How many institutions own BBSC 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 BBSC shares is N/A, representing N/A of the company's common stock.

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

JPMORGAN CHASE & CO, in the last quarter, reduced its stake in BBSC by -14.87% restricting it's holding to 5.72 million shares of worth nearly $521.26M. GOLDEN STATE EQUITY PARTNERS also lessened -100% of the BBSC shares from its portfolio, reducing its holding to 0 shares of worth -. JANE STREET GROUP, LLC also shunned BBSC shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying BBSC stock?

As per its latest 13F filing, GLOBAL RETIREMENT PARTNERS, LLC increased its stake in BBSC by 100% in the last quarter. The institutional holder raised its holding to 20 shares having worth more than $1.84K. LGT FINANCIAL ADVISORS LLC also added 5.68% more shares of BBSC to its portfolio, raising its holding to 93 shares of worth $8.52K. FMR LLC also increased its BBSC shares holding by 3,250% which brought its holding to 134 shares worth $12.31K.

BBSC's major insiders: who are they?

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

Did an insider recently sell BBSC stock?

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

Which insider recently purchased BBSC stock?

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

How much of BBSC does insiders own?

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

Who is the insider with the largest stake?

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

Which institution holds the most shares in BBSC?

JPMORGAN CHASE & CO is the largest institutional owner in BBSC which holds 5.72 million shares worth $521.26M or 68.52% of the total BBSC shares outstanding followed by GOLDEN STATE EQUITY PARTNERS with ownership of 0 shares representing 0% of the BBSC ownership. JANE STREET GROUP, LLC is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is JPMorgan BetaBuilders U.S. Small 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 BBSC is concerned, it is a stock which is not optionable.

Is there a short position on BBSC's shares?

Number of BBSC 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 BBSC shares are there?

As of today, null shares of BBSC are outstanding.

Is there many float in BBSC 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, BBSC has null shares in float.

BBSC 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 BBSC is null.

JPMorgan BetaBuilders US Small Cap Equity ETF (BBSC) 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

