John Hancock Exchange-Traded Fund Trust - JHMM

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
LPL Financial LLC History No change 5,014,123 375,858 0.08% 0.08% 1 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 5,000,962 374,787 0.08% 0.08% 2 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 4,073,547 305,353 0.24% 0.24% 3 0 0.0% Q2 2026 Sep 09, 2026
MORGAN STANLEY History No change 3,805,245 285,241 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 3,771,131 282,684 0.05% 0.05% 5 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,203,414 240,127 0.07% 0.07% 6 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,457,335 182,285 0.07% 0.07% 7 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 2,173,659 162,937 0.09% 0.09% 8 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 2,101,722 157,545 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 1,748,863 131,094 0.16% 0.16% 10 0 0.0% Q2 2026 Jul 29, 2026
BANK OF AMERICA CORP /DE/ History No change 1,429,049 107,121 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,189,588 89,172 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 1,040,771 78,016 0.07% 0.07% 13 0 0.0% Q2 2026 Aug 12, 2026
Gilbert & Cook, Inc. History No change 1,007,790 75,543 8.69% 8.69% 14 0 0.0% Q2 2026 Jul 28, 2026
Private Advisor Group, LLC History No change 910,954 68,285 0.31% 0.31% 15 0 0.0% Q2 2026 Jul 27, 2026
Financial Management Professionals, Inc. History No change 808,540 60,607 5.75% 5.75% 16 0 0.0% Q2 2026 Jul 09, 2026
Amplius Wealth Advisors, LLC History No change 685,861 51,412 3.77% 3.77% 17 0 0.0% Q2 2026 Jul 17, 2026
Granite Bay Wealth Management, LLC History No change 671,903 50,366 4.64% 4.64% 18 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 630,958 47,296 0.05% 0.05% 19 0 0.0% Q2 2026 Aug 12, 2026
Garrett Wealth Advisory Group, LLC History No change 572,359 42,904 6.59% 6.59% 20 0 0.0% Q2 2026 Aug 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 516,384 38,708 0.07% 0.07% 21 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 502,751 37,686 0.14% 0.14% 22 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 435,756 32,662 0.01% 0.01% 23 0 0.0% Q2 2026 Sep 23, 2026
Nvest Wealth Strategies, Inc. History No change 423,460 31,742 19.84% 19.84% 24 0 0.0% Q2 2026 Jul 10, 2026
OSAIC HOLDINGS, INC. History No change 418,494 31,381 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 347,933 26,081 0.92% 0.92% 26 0 0.0% Q2 2026 Aug 05, 2026
Dynamic Advisor Solutions LLC History No change 344,277 25,806 0.73% 0.73% 27 0 0.0% Q2 2026 Jul 07, 2026
Baird Financial Group, Inc. History No change 294,316 22,061 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 12, 2026
Graney & King, LLC History No change 282,568 21,181 7.61% 7.61% 29 0 0.0% Q2 2026 Aug 07, 2026
KPP Advisory Services LLC History No change 269,833 20,226 2.56% 2.56% 30 0 0.0% Q2 2026 Jul 24, 2026
Rockefeller Capital Management L.P. History No change 247,563 18,557 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Financial Partners, Inc. History No change 240,881 18,056 0.12% 0.12% 32 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 240,398 18,020 0.04% 0.04% 33 0 0.0% Q2 2026 Jul 27, 2026
MCF Advisors LLC History No change 234,236 17,558 0.63% 0.63% 34 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 230,283 17,262 0.17% 0.17% 35 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 212,619 15,937 0.3% 0.3% 36 0 0.0% Q2 2026 Aug 12, 2026
Vestmark Advisory Solutions, Inc. History No change 212,600 15,936 0.15% 0.15% 37 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 210,222 15,758 0.1% 0.1% 38 0 0.0% Q2 2026 Sep 08, 2026
Choice Wealth Advisors LLC History No change 201,271 15,087 5.29% 5.29% 39 0 0.0% Q2 2026 Jul 09, 2026
