which holds 13.86 thousand shares worth $1.50M or 0.08% of the total BBMC shares outstanding followed by TRIAD WEALTH PARTNERS, LLC with ownership of 5.29 thousand shares representing 0.03% of the BBMC ownership. LPL FINANCIAL LLC is the third largest stakeholder with 48.45 thousand shares or 0.28% of the ownership worth more than $5.25M.

Is JPMorgan BetaBuilders U.S. Mid Cap Equity ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BBMC is concerned, it is a stock which is optionable.

Is there a short position on BBMC's shares?

Number of BBMC shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BBMC shares are there?

As of today, null shares of BBMC are outstanding.

Is there many float in BBMC stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BBMC has null shares in float.

BBMC short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BBMC is null.

JPMorgan BetaBuilders US Mid Cap Equity ETF (BBMC) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. WELLS FARGO & COMPANY/MN is the top corporate investor, holding 13.86K shares valued at $1.50M. A 0.08% stake in JPMorgan BetaBuilders U.S. Mid Cap Equity ETF is owned by the company. TRIAD WEALTH PARTNERS, LLC owns 5.29K shares valued at $573.46K, which translates its holding of 0.03% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.08%	13.86K	1.5M	-287	-2.03%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0.03%	5.29K	573.46K	702	+15.30%
Mar 31, 2026	LPL FINANCIAL LLC	0.28%	48.45K	5.25M	19.52K	+67.50%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.9%	154.08K	16.7M	-17.07K	-9.97%
Mar 31, 2026	US BANCORP \DE\	0%	146	15.83K	146	+100.00%
Mar 31, 2026	APTUS CAPITAL ADVISORS, LLC	0%	47	5.1K	0	0
Mar 31, 2026	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	86	9.32K	0	0
Mar 31, 2026	LGT FINANCIAL ADVISORS LLC	0%	108	11.72K	-12	-10.00%
Mar 31, 2026	GGM FINANCIALS LLC	0%	117	12.71K	21	+21.88%
Mar 31, 2026	ASSETMARK, INC	0%	140	15.18K	-8	-5.41%
Mar 31, 2026	CWM, LLC	0%	726	78.71K	455	+167.90%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	2.1K	227.23K	-156	-6.93%
Mar 31, 2026	ASCENT GROUP, LLC	0.02%	3.37K	365.23K	109	+3.34%
Mar 31, 2026	MN WEALTH ADVISORS, LLC	0.02%	3.64K	394.48K	-82	-2.20%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.02%	4.08K	442.61K	4.08K	+100.00%
Mar 31, 2026	ARCHER INVESTMENT CORP	0.03%	4.52K	489.58K	4.52K	+100.00%
Mar 31, 2026	ROYAL BANK OF CANADA	0.04%	6.15K	667K	2.96K	+92.76%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.07%	12.64K	1.37M	9.26K	+273.41%
Mar 31, 2026	CITADEL ADVISORS LLC	0.07%	12.7K	1.38M	2.18K	+20.70%
Mar 31, 2026	SOUND INCOME STRATEGIES, LLC	0%	6	657	0	0
Mar 31, 2026	ANGELES WEALTH MANAGEMENT, LLC	0%	14	1.52K	14	+100.00%
Mar 31, 2026	FAIRWAY WEALTH LLC	0%	0	-	-143	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0%	0	-	-995	-100.00%
Mar 31, 2026	CORNERSTONE PLANNING GROUP LLC	0%	0	-	-1.08K	-100.00%
Mar 31, 2026	TBH GLOBAL ASSET MANAGEMENT, LLC	0%	0	-	-15.28K	-100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	0	-	-263	-100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-20.74K	-100.00%
Mar 31, 2026	GRADIENT INVESTMENTS LLC	0.05%	8.58K	929.62K	-719	-7.74%
