CUSIP 46625H365
JP MORGAN CHASE & CO
203 institutions · $2.96B total · 102,653,772 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 84,194,142 | $2.40B | 82.01% | 2024-12-31 |
| 2 | CIBC Private Wealth Group LLC | 6,037,347 | $171.6M | 5.88% | 2024-03-31 |
| 3 | NORDEN GROUP LLC | 401,890 | $70.1M | 0.39% | 2024-03-31 |
| 4 | LPL Financial LLC | 885,990 | $25.2M | 0.86% | 2024-03-31 |
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | 853,191 | $24.3M | 0.83% | 2024-03-31 |
| 6 | MORGAN STANLEY | 763,970 | $21.8M | 0.74% | 2024-09-30 |
| 7 | Mariner, LLC | 604,365 | $17.2M | 0.58% | 2024-03-31 |
| 8 | Equitable Holdings, Inc. | 573,202 | $16.3M | 0.55% | 2024-03-31 |
| 9 | NICOLET ADVISORY SERVICES, LLC | 476,265 | $13.5M | 0.46% | 2024-03-31 |
| 10 | Parkside Financial Bank & Trust | 436,729 | $12.4M | 0.42% | 2024-03-31 |
| 11 | GOLDMAN SACHS GROUP INC | 440,942 | $9.6M | 0.42% | 2024-03-31 |
| 12 | FORTEM FINANCIAL GROUP, LLC | 375,885 | $9.3M | 0.36% | 2023-12-31 |
| 13 | Baird Financial Group, Inc. | 314,309 | $9.0M | 0.30% | 2024-03-31 |
| 14 | NICOLET BANKSHARES INC | 294,663 | $8.4M | 0.28% | 2024-03-31 |
| 15 | AMERIPRISE FINANCIAL INC | 202,764 | $5.8M | 0.19% | 2024-03-31 |
| 16 | COMMERCE BANK | 194,109 | $5.5M | 0.18% | 2024-03-31 |
| 17 | NOESIS CAPITAL MANGEMENT CORP | 176,535 | $5.0M | 0.17% | 2024-03-31 |
| 18 | Coulter & Justus Financial Services, LLC | 176,535 | $5.0M | 0.17% | 2024-03-31 |
| 19 | J.P. Morgan Private Wealth Advisors LLC | 182,576 | $4.5M | 0.17% | 2023-12-31 |
| 20 | FF Advisors,LLC | 148,382 | $4.2M | 0.14% | 2024-03-31 |
| 21 | Creative Planning | 144,364 | $4.1M | 0.14% | 2024-03-31 |
| 22 | Atria Wealth Solutions, Inc. | 139,957 | $4.0M | 0.13% | 2024-03-31 |
| 23 | Pathstone Holdings, LLC | 116,012 | $3.3M | 0.11% | 2024-03-31 |
| 24 | Turtle Creek Wealth Advisors, LLC | 109,137 | $3.1M | 0.10% | 2024-03-31 |
| 25 | LAKE STREET PRIVATE WEALTH, LLC | 108,860 | $3.1M | 0.10% | 2024-03-31 |
| 26 | EVERETT HARRIS & CO /CA/ | 103,405 | $2.9M | 0.10% | 2024-03-31 |
| 27 | AlphaQ Advisors LLC | 102,212 | $2.9M | 0.09% | 2024-03-31 |
| 28 | ROCKLAND TRUST CO | 97,909 | $2.8M | 0.09% | 2024-03-31 |
| 29 | Kestra Advisory Services, LLC | 97,222 | $2.8M | 0.09% | 2024-03-31 |
| 30 | NEW ENGLAND ASSET MANAGEMENT INC | 92,750 | $2.6M | 0.09% | 2024-03-31 |
| 31 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 92,000 | $2.6M | 0.08% | 2024-03-31 |
| 32 | TOWNSQUARE CAPITAL LLC | 88,124 | $2.5M | 0.08% | 2024-03-31 |
| 33 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 81,515 | $2.3M | 0.07% | 2024-03-31 |