Eldridge Investment Advisors, Inc. History No change 190,400 14,272 2.83% 2.83% 40 0 0.0% Q2 2026 Aug 10, 2026
Baker Ellis Asset Management LLC History No change 189,511 14,205 1.47% 1.47% 41 0 0.0% Q2 2026 Jul 23, 2026
Sanchez Wealth Management Group History No change 185,722 13,921 2.44% 2.44% 42 0 0.0% Q2 2026 Jul 27, 2026
DWM Financial Group, Inc. History No change 204,728 13,405 11.95% 11.95% 43 0 0.0% Q2 2026 Aug 14, 2026
ENZI WEALTH History No change 177,127 13,098 4.15% 4.15% 44 0 0.0% Q2 2026 Jul 15, 2026
Sanctuary Advisors, LLC History No change 166,685 12,494 0.06% 0.06% 45 0 0.0% Q2 2026 Aug 13, 2026
Pine Valley Investments Ltd Liability Co History No change 159,268 11,938 0.47% 0.47% 46 0 0.0% Q2 2026 Jul 24, 2026
&PARTNERS History No change 154,341 11,575 0.05% 0.05% 47 0 0.0% Q2 2026 Aug 14, 2026
Hixon Zuercher, LLC History No change 152,829 11,456 3.36% 3.36% 48 0 0.0% Q2 2026 Jul 20, 2026
Cerity Partners LLC History No change 151,432 11,351 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 14, 2026
46 Peaks LLC History No change 149,917 11,237 7.07% 7.07% 50 0 0.0% Q2 2026 Aug 04, 2026
BankPlus Trust Department History No change 147,337 11,044 2.58% 2.58% 51 0 0.0% Q2 2026 Jul 28, 2026
Kingsview Wealth Management, LLC History No change 136,734 10,249 0.12% 0.12% 52 0 0.0% Q2 2026 Aug 18, 2026
Kestra Advisory Services, LLC History No change 130,867 9,809 0.03% 0.03% 53 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 130,069 9,749 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 27, 2026
STIFEL FINANCIAL CORP History No change 128,751 9,651 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 12, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 127,601 9,564 0.3% 0.3% 56 0 0.0% Q2 2026 Aug 04, 2026
Newman Dignan & Sheerar, Inc. History No change 119,708 8,973 1.72% 1.72% 57 0 0.0% Q2 2026 Jul 14, 2026
NATIXIS ADVISORS, LLC History No change 114,002 8,545 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
Linscomb Wealth, Inc. History No change 104,079 7,801 0.34% 0.34% 59 0 0.0% Q2 2026 Jul 31, 2026
Simplicity Wealth,LLC History No change 98,814 7,407 0.25% 0.25% 60 0 0.0% Q2 2026 Aug 06, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 96,922 7,265 0.11% 0.11% 61 0 0.0% Q2 2026 Aug 10, 2026
Forge Financial Services LLC History No change 94,501 7,084 0.61% 0.61% 62 0 0.0% Q2 2026 Aug 07, 2026
Fragasso Financial Advisors Inc History No change 90,020 6,747 0.36% 0.36% 63 0 0.0% Q2 2026 Jul 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 87,187 6,535 0.07% 0.07% 64 0 0.0% Q2 2026 Jul 28, 2026
WCG Wealth Advisors LLC History No change 87,105 6,529 0.15% 0.15% 65 0 0.0% Q2 2026 Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 83,224 6,238 0.64% 0.64% 66 0 0.0% Q2 2026 Jul 16, 2026
AlphaCore Capital LLC History No change 81,930 6,141 0.11% 0.11% 67 0 0.0% Q2 2026 Aug 06, 2026
FMA Wealth Management, LLC History No change 81,410 6,102 3.91% 3.91% 68 0 0.0% Q2 2026 Jul 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 77,710 5,825 0.13% 0.13% 69 0 0.0% Q2 2026 Jul 17, 2026
Global Retirement Partners, LLC History No change 76,376 5,725 0.09% 0.09% 70 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 75,786 5,680 0.06% 0.06% 71 0 0.0% Q2 2026 Aug 12, 2026
WETZEL INVESTMENT ADVISORS, INC. History No change 68,521 5,136 1.78% 1.78% 72 0 0.0% Q2 2026 Jul 23, 2026
ADVISORTRUST PARTNERS, LLC History No change 67,359 5,049 1.73% 1.73% 73 0 0.0% Q2 2026 Aug 10, 2026
Chicago Partners Investment Group LLC History No change 65,173 4,798 0.1% 0.1% 74 0 0.0% Q2 2026 Jul 29, 2026