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0%	14	1.52K	4	+40.00%
Mar 31, 2026	WEALTHSHIELD PARTNERS, LLC	0%	14	1.52K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0%	24	2.6K	-5	-17.24%
Mar 31, 2026	ROSSBY FINANCIAL, LCC	0%	29	3.18K	0	0
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0%	38	4.17K	38	+100.00%
Mar 31, 2026	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	39	4.27K	0	0
Mar 31, 2026	SUTTON PLACE INVESTORS LLC	0.02%	3.31K	359.27K	-309	-8.53%
Mar 31, 2026		0.02%	3.32K	359.81K	0	0
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0%	52	5.6K	0	0
Mar 31, 2026	GREAT VALLEY ADVISOR GROUP, INC.	0.01%	2.49K	270.06K	544	+27.91%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	3.22K	349.51K	-157	-4.64%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-16.27K	-100.00%
Mar 31, 2026	EQUITABLE HOLDINGS, INC.	0.12%	20.86K	2.22M	20.86K	+100.00%
Mar 31, 2026	ACT ADVISORS, LLC.	0.08%	13.23K	1.43M	-629	-4.54%
Mar 31, 2026	MGO ONE SEVEN LLC	0.04%	5.98K	648.18K	-1.61K	-21.21%
Mar 31, 2026	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	15	1.63K	0	0
Mar 31, 2026	THRIVE WEALTH MANAGEMENT, LLC	0.01%	2.28K	247.28K	338	+17.40%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.03%	4.39K	475.5K	-20.69K	-82.51%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0%	63	6.83K	63	+100.00%
Mar 31, 2026	UBS GROUP AG	0%	130	14.09K	130	+100.00%
Mar 31, 2026	IAG WEALTH PARTNERS, LLC	0.05%	8.37K	907.17K	-403	-4.59%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.05%	8.54K	925.93K	8.54K	+100.00%
Mar 31, 2026	SANCTUARY ADVISORS, LLC	0.05%	8.65K	937.64K	-25.41K	-74.60%
Mar 31, 2026	MORGAN STANLEY	0.1%	16.47K	1.79M	5.88K	+55.47%
Mar 31, 2026	JPMORGAN CHASE & CO	94.78%	16.21M	1.7B	549.95K	+3.51%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	0	-	-111	-100.00%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.12%	19.82K	2.15M	-489	-2.41%
Mar 31, 2026	BANK OF NEW YORK MELLON CORP	0.04%	7.33K	794.67K	-25.41K	-77.61%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	70	7.66K	0	0
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	6	683	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	90.18%	15.66M	1.67B	-1.85M	-10.56%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.19%	32.74K	3.49M	32.74K	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.02%	171.14K	18.25M	-1.54K	-0.89%
Dec 31, 2025	ROYAL BANK OF CANADA	0.02%	3.19K	340K	-18.64K	-85.39%
Dec 31, 2025	SUTTON PLACE INVESTORS LLC	0.02%	3.62K	386.28K	18	+0.50%
Dec 31, 2025	MN WEALTH ADVISORS, LLC	0.02%	3.72K	396.73K	-14	-0.37%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.03%	4.59K	489.16K	4.59K	+100.00%
Dec 31, 2025	APTUS CAPITAL ADVISORS, LLC	0%	47	5.01K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0%	52	5.5K	1	+1.96%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	70	7.46K	0	0
Dec 31, 2025	ORG PARTNERS LLC	0%	70	7.46K	0	0
Dec 31, 2025		0%	77	8K	77	+100.00%
Dec 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	86	9.17K	0	0
Dec 31, 2025	GGM FINANCIALS LLC	0%	96	10.24K	0	0
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	111	11.87K	0	0
Dec 31, 2025	LGT FINANCIAL ADVISORS LLC	0%	120	12.78K	33	+37.93%
