J.P. Morgan Exchange-Traded Fund Trust - JAVA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 21,579,446 | 1,531,655 | 0.1% | 0.09% | 1 | +1,178,232 | 5.78% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 8,197,776 | 588,190 | 5.13% | 3.36% | 2 | +3,421,308 | 71.63% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 6,687,339 | 479,816 | 0.13% | 0.12% | 3 | +424,676 | 6.78% | Q1 2026 | May 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,765,340 | 341,913 | 6.23% | 4.7% | 4 | +565,593 | 13.47% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,741,557 | 196,613 | 0.05% | 0.04% | 5 | +105,400 | 4.0% | Q1 2026 | Jul 17, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 2,337,591 | 167,722 | 2.4% | 1.93% | 6 | +713,134 | 43.9% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,869,602 | 134,143 | 0.01% | 0.01% | 7 | +76,497 | 4.27% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 1,788,286 | 128,309 | 0.14% | 0.11% | 8 | +403,101 | 29.1% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,771,693 | 127,118 | 0.01% | 0.0% | 9 | +955,074 | 116.95% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,200,108 | 86,107 | 0.02% | 0.01% | 10 | +546,593 | 83.64% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,200,038 | 86,102 | 0.02% | 0.03% | 11 | -22,646 | -1.85% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,098,170 | 78,793 | 0.87% | 0.61% | 12 | +473,034 | 75.67% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 978,139 | 70,181 | 1.99% | 2.28% | 13 | -42,503 | -4.16% | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 973,671 | 69,860 | 0.04% | 0.04% | 14 | -61,935 | -5.98% | Q1 2026 | May 08, 2026 |
| STEPH & CO | History | Added to | 914,389 | 65,607 | 18.72% | 17.0% | 15 | +92,072 | 11.2% | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 884,672 | 62,192 | 0.03% | 0.03% | 16 | +175,995 | 24.83% | Q1 2026 | May 15, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 848,841 | 60,904 | 10.19% | 9.74% | 17 | +33,957 | 4.17% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 837,053 | 60,058 | 0.08% | 0.1% | 18 | -175,331 | -17.32% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 790,724 | 56,734 | 1.03% | 1.06% | 19 | +18,745 | 2.43% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 616,428 | 44,228 | 0.17% | 0.18% | 20 | +20,932 | 3.52% | Q1 2026 | Apr 30, 2026 |
| CI INVESTMENTS INC. | History | Added to | 547,918 | 39,313 | 0.19% | 0.13% | 21 | +119,600 | 27.92% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 543,980 | 39,030 | 0.01% | 0.01% | 22 | +64,282 | 13.4% | Q1 2026 | May 14, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 524,892 | 37,661 | 4.84% | 4.62% | 23 | +53,529 | 11.36% | Q1 2026 | Apr 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 495,706 | 35,566 | 0.82% | — | 24 | +495,706 | New | Q1 2026 | Apr 27, 2026 |
| Intellus Advisors LLC | History | Added to | 481,617 | 34,556 | 4.72% | 4.54% | 25 | +4,989 | 1.05% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 472,053 | 33,869 | 0.16% | 0.16% | 26 | +4,144 | 0.89% | Q1 2026 | Apr 24, 2026 |
| WNY Asset Management, LLC | History | New | 454,239 | 32,591 | 3.37% | — | 27 | +454,239 | New | Q1 2026 | May 22, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 438,902 | 31,491 | 0.88% | 0.86% | 28 | +9,057 | 2.11% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 432,764 | 31,050 | 0.03% | 0.03% | 29 | +8,768 | 2.07% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 432,496 | 31,031 | 0.98% | 0.93% | 30 | +25,678 | 6.31% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 409,336 | 29,378 | 0.04% | 0.05% | 31 | -27,736 | -6.35% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 399,057 | 28,632 | 3.96% | 2.85% | 32 | +114,440 | 40.21% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 394,384 | 28,297 | 0.03% | 0.03% | 33 | -30,876 | -7.26% | Q1 2026 | May 12, 2026 |