Frederick Financial Consultants, LLC History No change 63,355 4,749 2.01% 2.01% 75 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 63,526 4,747 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History No change 61,165 4,584 0.04% 0.04% 77 0 0.0% Q2 2026 Jul 17, 2026
Beacon Pointe Advisors, LLC History No change 60,112 4,505 0.02% 0.02% 78 0 0.0% Q2 2026 Aug 18, 2026
Atlas Wealth LLC History No change 59,863 4,487 0.64% 0.64% 79 0 0.0% Q2 2026 Jul 28, 2026
ERn Financial, LLC History No change 58,812 4,408 0.73% 0.73% 80 0 0.0% Q2 2026 Jul 23, 2026
Arkadios Wealth Advisors History No change 58,738 4,402 0.07% 0.07% 81 0 0.0% Q2 2026 Aug 10, 2026
Capital Advisors, Ltd. LLC History No change 57,762 4,330 0.44% 0.44% 82 0 0.0% Q2 2026 Jul 16, 2026
TRUIST FINANCIAL CORP History No change 56,895 4,264 0.01% 0.01% 83 0 0.0% Q2 2026 Jul 28, 2026
DORVAL Corp History No change 50,610 3,793 1.09% 1.09% 84 0 0.0% Q2 2026 Jul 24, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 49,580 3,716 1.12% 1.12% 85 0 0.0% Q2 2026 Jul 16, 2026
Concurrent Investment Advisors, LLC History No change 47,101 3,530 0.03% 0.03% 86 0 0.0% Q2 2026 Jul 27, 2026
IAG Wealth Partners, LLC History No change 46,094 3,455 0.34% 0.34% 87 0 0.0% Q2 2026 Aug 06, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 45,753 3,429 0.93% 0.93% 88 0 0.0% Q2 2026 Jul 24, 2026
DAVENPORT & Co LLC History No change 43,923 3,292 0.02% 0.02% 89 0 0.0% Q2 2026 Jul 13, 2026
FFG RETIREMENT ADVISORS LLC History No change 42,824 3,210 1.7% 1.7% 90 0 0.0% Q2 2026 Jul 09, 2026
Onyx Bridge Wealth Group LLC History No change 41,953 3,144 0.28% 0.28% 91 0 0.0% Q2 2026 Jul 23, 2026
WPG Advisers, LLC History No change 41,235 3,090 1.82% 1.82% 92 0 0.0% Q2 2026 Aug 05, 2026
Keystone Financial Services, LLC History No change 41,038 3,076 1.85% 1.85% 93 0 0.0% Q2 2026 Jul 24, 2026
Arete Wealth Advisors, LLC History No change 40,512 3,036 0.2% 0.2% 94 0 0.0% Q2 2026 Aug 12, 2026
Interchange Capital Partners, LLC History No change 37,997 2,848 0.54% 0.54% 95 0 0.0% Q2 2026 Jul 20, 2026
Henderson Brothers Financial Partners, LLC History No change 36,565 2,740 1.3% 1.3% 96 0 0.0% Q2 2026 Aug 13, 2026
FLAGSTAR SECURITIES, INC History No change 36,491 2,735 0.83% 0.83% 97 0 0.0% Q2 2026 Jul 15, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 35,500 2,661 0.22% 0.22% 98 0 0.0% Q2 2026 Jul 28, 2026
CoreCap Advisors, LLC History No change 33,387 2,502 0.07% 0.07% 99 0 0.0% Q2 2026 Jul 06, 2026
Atria Investments, Inc History No change 33,226 2,490 0.02% 0.02% 100 0 0.0% Q2 2026 Jul 28, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History No change 32,952 2,470 0.11% 0.11% 101 0 0.0% Q2 2026 Jul 24, 2026
FIFTH THIRD BANCORP History No change 32,836 2,461 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History No change 32,400 2,428 0.01% 0.01% 103 0 0.0% Q2 2026 Aug 17, 2026
HighTower Advisors, LLC History No change 31,938 2,394 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 05, 2026
BankPlus Wealth Management LLC History No change 30,511 2,287 1.03% 1.03% 105 0 0.0% Q2 2026 Jul 17, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 29,890 2,240 0.11% 0.11% 106 0 0.0% Q2 2026 Jul 28, 2026
Freedom Investment Management, Inc. History No change 29,857 2,238 0.62% 0.62% 107 0 0.0% Q2 2026 Aug 10, 2026
Empowered Funds, LLC History No change 29,461 2,208 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 28,262 2,118 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 12, 2026
JNBA Financial Advisors History No change 27,928 2,093 0.16% 0.16% 110 0 0.0% Q2 2026 Jul 23, 2026
D.A. DAVIDSON & CO. History No change 27,903 2,091 0.01% 0.01% 111 0 0.0% Q2 2026 Jul 24, 2026