| 34 | CITADEL ADVISORS LLC | 79,919 | $2.3M | 0.07% | 2024-03-31 |
| 35 | TRAPHAGEN INVESTMENT ADVISORS LLC | 154,654 | $2.1M | 0.15% | 2024-06-30 |
| 36 | Castle Rock Wealth Management, LLC | 76,253 | $2.1M | 0.07% | 2024-03-31 |
| 37 | HighTower Advisors, LLC | 73,580 | $2.1M | 0.07% | 2024-03-31 |
| 38 | My Personal CFO, LLC | 72,591 | $2.1M | 0.07% | 2024-03-31 |
| 39 | CW Advisors, LLC | 65,101 | $1.9M | 0.06% | 2024-03-31 |
| 40 | Cascade Financial Partners, LLC | 65,372 | $1.8M | 0.06% | 2024-03-31 |
| 41 | Laird Norton Wetherby Trust Company, LLC | 72,547 | $1.8M | 0.07% | 2023-12-31 |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 62,095 | $1.8M | 0.06% | 2024-03-31 |
| 43 | Arrow Investment Advisors, LLC | 62,078 | $1.8M | 0.06% | 2024-03-31 |
| 44 | HANCOCK WHITNEY CORP | 61,857 | $1.8M | 0.06% | 2024-03-31 |
| 45 | Lloyd Advisory Services, LLC. | 12,069 | $1.8M | 0.01% | 2023-12-31 |
| 46 | UNIVERSITY OF CHICAGO | 67,801 | $1.7M | 0.06% | 2024-03-31 |
| 47 | Peak Asset Management, LLC | 60,227 | $1.7M | 0.05% | 2024-03-31 |
| 48 | Advisory Services Network, LLC | 59,850 | $1.7M | 0.05% | 2024-03-31 |
| 49 | Apollon Wealth Management, LLC | 55,335 | $1.6M | 0.05% | 2024-03-31 |
| 50 | SALEM INVESTMENT COUNSELORS INC | 54,100 | $1.5M | 0.05% | 2024-03-31 |
| 51 | Cetera Investment Advisers | 53,774 | $1.5M | 0.05% | 2024-03-31 |
| 52 | Corient Private Wealth LLC | 51,184 | $1.5M | 0.04% | 2024-03-31 |
| 53 | Smallwood Wealth Investment Management, LLC | 58,808 | $1.5M | 0.05% | 2023-12-31 |
| 54 | Stone Summit Wealth LLC | 55,915 | $1.4M | 0.05% | 2023-12-31 |
| 55 | PATHSTONE FAMILY OFFICE, LLC | 55,712 | $1.4M | 0.05% | 2023-12-31 |
| 56 | Greytown Advisors Inc. | 52,733 | $1.3M | 0.05% | 2023-12-31 |
| 57 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,329 | $1.3M | 0.04% | 2024-03-31 |
| 58 | Rockefeller Capital Management L.P. | 39,455 | $1.1M | 0.03% | 2024-03-31 |
| 59 | Keudell/Morrison Wealth Management | 39,132 | $1.1M | 0.03% | 2024-03-31 |
| 60 | BLAIR WILLIAM & CO/IL | 38,151 | $1.1M | 0.03% | 2024-03-31 |
| 61 | Truepoint, Inc. | 42,395 | $1.0M | 0.04% | 2023-12-31 |
| 62 | CREDIT SUISSE AG/ | 42,087 | $1.0M | 0.04% | 2023-12-31 |
| 63 | NBW CAPITAL LLC | 33,901 | $965.8K | 0.03% | 2024-06-30 |
| 64 | Capital Advisory Group Advisory Services, LLC | 33,770 | $962.1K | 0.03% | 2024-03-31 |
| 65 | Raymond James Financial Services Advisors, Inc. | 29,917 | $852.3K | 0.02% | 2024-03-31 |
| 66 | Cetera Advisors LLC | 28,346 | $807.6K | 0.02% | 2024-03-31 |