| Americana Partners, LLC | History | Reduced | 380,521 | 27,302 | 0.71% | 1.07% | 34 | -164,691 | -30.21% | Q1 2026 | May 12, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 368,316 | 26,426 | 3.76% | 3.72% | 35 | +5,863 | 1.62% | Q1 2026 | Apr 15, 2026 |
| Convergence Financial, LLC | History | Reduced | 351,999 | 25,336 | 2.69% | 3.78% | 36 | -9,451 | -2.61% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 341,958 | 24,535 | 0.04% | 0.0% | 37 | +306,745 | 871.11% | Q1 2026 | May 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 325,895 | 23,382 | 1.3% | 0.82% | 38 | +147,170 | 82.34% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Reduced | 307,671 | 22,075 | 0.0% | 0.01% | 39 | -448,189 | -59.3% | Q1 2026 | May 05, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 289,602 | 20,778 | 7.47% | 5.76% | 40 | +67,718 | 30.52% | Q1 2026 | Apr 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 263,344 | 18,894 | 0.15% | 0.0% | 41 | +259,054 | 6038.55% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 251,475 | 18,043 | 0.05% | 0.04% | 42 | +32,408 | 14.79% | Q1 2026 | Apr 30, 2026 |
| Triangle Securities Wealth Management | History | Added to | 248,192 | 17,807 | 4.04% | 3.64% | 43 | +7,534 | 3.13% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 245,014 | 17,579 | 0.05% | 0.05% | 44 | -15,857 | -6.08% | Q1 2026 | May 14, 2026 |
| Prism Advisors, Inc. | History | Reduced | 244,878 | 17,569 | 4.69% | 4.87% | 45 | -9,983 | -3.92% | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 231,975 | 16,644 | 0.0% | 0.0% | 46 | +12,703 | 5.79% | Q1 2026 | Jul 08, 2026 |
| Storen Legacy Partners, LLC | History | New | 223,269 | 16,019 | 5.02% | — | 47 | +223,269 | New | Q1 2026 | Apr 22, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 213,199 | 15,296 | 0.59% | 0.59% | 48 | +13,199 | 6.6% | Q1 2026 | May 07, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 208,721 | 14,975 | 3.76% | 3.85% | 49 | -1,575 | -0.75% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 182,049 | 13,062 | 0.07% | 0.07% | 50 | -7,049 | -3.73% | Q1 2026 | May 05, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 179,750 | 12,897 | 3.71% | 3.67% | 51 | +10,992 | 6.51% | Q1 2026 | Apr 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 166,008 | 11,911 | 0.13% | 0.12% | 52 | +21,175 | 14.62% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 154,407 | 11,078 | 0.04% | 0.04% | 53 | +4,124 | 2.74% | Q1 2026 | Jun 02, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 153,392 | 11,005 | 1.98% | 2.91% | 54 | +2,920 | 1.94% | Q1 2026 | May 01, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 145,467 | 10,437 | 4.6% | 4.26% | 55 | +6,618 | 4.77% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 144,182 | 10,345 | 0.07% | 0.07% | 56 | +22,376 | 18.37% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 142,735 | 10,241 | 0.0% | — | 57 | +142,735 | New | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 135,907 | 9,751 | 0.05% | 0.05% | 58 | +16,768 | 14.07% | Q1 2026 | Apr 15, 2026 |
| Weil Company, Inc. | History | Reduced | 128,234 | 9,200 | 2.07% | 2.14% | 59 | -1,626 | -1.25% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 127,226 | 9,128 | 0.21% | 0.18% | 60 | +25,089 | 24.56% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 123,849 | 8,886 | 0.23% | 0.24% | 61 | +7,474 | 6.42% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 123,130 | 8,834 | 0.46% | 0.04% | 62 | +113,064 | 1123.23% | Q1 2026 | May 15, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 119,388 | 8,566 | 4.17% | 4.46% | 63 | -3,709 | -3.01% | Q1 2026 | Apr 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 117,289 | 8,415 | 0.08% | 0.06% | 64 | +38,661 | 49.17% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 115,202 | 8,265 | 0.02% | 0.02% | 65 | -4,649 | -3.88% | Q1 2026 | May 04, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 112,106 | 8,043 | 3.47% | 3.34% | 66 | +5,746 | 5.4% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 109,423 | 7,851 | 0.0% | 0.0% | 67 | +11,313 | 11.53% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 95,426 | 6,868 | 0.01% | 0.0% | 68 | +64,537 | 208.93% | Q1 2026 | Apr 08, 2026 |