Signature Equity Partners, LLC History No change 27,857 2,088 0.96% 0.96% 112 0 0.0% Q2 2026 Jul 30, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 27,806 2,074 0.12% 0.12% 113 0 0.0% Q2 2026 Jul 22, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 27,355 2,050 0.61% 0.61% 114 0 0.0% Q2 2026 Jul 07, 2026
Paragon Private Wealth Management, LLC History No change 26,724 2,003 0.52% 0.52% 115 0 0.0% Q2 2026 Jul 28, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 26,476 1,984 0.29% 0.29% 116 0 0.0% Q2 2026 Jul 21, 2026
Gladstone Institutional Advisory LLC History No change 25,430 1,906 0.06% 0.06% 117 0 0.0% Q2 2026 Jul 27, 2026
Steward Partners Investment Advisory, LLC History No change 25,305 1,896 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 25,013 1,875 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
Gaddis Premier Wealth Advisors LLC History No change 24,489 1,835 1.11% 1.11% 120 0 0.0% Q2 2026 Aug 04, 2026
MGO ONE SEVEN LLC History No change 24,358 1,825 0.03% 0.03% 121 0 0.0% Q2 2026 Jul 31, 2026
MONECO ADVISORS, LLC History No change 23,811 1,784 0.11% 0.11% 122 0 0.0% Q2 2026 Aug 11, 2026
SpringVest Wealth Management LLC History No change 23,551 1,765 1.11% 1.11% 123 0 0.0% Q2 2026 Jul 22, 2026
BENJAMIN EDWARDS INC History No change 23,524 1,763 0.02% 0.02% 124 0 0.0% Q2 2026 Jul 24, 2026
Magnus Financial Group LLC History No change 23,457 1,758 0.12% 0.12% 125 0 0.0% Q2 2026 Jul 09, 2026
TME FINANCIAL, INC. History No change 23,273 1,744 1.08% 1.08% 126 0 0.0% Q2 2026 Jul 23, 2026
Valmark Advisers, Inc. History No change 22,774 1,707 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 06, 2026
Dickmeyer Boyce Financial Management, Inc. History No change 21,746 1,630 0.84% 0.84% 128 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Wealth Management, LLC History No change 20,954 1,570 0.07% 0.07% 129 0 0.0% Q2 2026 Jul 22, 2026
Strategic Financial Concepts, LLC History No change 20,837 1,561 0.46% 0.46% 130 0 0.0% Q2 2026 Jul 27, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 20,236 1,516 0.17% 0.17% 131 0 0.0% Q2 2026 Jul 09, 2026
Waterloo Capital, L.P. History No change 20,214 1,515 0.09% 0.09% 132 0 0.0% Q2 2026 Jul 29, 2026
AVAII WEALTH MANAGEMENT, LLC History No change 20,128 1,508 0.44% 0.44% 133 0 0.0% Q2 2026 Aug 10, 2026
PFG Advisors History No change 19,956 1,495 0.08% 0.08% 134 0 0.0% Q2 2026 Jul 16, 2026
FMR LLC History No change 19,389 1,453 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
FreeGulliver LLC History No change 16,632 1,246 0.44% 0.44% 136 0 0.0% Q2 2026 Aug 11, 2026
HILL ISLAND FINANCIAL LLC History No change 16,530 1,239 0.26% 0.26% 137 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 16,063 1,204 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 13, 2026
Sun Financial Inc History No change 15,798 1,204 0.57% 0.57% 139 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 16,023 1,201 0.16% 0.16% 140 0 0.0% Q2 2026 Aug 11, 2026
Rossmore Private Capital History No change 15,421 1,155 0.09% 0.09% 141 0 0.0% Q2 2026 Jul 31, 2026
Gilliland Jeter Wealth Management LLC History No change 15,394 1,153 0.3% 0.3% 142 0 0.0% Q2 2026 Jul 29, 2026
Advisory Services Network, LLC History No change 14,974 1,122 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 12, 2026
Sovereign Financial Group, Inc. History No change 13,486 1,010 0.15% 0.15% 144 0 0.0% Q2 2026 Jul 24, 2026
Creative Planning History No change 13,110 982 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 12,976 972 0.4% 0.4% 146 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 12,731 954 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 12,447 933 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 19, 2026
Perigon Wealth Management, LLC History No change 11,914 893 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 11,733 879 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 11, 2026