Dec 31, 2025	MGO ONE SEVEN LLC	0.04%	7.59K	809.14K	777	+11.41%
Dec 31, 2025	IAG WEALTH PARTNERS, LLC	0.05%	8.77K	935.17K	-378	-4.13%
Dec 31, 2025	GRADIENT INVESTMENTS LLC	0.05%	9.29K	990.93K	-380	-3.93%
Dec 31, 2025	ACT ADVISORS, LLC.	0.08%	13.86K	1.48M	-303	-2.14%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.08%	14.15K	1.51M	-37	-0.26%
Dec 31, 2025	TBH GLOBAL ASSET MANAGEMENT, LLC	0.09%	15.28K	941.08K	15.28K	+100.00%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	16.27K	1.73M	12.8K	+368.63%
Dec 31, 2025	ROSSBY FINANCIAL, LCC	0%	29	3.09K	0	0
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	16	1.71K	2	+14.29%
Dec 31, 2025	WEALTHSHIELD PARTNERS, LLC	0%	14	1.49K	0	0
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0%	10	1.07K	10	+100.00%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.12%	20.31K	2.17M	-9.06K	-30.84%
Dec 31, 2025	JANE STREET GROUP, LLC	0.12%	20.74K	2.21M	20.74K	+100.00%
Dec 31, 2025	RISE ADVISORS, LLC	0%	0	-	-13	-100.00%
Dec 31, 2025	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0%	15	1.6K	15	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	29	3.09K	14	+93.33%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	39	4.16K	39	+100.00%
Dec 31, 2025	FAIRWAY WEALTH LLC	0%	143	15.25K	143	+100.00%
Dec 31, 2025	ASSETMARK, INC	0%	148	15.78K	-4	-2.63%
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	263	28.06K	263	+100.00%
Dec 31, 2025	CWM, LLC	0%	271	29K	0	0
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.01%	995	106.11K	995	+100.00%
Dec 31, 2025	CORNERSTONE PLANNING GROUP LLC	0.01%	1.08K	122.28K	1.08K	+100.00%
Dec 31, 2025	THRIVE WEALTH MANAGEMENT, LLC	0.01%	1.94K	207.16K	-272	-12.28%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	2.25K	240.11K	116	+5.43%
Dec 31, 2025	ASCENT GROUP, LLC	0.02%	3.26K	347.58K	89	+2.81%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	3.38K	360.48K	-106	-3.04%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.02%	3.39K	360.91K	622	+22.51%
Dec 31, 2025	LPL FINANCIAL LLC	0.17%	28.93K	3.08M	634	+2.24%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0%	0	-	-34.64K	-100.00%
Dec 31, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.01%	1.95K	207.48K	-62	-3.08%
Dec 31, 2025	CITADEL ADVISORS LLC	0.06%	10.52K	1.12M	2.35K	+28.74%
Dec 31, 2025	MORGAN STANLEY	0.06%	10.59K	1.13M	6.85K	+182.81%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	25.08K	2.68M	-3.53K	-12.34%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.2%	34.06K	3.63M	31.94K	+1,507.13%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	2.76K	287.35K	-3.96K	-58.89%
Sep 30, 2025	CWM, LLC	0%	271	28K	0	0
Sep 30, 2025	GGM FINANCIALS LLC	0%	96	9.94K	96	+100.00%
Sep 30, 2025	LGT FINANCIAL ADVISORS LLC	0%	87	9K	-4	-4.40%
Sep 30, 2025	UBS GROUP AG	0%	0	-	-3.7K	-100.00%
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0%	86	8.94K	86	+100.00%
Sep 30, 2025	WEALTHSHIELD PARTNERS, LLC	0%	14	1.46K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	14	1.46K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	111	11.53K	1	+0.91%
Sep 30, 2025	ORG PARTNERS LLC	0%	70	7.28K	70	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	70	7.28K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0%	51	5.34K	0	0