| SIMA Wealth Partners, LLC | History | Reduced | 94,742 | 6,797 | 5.18% | 5.2% | 69 | -712 | -0.75% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 90,356 | 6,483 | 0.01% | 0.0% | 70 | +65,057 | 257.15% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 87,835 | 6,299 | 0.11% | 0.11% | 71 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 83,758 | 6,009 | 0.32% | 0.25% | 72 | +19,832 | 31.02% | Q1 2026 | Apr 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 82,970 | 5,953 | 0.47% | 0.45% | 73 | +3,376 | 4.24% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 82,817 | 5,940 | 0.04% | 0.02% | 74 | +46,598 | 128.66% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 79,635 | 5,713 | 0.1% | 0.1% | 75 | -1,563 | -1.92% | Q1 2026 | Apr 10, 2026 |
| Gemmer Asset Management LLC | History | Added to | 73,487 | 5,272 | 0.42% | 0.4% | 76 | +239 | 0.33% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 71,134 | 5,103 | 0.01% | 0.01% | 77 | +1,894 | 2.74% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 70,998 | 5,094 | 0.07% | 0.07% | 78 | -1,370 | -1.89% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 70,372 | 5,049 | 0.08% | 0.09% | 79 | +9,117 | 14.88% | Q1 2026 | May 18, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 69,375 | 4,977 | 0.39% | 0.42% | 80 | +7,906 | 12.86% | Q1 2026 | Apr 16, 2026 |
| GGM Financial LLC | History | Reduced | 67,176 | 4,819 | 2.22% | 2.6% | 81 | -7,305 | -9.81% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 67,077 | 4,812 | 0.07% | 0.09% | 82 | +2,086 | 3.21% | Q1 2026 | May 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 65,239 | 4,680 | 0.65% | 0.62% | 83 | +69 | 0.11% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 64,050 | 4,595 | 0.01% | 0.01% | 84 | -1,362 | -2.08% | Q1 2026 | May 14, 2026 |
| 5T Wealth, LLC | History | Reduced | 61,458 | 4,409 | 1.74% | 1.77% | 85 | -393 | -0.64% | Q1 2026 | Apr 13, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 61,090 | 4,381 | 5.56% | — | 86 | +61,090 | New | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | Added to | 61,050 | 4,380 | 0.17% | 0.16% | 87 | +12,845 | 26.65% | Q1 2026 | Jun 18, 2026 |
| Denver PWM, LLC | History | Reduced | 52,531 | 4,007 | 1.38% | 1.85% | 88 | -32,049 | -37.89% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Reduced | 49,921 | 3,581 | 0.12% | 0.13% | 89 | -1,210 | -2.37% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 49,280 | 3,535 | 0.13% | 0.13% | 90 | +2,651 | 5.69% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 49,251 | 3,533 | 0.04% | — | 91 | +49,251 | New | Q1 2026 | May 12, 2026 |
| CMH Wealth Management LLC | History | Added to | 47,520 | 3,409 | 0.59% | 0.69% | 92 | +2,775 | 6.2% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 43,796 | 3,143 | 0.02% | 0.02% | 93 | +283 | 0.65% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 39,279 | 2,818 | 0.22% | 0.23% | 94 | -2,605 | -6.22% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 39,939 | 2,807 | 0.09% | 0.08% | 95 | +2,023 | 5.34% | Q1 2026 | May 11, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 34,758 | 2,652 | 0.44% | 0.54% | 96 | -7,845 | -18.41% | Q1 2026 | May 08, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 36,560 | 2,623 | 1.12% | 1.69% | 97 | -20,766 | -36.22% | Q1 2026 | May 15, 2026 |
| Hopwood Nicholas Hunter | History | Added to | 35,462 | 2,544 | 0.81% | 0.8% | 98 | +1,247 | 3.64% | Q1 2026 | Aug 14, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 33,922 | 2,433 | 0.06% | 0.05% | 99 | +9,753 | 40.35% | Q1 2026 | Apr 16, 2026 |
| Crumly & Associates Inc. | History | Reduced | 33,440 | 2,399 | 0.5% | 0.56% | 100 | -3,657 | -9.86% | Q1 2026 | Apr 02, 2026 |