Visionary Wealth Advisors History No change 11,320 848 0.03% 0.03% 151 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 11,210 840 0.07% 0.07% 152 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 10,777 807 0.03% 0.03% 153 0 0.0% Q2 2026 Aug 14, 2026
SigFig Wealth Management, LLC History No change 10,792 806 0.02% 0.02% 154 0 0.0% Q2 2026 Jul 07, 2026
HORAN Wealth, LLC History No change 10,308 772 0.1% 0.1% 155 0 0.0% Q2 2026 Aug 26, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 10,149 752 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 15, 2026
Harbor Asset Planning, Inc. History No change 10,030 751 0.56% 0.56% 157 0 0.0% Q2 2026 Jul 22, 2026
CITADEL ADVISORS LLC History No change 10,000 749 0.0% 0.0% 158 0 0.0% Q2 2026 Sep 02, 2026
HB Wealth Management, LLC History No change 9,596 719 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 29, 2026
VICUS CAPITAL History No change 9,048 678 0.04% 0.04% 160 0 0.0% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 9,689 653 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 13, 2026
EPG Wealth Management LLC History No change 8,681 650 0.16% 0.16% 162 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 8,410 630 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE TRUST CO NA History No change 8,200 614 0.05% 0.05% 164 0 0.0% Q2 2026 Jul 28, 2026
TENET WEALTH PARTNERS, LLC History No change 8,211 609 0.45% 0.45% 165 0 0.0% Q2 2026 Aug 07, 2026
Independence Financial Advisors, LLC History No change 8,036 602 0.16% 0.16% 166 0 0.0% Q2 2026 Jul 09, 2026
Quad-Cities Investment Group, LLC History No change 8,006 600 0.22% 0.22% 167 0 0.0% Q2 2026 Jul 07, 2026
Bluespring Wealth Management, LLC History No change 8,002 599 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History No change 8,004 599 0.02% 0.02% 169 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 7,813 585 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Convergence Financial, LLC History No change 7,796 584 0.05% 0.05% 171 0 0.0% Q2 2026 Aug 05, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 7,790 583 0.14% 0.14% 172 0 0.0% Q2 2026 Aug 10, 2026
Diversify Advisory Services, LLC History No change 7,641 567 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 7,641 567 0.01% 0.01% 174 0 0.0% Q2 2026 Jul 29, 2026
Intelligence Driven Advisers, LLC History No change 7,425 556 0.09% 0.09% 175 0 0.0% Q2 2026 Aug 06, 2026
Janney Montgomery Scott LLC History No change 7,245 543 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 05, 2026
GUIDANCE CAPITAL, INC History No change 7,332 543 0.12% 0.12% 177 0 0.0% Q2 2026 Jul 20, 2026
Quantinno Capital Management LP History No change 7,074 530 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 7,024 526 0.0% 0.0% 179 0 0.0% Q2 2026 Jul 30, 2026
COZAD ASSET MANAGEMENT INC History No change 7,007 525 0.03% 0.03% 180 0 0.0% Q2 2026 Aug 14, 2026
Synergy Asset Management, LLC History No change 7,010 525 0.05% 0.05% 181 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 6,543 490 0.01% 0.01% 182 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 6,440 482 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 07, 2026
Key Client Fiduciary Advisors, LLC History No change 6,432 482 0.14% 0.14% 184 0 0.0% Q2 2026 Jul 09, 2026
Sigma Planning Corp History No change 6,420 481 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 07, 2026
HARBOUR INVESTMENTS, INC. History No change 6,416 480 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 12, 2026
Compass Ion Advisors, LLC History No change 6,344 475 0.04% 0.04% 187 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,345 475 0.0% 0.0% 188 0 0.0% Q2 2026 Sep 23, 2026