| 67 | Regal Investment Advisors LLC | 28,331 | $807.2K | 0.02% | 2024-03-31 |
| 68 | FLAGSTAR ADVISORS INC | 28,304 | $806.4K | 0.02% | 2024-03-31 |
| 69 | BRIGHTON JONES LLC | 27,337 | $778.8K | 0.02% | 2024-03-31 |
| 70 | Tranquility Partners, LLC | 26,680 | $760.1K | 0.02% | 2024-03-31 |
| 71 | Arete Wealth Advisors, LLC | 26,511 | $755.3K | 0.02% | 2024-03-31 |
| 72 | Capital Investment Advisors, LLC | 26,175 | $745.7K | 0.02% | 2024-03-31 |
| 73 | Cetera Advisor Networks LLC | 25,428 | $724.5K | 0.02% | 2024-03-31 |
| 74 | Gibbs Wealth Management | 24,704 | $703.8K | 0.02% | 2025-09-30 |
| 75 | Curi Capital, LLC | 23,585 | $671.9K | 0.02% | 2024-03-31 |
| 76 | Fiduciary Group, LLC | 21,400 | $609.7K | 0.02% | 2024-03-31 |
| 77 | RFG Advisory, LLC | 21,121 | $601.7K | 0.02% | 2024-03-31 |
| 78 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 21,025 | $599.0K | 0.02% | 2024-03-31 |
| 79 | Stratos Wealth Advisors, LLC | 21,008 | $598.5K | 0.02% | 2024-03-31 |
| 80 | Edge Capital Group, LLC | 23,583 | $582.5K | 0.02% | 2023-12-31 |
| 81 | NewEdge Advisors, LLC | 19,625 | $559.1K | 0.01% | 2024-03-31 |
| 82 | EVOKE WEALTH, LLC | 21,679 | $535.5K | 0.02% | 2023-12-31 |
| 83 | EVERGREEN CAPITAL MANAGEMENT LLC | 18,640 | $531.1K | 0.01% | 2024-03-31 |
| 84 | MAI Capital Management | 17,859 | $508.8K | 0.01% | 2024-03-31 |
| 85 | Federation des caisses Desjardins du Quebec | 27,450 | $498.8K | 0.02% | 2024-06-30 |
| 86 | RAYMOND JAMES & ASSOCIATES | 17,491 | $498.3K | 0.01% | 2024-03-31 |
| 87 | Steward Partners Investment Advisory, LLC | 17,096 | $487.1K | 0.01% | 2024-03-31 |
| 88 | Permanens Capital L.P. | 18,500 | $456.9K | 0.01% | 2023-12-31 |
| 89 | MGO ONE SEVEN LLC | 16,007 | $456.0K | 0.01% | 2024-03-31 |
| 90 | STEPHENS INC /AR/ | 15,890 | $452.7K | 0.01% | 2024-03-31 |
| 91 | FIFTH THIRD BANCORP | 15,287 | $435.5K | 0.01% | 2024-03-31 |
| 92 | Stratos Wealth Partners, LTD. | 16,532 | $408.3K | 0.01% | 2023-12-31 |
| 93 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 15,925 | $393.3K | 0.01% | 2023-12-31 |
| 94 | CAPTRUST FINANCIAL ADVISORS | 13,388 | $381.4K | 0.01% | 2024-03-31 |
| 95 | TRUIST FINANCIAL CORP | 13,313 | $379.3K | 0.01% | 2024-03-31 |
| 96 | NEPC LLC | 16,976 | $370.2K | 0.01% | 2024-03-31 |
| 97 | Diversified Trust Co | 12,658 | $360.6K | 0.01% | 2024-03-31 |
| 98 | Independent Advisor Alliance | 12,613 | $359.3K | 0.01% | 2024-03-31 |
| 99 | WELLS FARGO & COMPANY/MN | 12,396 | $353.2K | 0.01% | 2024-03-31 |
| 100 | Independence Bank of Kentucky | 14,000 | $345.8K | 0.01% | 2023-12-31 |
| 101 | Coastwise Capital Group, LLC | 13,907 | $343.5K | 0.01% | 2023-12-31 |