| WBH ADVISORY INC | History | Added to | 33,324 | 2,398 | 0.18% | 0.16% | 101 | +2,710 | 8.85% | Q1 2026 | Apr 27, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 30,313 | 2,313 | 1.84% | 1.92% | 102 | -1,603 | -5.02% | Q1 2026 | May 14, 2026 |
| Merited Wealth, LLC | History | Added to | 31,233 | 2,240 | 1.86% | 0.97% | 103 | +16,707 | 115.01% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 30,326 | 2,175 | 0.04% | 0.05% | 104 | -2,773 | -8.38% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 29,498 | 2,116 | 0.03% | 0.03% | 105 | +514 | 1.77% | Q1 2026 | May 12, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 27,388 | 1,965 | 0.38% | 0.06% | 106 | +21,587 | 372.13% | Q1 2026 | Apr 29, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 27,191 | 1,951 | 0.01% | 0.01% | 107 | -34 | -0.12% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 26,793 | 1,922 | 0.04% | 0.05% | 108 | -553 | -2.02% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc. | History | Reduced | 25,705 | 1,844 | 0.91% | 0.52% | 109 | -171 | -0.66% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Added to | 25,344 | 1,818 | 0.04% | 0.04% | 110 | +1,721 | 7.29% | Q1 2026 | Apr 13, 2026 |
| RFG Advisory, LLC | History | New | 23,524 | 1,740 | 0.03% | — | 111 | +23,524 | New | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 24,218 | 1,738 | 0.0% | 0.0% | 112 | +5,240 | 27.61% | Q1 2026 | May 13, 2026 |
| Elevation Wealth Management LLC | History | Reduced | 24,049 | 1,725 | 1.58% | 1.75% | 113 | -1,395 | -5.48% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 23,398 | 1,678 | 0.13% | — | 114 | +23,398 | New | Q1 2026 | Apr 28, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 22,711 | 1,629 | 0.59% | 0.39% | 116 | +12,815 | 129.5% | Q1 2026 | Apr 22, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 22,704 | 1,629 | 0.37% | 0.37% | 115 | -67 | -0.29% | Q1 2026 | Apr 23, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 22,305 | 1,600 | 0.34% | 0.36% | 117 | +207 | 0.94% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 22,184 | 1,591 | 0.0% | 0.0% | 118 | +11,710 | 111.8% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 21,483 | 1,541 | 0.01% | 0.0% | 119 | +12,983 | 152.74% | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 21,367 | 1,533 | 0.04% | 0.04% | 120 | -1,074 | -4.79% | Q1 2026 | Apr 13, 2026 |
| Curry Webb Wealth Management LLC | History | Reduced | 21,202 | 1,521 | 0.72% | 0.88% | 121 | -3,627 | -14.61% | Q1 2026 | Jun 10, 2026 |
| Atria Investments, Inc | History | Reduced | 20,999 | 1,506 | 0.02% | 0.02% | 122 | -3,459 | -14.14% | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 20,797 | 1,492 | 0.25% | 0.29% | 123 | -3,185 | -13.28% | Q1 2026 | May 06, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 20,762 | 1,489 | 0.36% | 0.22% | 124 | +6,831 | 49.03% | Q1 2026 | Apr 20, 2026 |
| ORG Partners LLC | History | No change | 20,721 | 1,486 | 0.26% | 0.26% | 125 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PUREfi Wealth, LLC | History | Added to | 20,227 | 1,451 | 0.95% | 0.7% | 126 | +7,495 | 58.87% | Q1 2026 | Apr 28, 2026 |
| Ignite Planners, LLC | History | Added to | 19,504 | 1,431 | 0.22% | 0.17% | 127 | +4,365 | 28.83% | Q1 2026 | Apr 17, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 19,778 | 1,419 | 1.01% | 1.15% | 128 | -1,802 | -8.35% | Q1 2026 | May 19, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 19,688 | 1,412 | 0.17% | 0.19% | 129 | -2,431 | -10.99% | Q1 2026 | May 05, 2026 |
| Traveka Wealth, LLC | History | Added to | 19,260 | 1,381 | 0.53% | 0.46% | 130 | +3,566 | 22.72% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 17,878 | 1,282 | 0.01% | 0.01% | 131 | +3,928 | 28.16% | Q1 2026 | May 13, 2026 |