Goodwin Investment Advisory History No change 6,334 474 0.95% 0.95% 189 0 0.0% Q2 2026 Aug 19, 2026
Perennial Investment Advisors, LLC History No change 6,204 465 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 14, 2026
Weaver Consulting Group History No change 6,151 461 0.09% 0.09% 191 0 0.0% Q2 2026 Jul 29, 2026
Kathmere Capital Management, LLC History No change 5,800 434 0.02% 0.02% 192 0 0.0% Q2 2026 Jul 29, 2026
D.B. Root & Company, LLC History No change 5,771 432 0.09% 0.09% 193 0 0.0% Q2 2026 Aug 13, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 5,614 420 0.06% 0.06% 194 0 0.0% Q2 2026 Aug 13, 2026
Orca Wealth Management, LLC History No change 5,576 418 0.25% 0.25% 195 0 0.0% Q2 2026 Jul 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,500 412 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 13, 2026
Sterling Wealth Management, Inc. History No change 5,429 406 0.1% 0.1% 197 0 0.0% Q2 2026 Jul 30, 2026
Diversified Trust Co History No change 5,350 401 0.01% 0.01% 198 0 0.0% Q2 2026 Jul 17, 2026
Coastline Trust Co History Reduced 5,496 392 0.04% 0.04% 199 -608 -9.96% Q3 2026 Oct 01, 2026
Y-Intercept (Hong Kong) Ltd History No change 5,156 386 0.01% 0.01% 200 0 0.0% Q2 2026 Jul 13, 2026
Prospera Financial Services Inc History No change 5,112 383 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 15, 2026
Align Financial, LLC History No change 5,009 375 0.19% 0.19% 202 0 0.0% Q2 2026 Jul 27, 2026
Avidian Wealth Enterprises, LLC History No change 4,623 346 0.01% 0.01% 203 0 0.0% Q2 2026 Jul 24, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,486 336 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 10, 2026
Symphony Financial Services, Inc. History No change 4,478 335 0.15% 0.15% 205 0 0.0% Q2 2026 Jul 22, 2026
Ethic Inc. History No change 4,453 333 0.0% 0.0% 206 0 0.0% Q2 2026 Jul 29, 2026
AE Wealth Management LLC History No change 4,432 332 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 03, 2026
Indivisible Partners History No change 4,222 316 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 04, 2026
Waverly Advisors, LLC History No change 4,207 315 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 14, 2026
Legacy Capital Wealth Partners, LLC History No change 4,196 314 0.06% 0.06% 210 0 0.0% Q2 2026 Aug 12, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 4,115 308 0.18% 0.18% 211 0 0.0% Q2 2026 Jul 21, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 4,001 299 0.05% 0.05% 212 0 0.0% Q2 2026 Jul 14, 2026
ARWA LLC History No change 4,006 297 0.12% 0.12% 213 0 0.0% Q2 2026 Jul 24, 2026
ADAPT WEALTH ADVISORS, LLC History No change 3,943 295 0.1% 0.1% 214 0 0.0% Q2 2026 Aug 12, 2026
CreativeOne Wealth, LLC History No change 3,853 288 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 13, 2026
Balefire, LLC History No change 3,722 279 0.05% 0.05% 216 0 0.0% Q2 2026 Jul 07, 2026
IFP Advisors, Inc History No change 3,708 277 0.01% 0.01% 217 0 0.0% Q2 2026 Jul 20, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 3,575 267 0.04% 0.04% 218 0 0.0% Q2 2026 Jul 22, 2026
BROWN ADVISORY INC History No change 3,489 261 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 14, 2026
TFC Financial Management, Inc. History No change 3,490 261 0.03% 0.03% 220 0 0.0% Q2 2026 Jul 23, 2026
Venture Visionary Partners LLC History No change 3,477 260 0.01% 0.01% 221 0 0.0% Q2 2026 Jul 27, 2026
Hoxton Planning & Management, LLC History No change 3,416 256 0.07% 0.07% 222 0 0.0% Q2 2026 Jul 16, 2026
URS Advisory LLC History No change 3,252 243 0.14% 0.14% 223 0 0.0% Q2 2026 Jul 27, 2026
Savant Capital, LLC History No change 3,211 241 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 10, 2026