Sep 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	47	4.89K	0	0
Sep 30, 2025	ROSSBY FINANCIAL, LCC	0%	29	3.03K	0	0
Sep 30, 2025	IFP ADVISORS, INC	0%	15	1.56K	7	+87.50%
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	6	629	0	0
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-1.48K	-100.00%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0%	0	-	-2.63K	-100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	0	-	-14	-100.00%
Sep 30, 2025	ASSETMARK, INC	0%	152	15.81K	-14	-8.43%
Sep 30, 2025	RISE ADVISORS, LLC	0%	13	1.31K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-7	-100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.01%	2.12K	220.38K	-2.03K	-48.92%
Sep 30, 2025	JPMORGAN CHASE & CO	94.4%	17.51M	1.82B	-330.39K	-1.85%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.93%	172.69K	17.96M	-2.18K	-1.25%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.19%	34.64K	3.6M	-5.8K	-14.35%
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.16%	29.37K	3.05M	9.81K	+50.14%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	28.61K	2.98M	-5.54K	-16.21%
Sep 30, 2025	LPL FINANCIAL LLC	0.15%	28.29K	2.94M	1.9K	+7.22%
Sep 30, 2025	ROYAL BANK OF CANADA	0.12%	21.83K	2.27M	19.31K	+765.40%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.08%	14.18K	1.48M	2.25K	+18.89%
Sep 30, 2025	ACT ADVISORS, LLC.	0.08%	14.16K	1.47M	-38	-0.27%
Sep 30, 2025	GRADIENT INVESTMENTS LLC	0.05%	9.67K	1.01M	-1.85K	-16.04%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0.05%	9.15K	951.5K	48	+0.53%
Sep 30, 2025	CITADEL ADVISORS LLC	0.04%	8.17K	849.99K	1.39K	+20.42%
Sep 30, 2025	MGO ONE SEVEN LLC	0.04%	6.81K	708.45K	993	+17.06%
Sep 30, 2025	MORGAN STANLEY	0.02%	3.75K	389.59K	586	+18.54%
Sep 30, 2025	MN WEALTH ADVISORS, LLC	0.02%	3.73K	388.35K	-82	-2.15%
Sep 30, 2025	SUTTON PLACE INVESTORS LLC	0.02%	3.61K	374.92K	-24	-0.66%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	3.49K	362.65K	280	+8.73%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.02%	3.47K	361.09K	-14.69K	-80.88%
Sep 30, 2025	ASCENT GROUP, LLC	0.02%	3.17K	329.78K	364	+12.97%
Sep 30, 2025	THRIVE WEALTH MANAGEMENT, LLC	0.01%	2.22K	230.36K	0	0
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	2.14K	222.14K	506	+31.04%
Sep 30, 2025	GREAT VALLEY ADVISOR GROUP, INC.	0.01%	2.01K	209.12K	2.01K	+100.00%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	0.06%	11.52K	1.12M	11.52K	+100.00%
Jun 30, 2025	HRT FINANCIAL LP	0%	0	-	-2.8K	-100.00%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0%	0	-	-4.48K	-100.00%
Jun 30, 2025	ADVISORNET FINANCIAL, INC	0%	0	-	-1.21K	-100.00%
Jun 30, 2025	UBS GROUP AG	0.02%	3.7K	360.57K	-997	-21.23%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.06%	11.93K	1.16M	10.94K	+1,106.27%
Jun 30, 2025	IFP ADVISORS, INC	0%	8	779	-688	-98.85%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	7	682	7	+100.00%
Jun 30, 2025	ACT ADVISORS, LLC.	0.08%	14.2K	1.38M	126	+0.90%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	18.16K	1.77M	7.98K	+78.43%
Jun 30, 2025	FLOW TRADERS U.S. LLC	0.1%	19.56K	1.91M	-25.94K	-57.01%