| Sugar Maple Asset Management, LLC | History | Reduced | 17,808 | 1,277 | 0.78% | 0.88% | 132 | -521 | -2.84% | Q1 2026 | Apr 21, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 17,768 | 1,274 | 0.28% | 0.28% | 133 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 17,553 | 1,259 | 0.0% | 0.0% | 134 | +13,928 | 384.22% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 17,513 | 1,256 | 0.05% | 0.04% | 135 | +2,145 | 13.96% | Q1 2026 | Apr 28, 2026 |
| Wayfinding Financial, LLC | History | Added to | 17,414 | 1,249 | 0.54% | 0.52% | 136 | +238 | 1.39% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 17,259 | 1,238 | 0.31% | 0.39% | 137 | -31 | -0.18% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 16,575 | 1,189 | 0.02% | 0.02% | 138 | +1,112 | 7.19% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 16,558 | 1,188 | 0.09% | 0.1% | 139 | -432 | -2.54% | Q1 2026 | Apr 22, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 15,747 | 1,129 | 0.08% | 0.08% | 140 | -161 | -1.01% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Reduced | 15,031 | 1,123 | 0.04% | 0.04% | 141 | -812 | -5.13% | Q1 2026 | Apr 17, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 15,132 | 1,085 | 0.14% | 0.14% | 142 | -460 | -2.95% | Q1 2026 | Apr 13, 2026 |
| TritonPoint Partners, LLC | History | New | 14,846 | 1,065 | 0.39% | — | 143 | +14,846 | New | Q1 2026 | Apr 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 14,584 | 1,046 | 0.08% | 0.07% | 144 | -439 | -2.92% | Q1 2026 | Apr 20, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 13,982 | 1,003 | 0.21% | 0.24% | 145 | -215 | -1.51% | Q1 2026 | May 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 13,792 | 989 | 0.41% | 0.31% | 146 | +1,190 | 9.44% | Q1 2026 | Apr 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 12,956 | 929 | 0.03% | 0.03% | 147 | -1,447 | -10.05% | Q1 2026 | May 14, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 12,872 | 923 | 0.5% | 0.52% | 148 | -463 | -3.47% | Q1 2026 | Apr 22, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 12,392 | 889 | 0.02% | 0.02% | 149 | -691 | -5.28% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,213 | 876 | 0.01% | 0.01% | 150 | +804 | 7.05% | Q1 2026 | Apr 23, 2026 |
| Bill Few Associates, Inc. | History | Added to | 12,161 | 872 | 0.21% | 0.19% | 151 | +1,302 | 11.99% | Q1 2026 | Apr 08, 2026 |
| Rothschild Wealth LLC | History | No change | 12,101 | 868 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 12,073 | 866 | 0.08% | 0.08% | 153 | -561 | -4.44% | Q1 2026 | Apr 30, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 11,795 | 846 | 0.54% | 0.56% | 154 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | Added to | 11,480 | 823 | 0.04% | 0.02% | 155 | +5,586 | 94.77% | Q1 2026 | May 04, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 11,469 | 822 | 0.09% | 0.11% | 156 | -219 | -1.87% | Q1 2026 | Apr 23, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 11,390 | 817 | 0.03% | 0.04% | 157 | +5,817 | 104.38% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,875 | 780 | 0.02% | 0.01% | 158 | +1,132 | 11.62% | Q1 2026 | May 01, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 10,365 | 743 | 0.49% | 0.5% | 159 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Verity Asset Management, Inc. | History | Added to | 10,229 | 734 | 0.31% | 0.3% | 160 | +430 | 4.39% | Q1 2026 | Apr 21, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 10,027 | 719 | 0.43% | 0.43% | 161 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 9,827 | 704 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 9,590 | 688 | 0.05% | 0.05% | 164 | +290 | 3.12% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 9,591 | 688 | 0.01% | 0.01% | 163 | +129 | 1.36% | Q1 2026 | May 08, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 9,150 | 656 | 0.16% | 0.41% | 165 | +2,879 | 45.91% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 8,992 | 645 | 0.01% | — | 166 | +8,992 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 8,921 | 640 | 0.16% | 0.17% | 167 | -25 | -0.28% | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,843 | 634 | 0.0% | 0.0% | 168 | +3,013 | 51.68% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 8,829 | 633 | 0.0% | — | 169 | +8,829 | New | Q1 2026 | May 01, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 8,653 | 620 | 0.01% | 0.01% | 170 | -38 | -0.44% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 8,381 | 601 | 0.0% | — | 171 | +8,381 | New | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | No change | 8,372 | 600 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 8,241 | 591 | 0.03% | 0.03% | 173 | +1,148 | 16.18% | Q1 2026 | Apr 17, 2026 |