BESSEMER GROUP INC History No change 3,104 233 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 12, 2026
HUB Investment Partners, LLC History No change 3,033 227 0.0% 0.0% 226 0 0.0% Q2 2026 Jul 31, 2026
HRT FINANCIAL LP History No change 3,018 226 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History No change 3,000 224 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 12, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 2,997 224 0.01% 0.01% 229 0 0.0% Q2 2026 Jul 23, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,981 223 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 14, 2026
360 Financial, Inc. History No change 2,908 217 0.06% 0.06% 231 0 0.0% Q2 2026 Aug 11, 2026
SUTTON PLACE INVESTORS LLC History No change 2,897 217 0.11% 0.11% 232 0 0.0% Q2 2026 Aug 06, 2026
Avior Wealth Management, LLC History No change 2,891 216 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 07, 2026
Intrua Financial, LLC History No change 2,829 212 0.02% 0.02% 234 0 0.0% Q2 2026 Jul 24, 2026
Smith Thornton Advisors LLC History No change 2,789 205 0.09% 0.09% 235 0 0.0% Q2 2026 Jul 14, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 2,709 203 0.03% 0.03% 236 0 0.0% Q2 2026 Jul 24, 2026
Birchwood Financial Partners, Inc. History No change 2,377 178 0.15% 0.15% 237 0 0.0% Q2 2026 Aug 06, 2026
Spire Wealth Management History No change 2,113 158 0.0% 0.0% 238 0 0.0% Q2 2026 Jul 15, 2026
BROWN BROTHERS HARRIMAN & CO History No change 2,068 155 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 12, 2026
MRP Capital Investments, LLC History No change 1,616 121 0.09% 0.09% 240 0 0.0% Q2 2026 Aug 10, 2026
Comprehensive Financial Planning, Inc./PA History No change 1,484 111 0.06% 0.06% 241 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,418 106 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
SJS Investment Consulting Inc. History No change 1,402 105 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 22, 2026
Timmons Wealth Management, LLC History No change 1,337 100 0.07% 0.07% 244 0 0.0% Q2 2026 Aug 07, 2026
CITY HOLDING CO History No change 1,320 98 0.01% 0.01% 245 0 0.0% Q2 2026 Jul 10, 2026
BANK OF MONTREAL /CAN/ History No change 1,268 95 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 12, 2026
Bank & Trust Co History No change 1,188 89 0.06% 0.06% 247 0 0.0% Q2 2026 Jul 10, 2026
Rialto Wealth Management, LLC History No change 1,175 88 0.02% 0.02% 248 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Bancorp, Inc. History No change 1,100 82 0.02% 0.02% 249 0 0.0% Q2 2026 Jul 28, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 1,078 80 0.05% 0.05% 250 0 0.0% Q2 2026 Jul 21, 2026
Medallion Wealth Advisors, LLC History No change 950 77 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 931 70 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
Private Wealth Asset Management, LLC History No change 867 64 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 11, 2026
JFS WEALTH ADVISORS, LLC History No change 826 61 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 10, 2026
Crewe Advisors LLC History No change 648 48 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 23, 2026
Monetary Solutions, Ltd History No change 630 47 0.04% 0.04% 256 0 0.0% Q2 2026 Jul 23, 2026
BlackRock, Inc. History No change 606 45 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 07, 2026
AMERIFLEX GROUP, INC. History No change 593 44 0.02% 0.02% 258 0 0.0% Q2 2026 Aug 13, 2026
SouthState Bank Corp History No change 565 42 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 06, 2026
Millstone Evans Group, LLC History No change 562 42 0.02% 0.02% 260 0 0.0% Q2 2026 Aug 11, 2026