OptionableNo

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. JPMORGAN CHASE & CO is the top corporate investor, holding 5.72M shares valued at $521.26M. A 68.52% stake in JPMorgan BetaBuilders U.S. Small Cap Equity ETF is owned by the company. GOLDEN STATE EQUITY PARTNERS owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	JPMORGAN CHASE & CO	68.52%	5.72M	521.26M	-997.99K	-14.87%
Jun 30, 2026	GOLDEN STATE EQUITY PARTNERS	0%	0	-	-51	-100.00%
Jun 30, 2026	JANE STREET GROUP, LLC	0%	0	-	-12.37K	-100.00%
Jun 30, 2026	GOLDMAN SACHS GROUP INC	0%	0	-	-11.1K	-100.00%
Jun 30, 2026	SPIRE WEALTH MANAGEMENT	0%	10	919	0	0
Jun 30, 2026	GLOBAL RETIREMENT PARTNERS, LLC	0%	20	1.84K	20	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0%	40	3.65K	0	0
Jun 30, 2026	IFP ADVISORS, INC	0%	91	8.36K	-1	-1.09%
Jun 30, 2026	LGT FINANCIAL ADVISORS LLC	0%	93	8.52K	5	+5.68%
Jun 30, 2026	FMR LLC	0%	134	12.31K	130	+3,250.00%
Jun 30, 2026	UBS GROUP AG	0%	407	37.38K	44	+12.12%
Jun 30, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	545	50.06K	-1.1K	-66.89%
Jun 30, 2026	KEY FINANCIAL INC	0.01%	692	63.56K	0	0
Jun 30, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	892	81.93K	-4	-0.45%
Jun 30, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.22K	111.69K	763	+168.43%
Jun 30, 2026	ASCENT GROUP, LLC	0.03%	2.5K	229.72K	2.5K	+100.00%
Jun 30, 2026	SUTTON PLACE INVESTORS LLC	0.03%	2.55K	234.4K	-113	-4.24%
Jun 30, 2026	ELEVATION WEALTH MANAGEMENT LLC	0.03%	2.86K	263.06K	-137	-4.57%
Jun 30, 2026	LEGACY EDGE ADVISORS, LLC	0.04%	2.98K	273.62K	247	+9.04%
Jun 30, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	3.28K	301.08K	-18.89K	-85.21%
Jun 30, 2026	MGO ONE SEVEN LLC	0.05%	4.07K	373.56K	-20	-0.49%
Jun 30, 2026	TRIAD WEALTH PARTNERS, LLC	0.05%	4.33K	393.35K	-119	-2.68%
Jun 30, 2026	MLG WEALTH MANAGEMENT DBA PINE GROVE FINANCIAL GROUP	0.07%	6.07K	528.41K	-288	-4.53%
Jun 30, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.07%	6.18K	567.93K	97	+1.59%
Jun 30, 2026	MORGAN STANLEY	0.11%	9K	827.05K	9K	+900,300.00%
Jun 30, 2026	CITADEL ADVISORS LLC	0.12%	9.73K	893.79K	9.73K	+100.00%
Jun 30, 2026	FLOW TRADERS U.S. LLC	0.16%	13.25K	1.22M	-24.92K	-65.28%
Jun 30, 2026	ADVISOR GROUP HOLDINGS, INC.	0.19%	15.56K	1.43M	629	+4.21%
Jun 30, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.26%	21.53K	1.98M	203	+0.95%
Jun 30, 2026	IAG WEALTH PARTNERS, LLC	0.82%	68.55K	6.3M	1.1K	+1.63%
Jun 30, 2026	LPL FINANCIAL LLC	0.91%	75.87K	6.97M	-361	-0.47%
Jun 30, 2026	JANNEY MONTGOMERY SCOTT LLC	1.42%	118.26K	10.86M	-9.34K	-7.32%
Mar 31, 2026		0%	0	-	-64	-100.00%
Mar 31, 2026	ELEVATION WEALTH MANAGEMENT LLC	0.04%	3K	225.25K	-46	-1.51%
Mar 31, 2026	LEGACY EDGE ADVISORS, LLC	0.03%	2.73K	205.08K	2.73K	+100.00%
Mar 31, 2026	IFC & INSURANCE MARKETING, INC.	0%	0	-	-64	-100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-862	-100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	80.49%	6.71M	488M	746.52K	+12.51%
Mar 31, 2026	MORGAN STANLEY	0%	1	82	0	0
Mar 31, 2026	CWM, LLC	0%	259	19.44K	0	0
Mar 31, 2026	IFP ADVISORS, INC	0%	92	6.91K	48	+109.09%
Mar 31, 2026	LGT FINANCIAL ADVISORS LLC	0%	88	6.57K	8	+10.00%
Mar 31, 2026	GOLDEN STATE EQUITY PARTNERS	0%	51	3.83K	51	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.91%	76.23K	5.72M	16.3K	+27.19%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.02%	1.65K	123.57K	-161	-8.91%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	896	67.26K	182	+25.49%
Mar 31, 2026	KEY FINANCIAL INC	0.01%	692	51.95K	0	0
Mar 31, 2026	SPIRE WEALTH MANAGEMENT	0%	10	751	3	+42.86%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	0	-	-78	-100.00%
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	0	-	-152	-100.00%
Mar 31, 2026	AE WEALTH MANAGEMENT LLC	0%	0	-	-172	-100.00%
Mar 31, 2026	FAIRWAY WEALTH LLC	0%	0	-	-95	-100.00%
Mar 31, 2026	MGO ONE SEVEN LLC	0.05%	4.09K	306.84K	-880	-17.72%
Mar 31, 2026	IAG WEALTH PARTNERS, LLC	0.81%	67.46K	5.06M	2.98K	+4.62%
Mar 31, 2026	JANE STREET GROUP, LLC	0.15%	12.37K	928.18K	6.69K	+117.73%
Mar 31, 2026	GOLDMAN SACHS GROUP INC	0.13%	11.1K	833.23K	-6.01K	-35.12%
Mar 31, 2026	PERIGON WEALTH MANAGEMENT, LLC	0.07%	6.09K	456.86K	-209	-3.32%
Mar 31, 2026	TRIAD WEALTH PARTNERS, LLC	0.05%	4.45K	333.9K	687	+18.27%
Mar 31, 2026	FMR LLC	0%	4	300	4	+100.00%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	1.53%	127.59K	9.58M	13.57K	+11.90%