| NVWM, LLC | History | No change | 8,003 | 574 | 0.13% | 0.12% | 174 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | New | 7,360 | 556 | 0.01% | — | 175 | +7,360 | New | Q1 2026 | Apr 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,700 | 552 | 0.02% | 0.01% | 176 | -46 | -0.59% | Q1 2026 | Apr 23, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 7,452 | 534 | 0.2% | 0.2% | 177 | -171 | -2.24% | Q1 2026 | Apr 09, 2026 |
| Financial Connections Group, Inc. | History | No change | 7,360 | 528 | 0.18% | 0.18% | 178 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,620 | 474 | 0.01% | 0.01% | 179 | +100 | 1.53% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 6,588 | 472 | 0.04% | 0.04% | 180 | +57 | 0.87% | Q1 2026 | Apr 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 6,548 | 469 | 0.03% | 0.03% | 181 | +642 | 10.87% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,514 | 468 | 0.0% | 0.01% | 182 | -436 | -6.27% | Q1 2026 | Apr 07, 2026 |
| IHT Wealth Management, LLC | History | New | 6,187 | 443 | 0.01% | — | 183 | +6,187 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 6,170 | 442 | 0.01% | 0.01% | 184 | -118 | -1.88% | Q1 2026 | Apr 28, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 5,995 | 430 | 0.11% | 0.13% | 185 | -1,485 | -19.85% | Q1 2026 | Apr 03, 2026 |
| Emergent Wealth Advisors, LLC | History | New | 5,990 | 429 | 0.25% | — | 187 | +5,990 | New | Q1 2026 | Apr 07, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 5,985 | 429 | 0.05% | 0.04% | 186 | +1 | 0.02% | Q1 2026 | Apr 15, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 5,909 | 423 | 0.15% | 0.15% | 188 | +268 | 4.75% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,892 | 422 | 0.01% | 0.01% | 189 | +200 | 3.51% | Q1 2026 | May 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 5,834 | 418 | 0.11% | 0.11% | 190 | -287 | -4.69% | Q1 2026 | Apr 28, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 5,671 | 406 | 0.24% | — | 192 | +5,671 | New | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | New | 5,659 | 406 | 0.0% | — | 193 | +5,659 | New | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 5,664 | 406 | 0.01% | 0.01% | 191 | +100 | 1.8% | Q1 2026 | May 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 5,523 | 396 | 0.09% | 0.08% | 194 | +707 | 14.68% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 5,374 | 385 | 0.0% | 0.0% | 195 | +2,352 | 77.83% | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 5,378 | 385 | 0.09% | 0.12% | 196 | -1,666 | -23.65% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 5,311 | 380 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Reduced | 5,118 | 367 | 0.0% | 0.0% | 198 | -192 | -3.62% | Q1 2026 | May 12, 2026 |
| Visionary Wealth Advisors | History | No change | 5,086 | 364 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,865 | 349 | 0.0% | 0.0% | 200 | +1,938 | 66.21% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 4,850 | 347 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Plan Group Financial, LLC | History | Reduced | 4,736 | 339 | 0.08% | 0.09% | 203 | -17 | -0.36% | Q1 2026 | Apr 13, 2026 |