Jun 30, 2025	ASSETMARK, INC	0%	166	16.18K	-19.68K	-99.16%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.01%	1.48K	144.23K	1.48K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0%	0	-	-17.66K	-100.00%
Jun 30, 2025	PRIVATE TRUST CO NA	0%	0	-	-54	-100.00%
Jun 30, 2025	COMERICA BANK	0%	0	-	-215	-100.00%
Jun 30, 2025	RISE ADVISORS, LLC	0%	13	1.23K	0	0
Jun 30, 2025	CITADEL ADVISORS LLC	0.04%	6.79K	661.39M	-635	-8.56%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	34.15K	3.3M	-22.43K	-39.64%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.22%	40.45K	3.94B	25.11K	+163.66%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.93%	174.86K	17.04M	3.2K	+1.86%
Jun 30, 2025	JPMORGAN CHASE & CO	95.18%	17.84M	1.74B	-381.98K	-2.10%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.63K	158.84K	370	+29.37%
Jun 30, 2025	THRIVE WEALTH MANAGEMENT, LLC	0.01%	2.22K	215.85K	2.22K	+100.00%
Jun 30, 2025	RICHARDSON FINANCIAL SERVICES INC.	0%	0	-	-73	-100.00%
Jun 30, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0%	0	-	-8.04K	-100.00%
Jun 30, 2025	APTUS CAPITAL ADVISORS, LLC	0%	47	4.54K	0	0
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0%	51	4.98K	0	0
Jun 30, 2025	MORGAN STANLEY	0.02%	3.16K	308.04M	-1.05K	-24.96%
Jun 30, 2025		0%	29	2.83K	0	0
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.01%	2.63K	255.97K	2.63K	+100.00%
Jun 30, 2025	ASCENT GROUP, LLC	0.02%	2.81K	273.54K	-384	-12.03%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	3.21K	312.52K	243	+8.20%
Jun 30, 2025	SUTTON PLACE INVESTORS LLC	0.02%	3.63K	353.65K	-65	-1.76%
Jun 30, 2025	LPL FINANCIAL LLC	0.14%	26.39K	2.57M	153	+0.58%
Jun 30, 2025	CWM, LLC	0%	271	26K	0	0
Jun 30, 2025	3CHOPT INVESTMENT PARTNERS, LLC	0%	0	-	-1.94K	-100.00%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	110	10.76K	0	0
Jun 30, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0%	0	-	-1	-100.00%
Jun 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	6	585	0	0
Jun 30, 2025	LGT FINANCIAL ADVISORS LLC	0%	91	8.89K	4	+4.60%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	14	1.36K	14	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.01%	2.52K	246K	-1.92K	-43.20%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-15	-100.00%
Jun 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	14	1.4K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	70	6.82K	0	0
Jun 30, 2025	AE WEALTH MANAGEMENT LLC	0%	0	-	-9	-100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	0	-	-89	-100.00%
Jun 30, 2025	WEALTHSHIELD PARTNERS, LLC	0%	14	1.36K	0	0
Jun 30, 2025	NORTHROCK PARTNERS, LLC	0%	0	-	-63	-100.00%
Jun 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0%	0	-	-121	-100.00%
Jun 30, 2025	ROSSBY FINANCIAL, LCC	0%	29	2.83K	0	0
Jun 30, 2025	MN WEALTH ADVISORS, LLC	0.02%	3.82K	371.93K	-536	-12.32%
Jun 30, 2025	MGO ONE SEVEN LLC	0.03%	5.82K	567.06K	5.82K	+100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.04%	6.72K	654.96K	216	+3.32%
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0.05%	9.1K	886.92K	4.66K	+104.98%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.26%	45.5K	4.1M	32.86K	+259.91%
Mar 31, 2025	RICHARDSON FINANCIAL SERVICES INC.	0%	73	6.58K	-626	-89.56%
Mar 31, 2025	MORGAN STANLEY	0.02%	4.21K	379.62K	-107.01K	-96.21%