Mar 31, 2026	SUTTON PLACE INVESTORS LLC	0.03%	2.67K	200.05K	2.67K	+100.00%
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	453	34.01K	0	0
Mar 31, 2026	UBS GROUP AG	0%	363	27.25K	363	+100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	40	3.02K	-21.09K	-99.81%
Mar 31, 2026	FLOW TRADERS U.S. LLC	0.46%	38.17K	2.87M	21.78K	+132.93%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.27%	22.17K	1.66M	-13.9K	-38.53%
Mar 31, 2026	FINANCIAL ENGINES ADVISORS L.L.C.	0.26%	21.33K	1.6M	-117	-0.55%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.18%	14.93K	1.12M	2.15K	+16.77%
Mar 31, 2026	MLG WEALTH MANAGEMENT DBA PINE GROVE FINANCIAL GROUP	0.08%	6.36K	477.49K	452	+7.65%
Dec 31, 2025	SPIRE WEALTH MANAGEMENT	0%	7	520	7	+100.00%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.37%	114.03K	8.47M	-877	-0.76%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.15%	12.79K	950.35K	-1.1K	-7.91%
Dec 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.08%	6.3K	467.85K	-247	-3.78%
Dec 31, 2025	JANE STREET GROUP, LLC	0.07%	5.68K	422.06K	5.68K	+100.00%
Dec 31, 2025	MGO ONE SEVEN LLC	0.07%	4.97K	369.17K	398	+8.71%
Dec 31, 2025	KEY FINANCIAL INC	0.01%	692	51.43K	0	0
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	453	33.67K	18	+4.14%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	78	5.8K	0	0
Dec 31, 2025		0%	64	5K	64	+100.00%
Dec 31, 2025	JPMORGAN CHASE & CO	70.35%	5.97M	443.48M	137.85K	+2.36%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.43%	36.06K	2.68M	19.06K	+112.09%
Dec 31, 2025	CWM, LLC	0%	259	19K	0	0
Dec 31, 2025	AE WEALTH MANAGEMENT LLC	0%	172	12.76K	172	+100.00%
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	152	11.29K	1	+0.66%
Dec 31, 2025	LGT FINANCIAL ADVISORS LLC	0%	80	5.97K	22	+37.93%
Dec 31, 2025	ORG PARTNERS LLC	0%	46	3.42K	0	0
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	714	53.06K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	862	64.06K	-335	-27.99%
Dec 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.26%	21.45K	1.59M	-129	-0.60%
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0.25%	21.13K	1.57M	21.09K	+52,727.50%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.2%	17.11K	1.27M	-43.41K	-71.73%
Dec 31, 2025	FLOW TRADERS U.S. LLC	0.19%	16.39K	1.22M	-1.3K	-7.34%
Dec 31, 2025	TRIAD WEALTH PARTNERS, LLC	0.05%	3.76K	279.55K	3.76K	+100.00%
Dec 31, 2025	FAIRWAY WEALTH LLC	0%	95	7.06K	95	+100.00%
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	1.81K	134.3K	87	+5.06%
Dec 31, 2025	IAG WEALTH PARTNERS, LLC	0.77%	64.48K	4.79M	-2.73K	-4.07%
Dec 31, 2025	LPL FINANCIAL LLC	0.72%	59.93K	4.45M	2.47K	+4.30%
Dec 31, 2025	MORGAN STANLEY	0%	1	78	1	+100.00%
Dec 31, 2025	IFP ADVISORS, INC	0%	44	3.27K	9	+25.71%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	17	1.26K	4	+30.77%
Sep 30, 2025	IAG WEALTH PARTNERS, LLC	0.86%	67.21K	4.98M	367	+0.55%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.18%	13.89K	1.02M	441	+3.28%
Sep 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.08%	6.54K	485.04K	-67	-1.01%
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	151	11.22K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	78	5.78K	5	+6.85%
Sep 30, 2025	LGT FINANCIAL ADVISORS LLC	0%	58	4.31K	-8	-12.12%
Sep 30, 2025	MGO ONE SEVEN LLC	0.06%	4.57K	338.72K	448	+10.87%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	1.72K	127.52K	360	+26.47%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.02%	1.2K	88.75K	-1.05K	-46.82%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	714	52.94K	128	+21.84%
Sep 30, 2025	KEY FINANCIAL INC	0.01%	692	51.56K	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	435	32.25K	0	0
Sep 30, 2025	ORG PARTNERS LLC	0%	46	3.41K	46	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0%	35	2.6K	5	+16.67%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	13	964	-1	-7.14%
Sep 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-10.56K	-100.00%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0%	0	-	-3.25K	-100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	74.49%	5.83M	432.18M	-391.41K	-6.29%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.47%	114.9K	8.52M	-7.78K	-6.34%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.22%	17K	1.26M	17K	+100.00%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.77%	60.52K	4.49M	49.42K	+445.23%