| First PREMIER Bank | History | No change | 4,718 | 339 | 0.08% | 0.08% | 202 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 4,631 | 333 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,599 | 329 | 0.0% | 0.0% | 205 | +115 | 2.56% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Added to | 4,551 | 326 | 0.0% | 0.0% | 206 | +329 | 7.79% | Q1 2026 | May 13, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 4,436 | 318 | 0.14% | 0.13% | 207 | +183 | 4.3% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | New | 4,429 | 317 | 0.0% | — | 208 | +4,429 | New | Q1 2026 | May 15, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 4,343 | 311 | 0.15% | — | 209 | +4,343 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 4,125 | 295 | 0.0% | 0.0% | 210 | +678 | 19.67% | Q1 2026 | May 11, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 4,065 | 291 | 0.04% | 0.05% | 211 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 3,871 | 277 | 0.22% | 0.22% | 212 | +249 | 6.87% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,844 | 275 | 0.0% | 0.0% | 213 | -6,576 | -63.11% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | New | 3,723 | 267 | 0.02% | — | 215 | +3,723 | New | Q1 2026 | May 14, 2026 |
| MBA Advisors LLC | History | Reduced | 3,722 | 267 | 0.1% | 0.12% | 214 | -344 | -8.46% | Q1 2026 | Apr 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 3,600 | 258 | 0.0% | 0.0% | 216 | -7,300 | -66.97% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | New | 3,547 | 254 | 0.0% | — | 217 | +3,547 | New | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | New | 3,445 | 247 | 0.01% | — | 218 | +3,445 | New | Q1 2026 | Apr 24, 2026 |
| Private Wealth Partners, LLC | History | No change | 3,200 | 229 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| StoneX Group Inc. | History | Reduced | 3,158 | 226 | 0.01% | 0.03% | 220 | -7,366 | -69.99% | Q1 2026 | May 14, 2026 |
| Aegis Wealth Management, Inc. | History | Added to | 3,126 | 224 | 0.18% | 0.16% | 221 | +259 | 9.03% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 3,100 | 222 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 3,044 | 218 | 0.0% | — | 223 | +3,044 | New | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 2,987 | 214 | 0.01% | — | 226 | +2,987 | New | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | Added to | 2,987 | 214 | 0.05% | 0.05% | 225 | +148 | 5.21% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 2,990 | 214 | 0.03% | 0.03% | 224 | +7 | 0.23% | Q1 2026 | Apr 08, 2026 |
| Sequent Planning LLC | History | New | 2,935 | 210 | 0.05% | — | 227 | +2,935 | New | Q1 2026 | Apr 21, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 2,907 | 208 | 0.05% | 0.05% | 228 | -271 | -8.53% | Q1 2026 | May 08, 2026 |
| Empirical Asset Management, LLC | History | Added to | 2,822 | 202 | 0.05% | 0.06% | 229 | +31 | 1.11% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,803 | 201 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | Added to | 2,524 | 181 | 0.04% | 0.03% | 231 | +721 | 39.99% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,219 | 160 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tripletail Wealth Management, LLC | History | New | 2,064 | 148 | 0.2% | — | 233 | +2,064 | New | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | No change | 1,840 | 132 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| MAI Capital Management | History | New | 1,791 | 128 | 0.0% | — | 235 | +1,791 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,722 | 123 | 0.0% | 0.03% | 236 | -16,587 | -90.59% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,512 | 108 | 0.0% | 0.0% | 237 | -10 | -0.66% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,484 | 106 | 0.0% | — | 238 | +1,484 | New | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,438 | 103 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 1,355 | 97 | 0.0% | 0.0% | 240 | +1,183 | 687.79% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | New | 1,242 | 89 | 0.0% | — | 241 | +1,242 | New | Q1 2026 | May 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,014 | 72 