| 102 | IFP Advisors, Inc | 11,895 | $338.9K | 0.01% | 2024-06-30 |
| 103 | Royal Bank of Canada | 10,933 | $311.0K | 0.01% | 2024-09-30 |
| 104 | Orion Portfolio Solutions, LLC | 10,888 | $310.2K | 0.01% | 2024-03-31 |
| 105 | Orion Porfolio Solutions, LLC | 10,888 | $310.2K | 0.01% | 2025-06-30 |
| 106 | Covenant Asset Management, LLC | 10,789 | $307.4K | 0.01% | 2024-03-31 |
| 107 | HOWARD WEALTH MANAGEMENT, LLC | 10,732 | $305.8K | 0.01% | 2024-03-31 |
| 108 | Ategra Capital Management, LLC | 12,156 | $305.2K | 0.01% | 2024-12-31 |
| 109 | Sigma Planning Corp | 10,563 | $300.9K | 0.01% | 2024-03-31 |
| 110 | Portside Wealth Group, LLC | 12,099 | $300.0K | 0.01% | 2023-12-31 |
| 111 | Lido Advisors, LLC | 10,194 | $290.4K | 0.00% | 2024-03-31 |
| 112 | GRAYBILL WEALTH MANAGEMENT, LTD. | 11,545 | $285.2K | 0.01% | 2023-12-31 |
| 113 | Inscription Capital, LLC | 10,000 | $284.9K | 0.00% | 2025-03-31 |
| 114 | AVANTAX ADVISORY SERVICES, INC. | 9,800 | $279.2K | 0.00% | 2024-03-31 |
| 115 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 9,175 | $261.4K | 0.00% | 2024-03-31 |
| 116 | Haverford Trust Co | 9,100 | $259.3K | 0.00% | 2024-03-31 |
| 117 | Mutual Advisors, LLC | 9,045 | $257.7K | 0.00% | 2024-03-31 |
| 118 | AXS Investments LLC | 9,000 | $256.4K | 0.00% | 2024-06-30 |
| 119 | Almanack Investment Partners, LLC. | 10,132 | $250.3K | 0.00% | 2023-12-31 |
| 120 | Strategic Wealth Partners, Ltd. | 8,769 | $249.8K | 0.00% | 2024-03-31 |
| 121 | BNP PARIBAS FINANCIAL MARKETS | 8,323 | $237.1K | 0.00% | 2024-03-31 |
| 122 | Sequoia Financial Advisors, LLC | 8,319 | $237.0K | 0.00% | 2024-03-31 |
| 123 | Jefferies Financial Group Inc. | 8,291 | $236.2K | 0.00% | 2024-03-31 |
| 124 | Private Capital Management, LLC | 8,212 | $234.0K | 0.00% | 2024-03-31 |
| 125 | Jaffetilchin Investment Partners, LLC | 8,150 | $232.2K | 0.00% | 2024-03-31 |
| 126 | Wealthcare Advisory Partners LLC | 9,361 | $231.2K | 0.00% | 2023-12-31 |
| 127 | Capital Asset Advisory Services LLC | 7,930 | $227.4K | 0.00% | 2024-03-31 |
| 128 | AXXCESS WEALTH MANAGEMENT, LLC | 7,930 | $225.9K | 0.00% | 2024-03-31 |
| 129 | Integrated Advisors Network LLC | 7,779 | $221.6K | 0.00% | 2024-03-31 |
| 130 | Foundations Investment Advisors, LLC | 8,718 | $215.3K | 0.00% | 2023-12-31 |
| 131 | AZZAD ASSET MANAGEMENT INC /ADV | 4,500 | $208.6K | 0.00% | 2024-03-31 |
| 132 | &PARTNERS | 7,038 | $200.5K | 0.00% | 2024-03-31 |
| 133 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6,690 | $190.1K | 0.00% | 2024-03-31 |