Sep 30, 2025	LPL FINANCIAL LLC	0.73%	57.46K	4.26M	2.05K	+3.69%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.28%	21.58K	1.6M	1.92K	+9.77%
Sep 30, 2025	CWM, LLC	0%	259	19K	0	0
Sep 30, 2025	FLOW TRADERS U.S. LLC	0.23%	17.68K	1.31M	-75.76K	-81.08%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	40	2.97K	0	0
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-5	-100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0.14%	10.56K	696.42K	-8.68K	-45.13%
Jun 30, 2025	LPL FINANCIAL LLC	0.71%	55.41K	3.66M	188	+0.34%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	151	9.95K	-100	-39.84%
Jun 30, 2025	IFP ADVISORS, INC	0%	30	1.98K	3	+11.11%
Jun 30, 2025	FLOW TRADERS U.S. LLC	1.2%	93.44K	6.17M	61.72K	+194.55%
Jun 30, 2025	IAG WEALTH PARTNERS, LLC	0.86%	66.85K	4.41M	35.33K	+112.09%
Jun 30, 2025	MGO ONE SEVEN LLC	0.05%	4.12K	271.91K	4.12K	+100.00%
Jun 30, 2025	KEY FINANCIAL INC	0.01%	692	45.66K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	435	28.7K	0	0
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.25%	19.66K	1.3M	57	+0.29%
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	5	330	5	+100.00%
Jun 30, 2025	MORGAN STANLEY	0%	0	-	-1	-100.00%
Jun 30, 2025	WHITTIER TRUST CO OF NEVADA INC	0%	0	-	-158	-100.00%
Jun 30, 2025	GRADIENT INVESTMENTS LLC	0%	0	-	-12.4K	-100.00%
Jun 30, 2025	UBS GROUP AG	0%	0	-	-179	-100.00%
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0%	0	-	-3.78K	-100.00%
Jun 30, 2025	MATTSON FINANCIAL SERVICES, LLC	0%	0	-	-347	-100.00%
Jun 30, 2025	FOURTH DIMENSION WEALTH, LLC	0%	0	-	-100	-100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.17%	13.45K	887.11K	4K	+42.31%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.14%	11.1K	732.38K	0	0
Jun 30, 2025	CWM, LLC	0%	259	17K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	73	4.82K	73	+100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	586	38.66K	586	+100.00%
Jun 30, 2025	LGT FINANCIAL ADVISORS LLC	0%	66	4.35K	4	+6.45%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	40	2.64K	-13	-24.53%
Jun 30, 2025		0%	0	-	-100	-100.00%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.03%	2.25K	148.52K	1.21K	+116.65%
Jun 30, 2025	JPMORGAN CHASE & CO	79.62%	6.22M	410.44M	-11.76K	-0.19%
Jun 30, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.08%	6.61K	436.03K	-545	-7.62%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.02%	1.36K	89.73K	312	+29.77%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	14	924	14	+100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	1.57%	122.69K	8.1M	2.01K	+1.67%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.04K	62.88K	-25	-2.35%
Mar 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.05%	3.78K	228.65K	-1.47K	-28.07%
Mar 31, 2025	PERIGON WEALTH MANAGEMENT, LLC	0.09%	7.15K	432.96K	-4.5K	-38.60%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.24%	19.6K	1.19M	19.6K	+100.00%
Mar 31, 2025	FLOW TRADERS U.S. LLC	0.39%	31.72K	1.92M	31.72K	+100.00%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.05K	63.43K	228	+27.80%
Mar 31, 2025	MN WEALTH ADVISORS, LLC	0%	0	-	-3.43K	-100.00%
Mar 31, 2025	SUTTON PLACE INVESTORS LLC	0%	0	-	-2.98K	-100.00%
Mar 31, 2025	CWM, LLC	0%	259	16K	239	+1,195.00%
Mar 31, 2025		0%	100	6.05K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	435	26.33K	377	+650.00%
Mar 31, 2025	KEY FINANCIAL INC	0.01%	692	41.88K	-17	-2.40%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.12%	9.45K	571.84K	444	+4.93%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.14%	11.1K	671.77K	0	0
Mar 31, 2025	GRADIENT INVESTMENTS LLC	0.15%	12.4K	750.27K	12.4K	+100.00%
Mar 31, 2025	CITADEL ADVISORS LLC	0.24%	19.24K	1.16M	19.24K	+100.00%
Mar 31, 2025	IAG WEALTH PARTNERS, LLC	0.39%	31.52K	1.91M	2.5K	+8.60%
Mar 31, 2025	LPL FINANCIAL LLC	0.68%	55.22K	3.34M	5.69K	+11.49%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	1.48%	120.68K	7.3M	11.88K	+10.92%
Mar 31, 2025	JPMORGAN CHASE & CO	76.52%	6.23M	377.19M	697.3K	+12.60%
Mar 31, 2025	MORGAN STANLEY	0%	1	67	0	0
Mar 31, 2025	IFP ADVISORS, INC	0%	27	1.64K	0	0
Mar 31, 2025	UBS GROUP AG	0%	179	10.83K	179	+100.00%
Mar 31, 2025	WHITTIER TRUST CO OF NEVADA INC	0%	158	9.56K	0	0
Mar 31, 2025	LGT FINANCIAL ADVISORS LLC	0%	62	3.74K	-9	-12.68%
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	53	3.2K	0	0
Mar 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0%	251	15.22K	0	0

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