Strive Financial Group ,LLC History No change 550 41 0.02% 0.02% 261 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 540 40 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 06, 2026
Fourth Dimension Wealth, LLC History No change 526 39 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 31, 2026
Dunhill Financial, LLC History No change 480 35 0.01% 0.01% 264 0 0.0% Q2 2026 Aug 07, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 454 34 0.0% 0.0% 265 0 0.0% Q2 2026 Aug 07, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 463 34 0.01% 0.01% 266 0 0.0% Q2 2026 Sep 18, 2026
Blue Trust, Inc. History No change 463 34 0.0% 0.0% 267 0 0.0% Q2 2026 Jul 21, 2026
PlanVest Financial, Inc History No change 446 33 0.02% 0.02% 268 0 0.0% Q2 2026 Aug 10, 2026
PITTENGER & ANDERSON INC History No change 438 32 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 27, 2026
Anchor Investment Management, LLC History No change 432 32 0.0% 0.0% 270 0 0.0% Q2 2026 Sep 15, 2026
VALLEY NATIONAL ADVISERS INC History No change 400 29 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 29, 2026
Bank of New Hampshire History No change 368 27 0.01% 0.01% 272 0 0.0% Q2 2026 Jul 14, 2026
Chung Wu Investment Group, LLC History No change 366 27 0.02% 0.02% 273 0 0.0% Q2 2026 Jul 31, 2026
Collier Financial History No change 343 25 0.02% 0.02% 274 0 0.0% Q2 2026 Jul 30, 2026
Plante Moran Financial Advisors, LLC History No change 297 22 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 06, 2026
STEPH & CO History No change 274 20 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 16, 2026
Capital Investment Advisory Services, LLC History No change 265 19 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 23, 2026
GHP Investment Advisors, Inc. History No change 223 16 0.0% 0.0% 278 0 0.0% Q2 2026 Jul 17, 2026
Cape Investment Advisory, Inc. History No change 215 16 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 23, 2026
JDM Financial Group LLC History No change 213 15 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 17, 2026
Caldwell Trust Co History No change 195 14 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 03, 2026
AdvisorNet Financial, Inc History No change 182 13 0.0% 0.0% 282 0 0.0% Q2 2026 Jul 23, 2026
Independence Bank of Kentucky History No change 132 9 0.0% 0.0% 283 0 0.0% Q2 2026 Jul 13, 2026
Asset Dedication, LLC History No change 95 7 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 30, 2026
FINANCIAL CONSULATE, INC History No change 103 7 0.0% 0.0% 285 0 0.0% Q2 2026 Jul 23, 2026
Arax Advisory Partners History No change 85 6 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History No change 72 5 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 75 5 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 20, 2026
CGC Financial Services, LLC History No change 68 5 0.0% 0.0% 289 0 0.0% Q2 2026 Jul 13, 2026
DiNuzzo Private Wealth, Inc. History No change 74 5 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 10, 2026
Avion Wealth History No change 58 4 0.0% 0.0% 291 0 0.0% Q2 2026 Jul 31, 2026
VANGUARD ADVISERS INC History No change 44 3 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History No change 48 3 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 22, 2026
Russell Investments Group, Ltd. History No change 32 2 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 06, 2026
TSFG, LLC History No change 21 2 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 23, 2026
Tower Research Capital LLC (TRC) History No change 21 1 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 11, 2026
Spectrum Wealth Advisory Group, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
DHJJ Financial Advisors, Ltd. History No change 5 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026