J.P. Morgan Exchange-Traded Fund Trust - JIVE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 2,954,962 | 253,061 | 0.07% | 0.04% | 1 | +1,230,351 | 71.34% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,577,741 | 135,117 | 0.04% | 0.04% | 2 | +104,995 | 7.13% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,537,645 | 131,683 | 2.04% | 1.87% | 3 | +128,053 | 9.08% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,165,983 | 99,854 | 0.01% | 0.0% | 4 | +1,115,227 | 2197.23% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 882,916 | 75,612 | 0.11% | 0.08% | 5 | +159,400 | 22.03% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 819,810 | 70,208 | 0.02% | 0.01% | 6 | +388,577 | 90.11% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 536,470 | 45,943 | 0.11% | 0.08% | 7 | +120,721 | 29.04% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Added to | 510,101 | 43,684 | 0.05% | 0.02% | 8 | +274,160 | 116.2% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 496,324 | 42,505 | 0.13% | 0.12% | 9 | -9,170 | -1.81% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 477,108 | 40,860 | 0.01% | 0.0% | 10 | +130,621 | 37.7% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 381,570 | 31,711 | 0.02% | 0.0% | 11 | +296,065 | 346.25% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 314,212 | 26,909 | 0.07% | 0.01% | 12 | +246,569 | 364.52% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 313,692 | 26,864 | 0.13% | 0.06% | 13 | +148,104 | 89.44% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 306,419 | 26,242 | 0.07% | 0.03% | 14 | +148,760 | 94.36% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 240,522 | 20,598 | 0.03% | 0.01% | 15 | +109,103 | 83.02% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 234,159 | 20,053 | 0.22% | 0.21% | 16 | +40,048 | 20.63% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 200,179 | 17,143 | 0.01% | 0.0% | 17 | +199,924 | 78401.57% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 206,061 | 17,134 | 0.0% | 0.0% | 18 | +79,440 | 62.74% | Q1 2026 | May 13, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 185,180 | 15,858 | 2.14% | 1.59% | 19 | +38,586 | 26.32% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 171,536 | 14,690 | 0.0% | 0.0% | 20 | -33,986 | -16.54% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 144,523 | 12,376 | 0.47% | 0.41% | 21 | -9,485 | -6.16% | Q1 2026 | Apr 21, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 144,432 | 12,369 | 4.32% | 3.38% | 22 | +28,269 | 24.34% | Q1 2026 | Apr 21, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 144,251 | 12,353 | 0.84% | 0.73% | 23 | -1,711 | -1.17% | Q1 2026 | May 21, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 138,476 | 11,858 | 0.89% | 0.83% | 24 | -834 | -0.6% | Q1 2026 | May 04, 2026 |
| Aspire Capital Advisors LLC | History | New | 131,769 | 11,284 | 2.54% | — | 25 | +131,769 | New | Q1 2026 | Apr 22, 2026 |
| ASSETMARK, INC | History | Added to | 129,003 | 11,047 | 0.02% | 0.02% | 26 | +7,312 | 6.01% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 128,846 | 11,034 | 0.04% | 0.01% | 27 | +110,738 | 611.54% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 112,407 | 9,626 | 0.48% | 0.45% | 28 | +3,900 | 3.59% | Q1 2026 | Apr 23, 2026 |
| Modus Advisors, LLC | History | Added to | 107,248 | 9,184 | 2.53% | 1.4% | 29 | +41,044 | 62.0% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | New | 102,401 | 8,851 | 0.03% | — | 30 | +102,401 | New | Q1 2026 | May 12, 2026 |
| Archer Investment Corp | History | Added to | 98,311 | 8,419 | 1.79% | 1.05% | 31 | +40,418 | 69.82% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 88,230 | 7,555 | 0.0% | 0.0% | 32 | +79,642 | 927.36% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 87,501 | 7,493 | 0.19% | 0.09% | 33 | +41,177 | 88.89% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 87,179 | 7,187 | 0.05% | 0.01% | 34 | +74,581 | 592.01% | Q1 2026 | May 15, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | New | 83,777 | 7,174 | 0.03% | — | 35 | +83,777 | New | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | Reduced | 88,124 | 7,074 | 0.7% | 0.67% | 36 | -431 | -0.49% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 74,257 | 6,359 | 0.01% | 0.0% | 37 | +62,336 | 522.91% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 72,031 | 6,168 | 0.01% | 0.01% | 38 | -28,854 | -28.6% | Q1 2026 | May 12, 2026 |
| Wayfinding Financial, LLC | History | Added to | 70,988 | 6,079 | 2.64% | 2.37% | 39 | +1,281 | 1.84% | Q1 2026 | May 12, 2026 |
| Plan Group Financial, LLC | History | Added to | 70,433 | 6,031 | 1.41% | 0.8% | 40 | +32,205 | 84.24% | Q1 2026 | Apr 13, 2026 |