| 134 | Caldwell Trust Co | 7,700 | $167.9K | 0.00% | 2025-09-30 |
| 135 | UBS Group AG | 5,621 | $160.1K | 0.00% | 2024-03-31 |
| 136 | Arlington Trust Co LLC | 5,606 | $159.7K | 0.00% | 2024-03-31 |
| 137 | COMERICA BANK | 5,551 | $158.1K | 0.00% | 2024-03-31 |
| 138 | OSAIC HOLDINGS, INC. | 5,329 | $150.8K | 0.00% | 2024-06-30 |
| 139 | Coppell Advisory Solutions LLC | 6,373 | $138.6K | 0.00% | 2023-12-31 |
| 140 | WOODMONT INVESTMENT COUNSEL LLC | 3,642 | $103.8K | 0.00% | 2024-03-31 |
| 141 | Clearstead Advisors, LLC | 3,114 | $87.6K | 0.00% | 2024-03-31 |
| 142 | Sound Income Strategies, LLC | 2,241 | $63.8K | 0.00% | 2024-03-31 |
| 143 | Tyler-Stone Wealth Management | 2,218 | $63.2K | 0.00% | 2024-03-31 |
| 144 | Carmichael Hill & Associates, Inc. | 1,982 | $56.5K | 0.00% | 2024-03-31 |
| 145 | Pacific Center for Financial Services | 1,975 | $56.3K | 0.00% | 2024-03-31 |
| 146 | PRIVATE TRUST CO NA | 1,969 | $56.1K | 0.00% | 2024-03-31 |
| 147 | Global Retirement Partners, LLC | 1,770 | $50.4K | 0.00% | 2024-03-31 |
| 148 | OXFORD FINANCIAL GROUP, LTD. LLC | 1,639 | $46.7K | 0.00% | 2024-03-31 |
| 149 | First Horizon Advisors, Inc. | 1,636 | $46.6K | 0.00% | 2024-03-31 |
| 150 | M&R CAPITAL MANAGEMENT INC | 1,500 | $42.7K | 0.00% | 2024-03-31 |
| 151 | Aptus Capital Advisors, LLC | 1,292 | $36.8K | 0.00% | 2024-03-31 |
| 152 | PNC Financial Services Group, Inc. | 1,220 | $34.8K | 0.00% | 2024-03-31 |
| 153 | Householder Group Estate & Retirement Specialist, LLC | 1,083 | $30.9K | 0.00% | 2024-03-31 |
| 154 | WASHINGTON TRUST Co | 1,035 | $29.5K | 0.00% | 2024-03-31 |
| 155 | LRI Investments, LLC | 1,034 | $29.5K | 0.00% | 2024-03-31 |
| 156 | BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 943 | $26.9K | 0.00% | 2024-03-31 |
| 157 | Johnson Financial Group, Inc. | 935 | $26.6K | 0.00% | 2024-03-31 |
| 158 | Castleview Partners, LLC | 877 | $25.0K | 0.00% | 2024-03-31 |
| 159 | MONTAG A & ASSOCIATES INC | 866 | $24.7K | 0.00% | 2024-03-31 |
| 160 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 752 | $21.4K | 0.00% | 2024-03-31 |
| 161 | BANK OF AMERICA CORP /DE/ | 70,199 | $20.0K | 0.06% | 2024-03-31 |
| 162 | WHITTIER TRUST CO | 641 | $18.3K | 0.00% | 2024-03-31 |
| 163 | ELEVATION WEALTH PARTNERS, LLC | 630 | $17.9K | 0.00% | 2024-03-31 |
| 164 | GPS Wealth Strategies Group, LLC | 626 | $17.8K | 0.00% | 2024-03-31 |
| 165 | Parallel Advisors, LLC | 610 | $17.4K | 0.00% | 2024-03-31 |
| 166 | Beacon Capital Management, LLC | 467 | $13.3K | 0.00% | 2024-03-31 |
| 167 | Fortis Group Advisors, LLC | 453 | $12.9K | 0.00% | 2024-03-31 |