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Root Financial Partners, LLC | History | No change | 800 | 57 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 737 | 52 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LGT Financial Advisors LLC | History | Reduced | 678 | 48 | 0.25% | 0.3% | 245 | -10 | -1.45% | Q1 2026 | Apr 28, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 624 | 44 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 446 | 32 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Added to | 432 | 31 | 0.0% | 0.0% | 248 | +3 | 0.7% | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 337 | 24 | 0.0% | 0.0% | 249 | +3 | 0.9% | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | New | 328 | 23 | 0.01% | — | 250 | +328 | New | Q1 2026 | Apr 10, 2026 |
| FAS Wealth Partners, Inc. | History | New | 299 | 21 | 0.0% | — | 252 | +299 | New | Q1 2026 | Jun 09, 2026 |
| Allworth Financial LP | History | Added to | 299 | 21 | 0.0% | 0.0% | 251 | +1 | 0.34% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 239 | 17 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Register Financial Advisors LLC | History | New | 228 | 16 | 0.01% | — | 254 | +228 | New | Q1 2026 | Apr 15, 2026 |
| Synergy Investment Management, LLC | History | New | 188 | 13 | 0.0% | — | 256 | +188 | New | Q1 2026 | May 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 187 | 13 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | No change | 159 | 11 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Added to | 150 | 10 | 0.0% | 0.0% | 259 | +87 | 138.1% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 140 | 10 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | No change | 122 | 8 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 88 | 6 | 0.0% | — | 262 | +88 | New | Q1 2026 | May 08, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 95 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 63 | 4 | 0.0% | 0.0% | 263 | +27 | 75.0% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 65 | 4 | 0.0% | 0.0% | 265 | +3 | 4.84% | Q1 2026 | Apr 27, 2026 |
| GODSEY & GIBB, INC | History | No change | 62 | 4 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 45 | 3 | 0.0% | 0.0% | 266 | -266 | -85.53% | Q1 2026 | Apr 06, 2026 |
| Essential Investment Partners LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| ASSETMARK, INC | History | No change | 39 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Motiv8 Investments LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Planning Group LLC | History | New | 15 | 1 | 0.0% | — | 271 | +15 | New | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -1,589,943 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Commonwealth Financial Services, LLC | History | Closed out | 0 | 0 | — | 1.57% | — | -132,576 | -100.0% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,097 | -100.0% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,654 | -100.0% | Q1 2026 | May 12, 2026 |
| Worth Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -13,796 | -100.0% | Q1 2026 | May 04, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -7,497 | -100.0% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,908 | -100.0% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,333 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Shared Vision Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,681 | -100.0% | Q1 2026 | May 06, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -626 | -100.0% | Q1 2026 | May 14, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -509 | -100.0% | Q1 2026 | Apr 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -453 | -100.0% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -292 | -100.0% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -261 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.01% | — | -115 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 13, 2026 |