Mar 31, 2025	MN WEALTH ADVISORS, LLC	0.02%	4.35K	392.24K	-2.97K	-40.52%
Mar 31, 2025	IAG WEALTH PARTNERS, LLC	0.03%	4.44K	400.14K	-576	-11.48%
Mar 31, 2025	ROYAL BANK OF CANADA	0.03%	4.44K	400K	4.43K	+31,628.57%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	56.57K	5.1M	22.6K	+66.54%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.97%	171.67K	15.47M	-127.79K	-42.67%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0%	0	-	-13.93K	-100.00%
Mar 31, 2025	HALBERT HARGROVE GLOBAL ADVISORS, LLC	0%	1	91	-1	-50.00%
Mar 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	6	541	0	0
Mar 31, 2025	AE WEALTH MANAGEMENT LLC	0%	9	811	9	+100.00%
Mar 31, 2025	RISE ADVISORS, LLC	0%	13	1.13K	0	0
Mar 31, 2025	WEALTHSHIELD PARTNERS, LLC	0%	14	1.26K	0	0
Mar 31, 2025	JPMORGAN CHASE & CO	102.74%	18.22M	1.64B	845.28K	+4.86%
Mar 31, 2025		0%	29	2.55K	29	+100.00%
Mar 31, 2025	PRIVATE TRUST CO NA	0%	54	4.87K	-962	-94.69%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	70	6.35K	-874	-92.58%
Mar 31, 2025	CWM, LLC	0%	271	24K	252	+1,326.32%
Mar 31, 2025	IFP ADVISORS, INC	0%	696	62.72K	-33	-4.53%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.01%	989	89.13K	-186	-15.83%
Mar 31, 2025	NORTHROCK PARTNERS, LLC	0%	63	5.68K	63	+100.00%
Mar 31, 2025	COMERICA BANK	0%	215	19.36K	-25	-10.42%
Mar 31, 2025	ADVISORNET FINANCIAL, INC	0.01%	1.21K	109.14K	628	+107.72%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.26K	113.55K	264	+26.51%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.02%	2.96K	267.12K	653	+28.26%
Mar 31, 2025	ASCENT GROUP, LLC	0.02%	3.19K	287.57K	-1.66K	-34.21%
Mar 31, 2025	TWO SIGMA SECURITIES, LLC	0.03%	4.48K	403.38K	4.48K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.03%	4.7K	423.29K	4.67K	+17,296.30%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.04%	6.51K	586.23K	5.22K	+404.26%
Mar 31, 2025	CITADEL ADVISORS LLC	0.04%	7.42K	668.87K	-14.86K	-66.70%
Mar 31, 2025	APTUS CAPITAL ADVISORS, LLC	0%	47	4.19K	0	0
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0%	51	4.6K	51	+100.00%
Mar 31, 2025	3CHOPT INVESTMENT PARTNERS, LLC	0.01%	1.94K	174.38K	1.94K	+100.00%
Mar 31, 2025	HRT FINANCIAL LP	0.02%	2.8K	252K	2.8K	+100.00%
Mar 31, 2025	PROSPERITY WEALTH MANAGEMENT, INC.	0.05%	8.04K	724.48K	257	+3.30%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	10.18K	917.06K	-1.41K	-12.17%
Mar 31, 2025	LGT FINANCIAL ADVISORS LLC	0%	87	7.83K	-26	-23.01%
Mar 31, 2025	SUTTON PLACE INVESTORS LLC	0.02%	3.69K	332.9K	190	+5.42%
Mar 31, 2025	ACT ADVISORS, LLC.	0.08%	14.08K	1.27M	256	+1.85%
Mar 31, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	14	1.29K	0	0
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	0%	15	1.35K	15	+100.00%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	0%	89	8.02K	89	+100.00%
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	110	9.93K	0	0
Mar 31, 2025	WHITTIER TRUST CO OF NEVADA INC	0%	121	10.9K	0	0
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.09%	15.34K	1.38M	10.77K	+235.30%
Mar 31, 2025	JANE STREET GROUP, LLC	0.1%	17.66K	1.59M	17.66K	+100.00%
Mar 31, 2025	ASSETMARK, INC	0.11%	19.85K	1.79M	-74.23K	-78.90%
Mar 31, 2025	LPL FINANCIAL LLC	0.15%	26.23K	2.36M	-265.93K	-91.02%

Frequently Asked Questions