| 168 | Key Financial Inc | 444 | $12.7K | 0.00% | 2024-03-31 |
| 169 | FIRST MANHATTAN CO. LLC. | 400 | $11.4K | 0.00% | 2024-03-31 |
| 170 | Scarborough Advisors, LLC | 376 | $10.7K | 0.00% | 2024-03-31 |
| 171 | WALNUT PRIVATE EQUITY PARTNERS, LLC | 345 | $10.3K | 0.00% | 2025-12-31 |
| 172 | Clear Point Advisors Inc. | 296 | $8.4K | 0.00% | 2024-03-31 |
| 173 | BROWN, LISLE/CUMMINGS, INC. | 350 | $7.3K | 0.00% | 2024-06-30 |
| 174 | Virtu Financial LLC | 230,694 | $6.6K | 0.22% | 2024-03-31 |
| 175 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 215 | $6.1K | 0.00% | 2024-03-31 |
| 176 | Financial Gravity Asset Management, Inc. | 176 | $4.5K | 0.00% | 2024-06-30 |
| 177 | Wagner Wealth Management, LLC | 130 | $3.7K | 0.00% | 2024-03-31 |
| 178 | RENAISSANCE TECHNOLOGIES LLC | 101,700 | $2.9K | 0.09% | 2024-03-31 |
| 179 | YHB Investment Advisors, Inc. | 95 | $2.7K | 0.00% | 2024-03-31 |
| 180 | WHITTIER TRUST CO OF NEVADA INC | 85 | $2.4K | 0.00% | 2024-03-31 |
| 181 | US BANCORP \DE\ | 82 | $2.3K | 0.00% | 2024-03-31 |
| 182 | Kepos Capital LP | 66,282 | $1.9K | 0.06% | 2024-03-31 |
| 183 | Retirement Group, LLC | 33 | $940 | 0.00% | 2024-03-31 |
| 184 | MERCER GLOBAL ADVISORS INC /ADV | 31,296 | $892 | 0.03% | 2024-03-31 |
| 185 | EverSource Wealth Advisors, LLC | 30 | $839 | 0.00% | 2024-06-30 |
| 186 | WINTRUST INVESTMENTS LLC | 19,000 | $541 | 0.01% | 2024-03-31 |
| 187 | Annandale Capital, LLC | 18,800 | $536 | 0.01% | 2024-03-31 |
| 188 | COMMONWEALTH EQUITY SERVICES, LLC | 18,306 | $522 | 0.01% | 2024-03-31 |
| 189 | SageView Advisory Group, LLC | 12,776 | $476 | 0.01% | 2024-03-31 |
| 190 | Janney Montgomery Scott LLC | 15,098 | $430 | 0.01% | 2024-03-31 |
| 191 | CENTAURUS FINANCIAL, INC. | 12,062 | $344 | 0.01% | 2024-03-31 |
| 192 | Cambridge Investment Research Advisors, Inc. | 11,135 | $317 | 0.01% | 2024-03-31 |
| 193 | WATERS PARKERSON & CO., LLC | 8,250 | $235 | 0.00% | 2024-03-31 |
| 194 | CWM, LLC | 6,535 | $186 | 0.00% | 2024-03-31 |
| 195 | Tower Research Capital LLC (TRC) | 2 | $57 | 0.00% | 2024-03-31 |
| 196 | FMR LLC | 1 | $28 | 0.00% | 2024-03-31 |
| 197 | HUNTINGTON NATIONAL BANK | 1 | $28 | 0.00% | 2025-12-31 |
| 198 | VALLEY NATIONAL ADVISERS INC | 700 | $19 | 0.00% | 2024-03-31 |
| 199 | PIN OAK INVESTMENT ADVISORS INC | 272 | $8 | 0.00% | 2024-03-31 |
| 200 | VitalStone Financial, LLC | 175 | $5 | 0.00% | 2024-03-31 |
| 201 | HANTZ FINANCIAL SERVICES, INC. | 185 | $5 | 0.00% | 2024-06-30 |
| 202 | BARCLAYS PLC | 52 | $1 | 0.00% | 2024-03-31 |
| 203 | Cutler Group LLC / CA | 200 | $0 | 0.00% | 2024-03-31 |