| PFG Advisors | History | Added to | 69,778 | 5,975 | 0.29% | 0.1% | 41 | +44,638 | 177.56% | Q1 2026 | May 05, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 66,359 | 5,682 | 0.3% | 0.03% | 42 | +60,039 | 949.98% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 66,248 | 5,673 | 1.21% | — | 43 | +66,248 | New | Q1 2026 | Apr 15, 2026 |
| Saxony Capital Management, LLC | History | Added to | 64,888 | 5,556 | 3.22% | 2.51% | 44 | +13,881 | 27.21% | Q1 2026 | Apr 24, 2026 |
| TKG Advisors, LLC | History | Added to | 63,698 | 5,455 | 2.26% | 1.22% | 45 | +26,155 | 69.67% | Q1 2026 | Apr 24, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 63,524 | 5,440 | 0.72% | 0.51% | 46 | +17,429 | 37.81% | Q1 2026 | Apr 28, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | New | 60,947 | 5,219 | 0.69% | — | 47 | +60,947 | New | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 60,725 | 5,200 | 0.08% | 0.16% | 48 | -26,338 | -30.25% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 55,493 | 4,752 | 0.0% | — | 49 | +55,493 | New | Q1 2026 | May 13, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 54,621 | 4,677 | 2.56% | 2.98% | 50 | -13,954 | -20.35% | Q1 2026 | Apr 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 53,949 | 4,620 | 0.13% | 0.07% | 51 | +20,289 | 60.28% | Q1 2026 | Apr 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 51,870 | 4,442 | 0.08% | 0.3% | 52 | -152,052 | -74.56% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,749 | 3,917 | 0.02% | 0.0% | 53 | +39,490 | 630.93% | Q1 2026 | May 08, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 48,557 | 3,898 | 0.18% | 0.18% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 45,045 | 3,857 | 0.23% | — | 55 | +45,045 | New | Q1 2026 | Apr 13, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 47,985 | 3,852 | 2.3% | 2.3% | 56 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 44,382 | 3,822 | 0.01% | 0.0% | 57 | +18,139 | 69.12% | Q1 2026 | Apr 08, 2026 |
| G&S Capital LLC | History | Added to | 44,066 | 3,773 | 1.33% | 0.73% | 58 | +18,358 | 71.41% | Q1 2026 | Apr 07, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 43,072 | 3,688 | 1.7% | — | 59 | +43,072 | New | Q1 2026 | Apr 22, 2026 |
| Base Wealth Management LLC | History | New | 42,905 | 3,674 | 2.06% | — | 60 | +42,905 | New | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | New | 42,408 | 3,631 | 0.01% | — | 61 | +42,408 | New | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 41,346 | 3,541 | 0.0% | 0.0% | 62 | +25,684 | 163.99% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 41,027 | 3,513 | 0.08% | 0.06% | 63 | +10,139 | 32.83% | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Added to | 40,948 | 3,506 | 0.87% | 0.28% | 64 | +26,586 | 185.11% | Q1 2026 | May 14, 2026 |
| OBSIDIAN CIO, LLC | History | Added to | 40,083 | 3,432 | 3.08% | 3.95% | 65 | +6,844 | 20.59% | Q1 2026 | May 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 37,516 | 3,212 | 2.22% | 1.44% | 66 | +10,318 | 37.94% | Q1 2026 | Apr 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 37,161 | 3,182 | 0.08% | 0.04% | 67 | +19,071 | 105.42% | Q1 2026 | Apr 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 36,265 | 3,105 | 0.03% | 0.03% | 68 | +5,420 | 17.57% | Q1 2026 | May 12, 2026 |
| A4 Wealth Advisors LLC | History | New | 34,435 | 2,949 | 2.41% | — | 69 | +34,435 | New | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 34,255 | 2,934 | 0.02% | 0.02% | 70 | +1,082 | 3.26% | Q1 2026 | Apr 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 33,393 | 2,859 | 0.14% | — | 71 | +33,393 | New | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 33,288 | 2,850 | 0.06% | 0.04% | 72 | +7,925 | 31.25% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 30,741 | 2,632 | 0.0% | 0.0% | 73 | +21,688 | 239.57% | Q1 2026 | May 12, 2026 |
| Emerald Advisors, LLC | History | Added to | 30,652 | 2,625 | 0.33% | 0.16% | 74 | +15,664 | 104.51% | Q1 2026 | Apr 23, 2026 |
| Delta Investment Management, LLC | History | New | 30,086 | 2,576 | 0.46% | — | 75 | +30,086 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 28,705 | 2,458 | 0.07% | 0.07% | 76 | -1,652 | -5.44% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 26,265 | 2,249 | 0.0% | 0.0% | 77 | +20,990 | 397.91% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 25,792 | 2,208 | 0.02% | — | 78 | +25,792 | New | Q1 2026 | Apr 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 25,771 | 2,207 | 0.05% | 0.04% | 79 | +6,504 | 33.76% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,476 | 2,181 | 0.0% | 0.0% | 80 | +185 | 0.73% | Q1 2026 | Apr 27, 2026 |
| TruWealth Advisors, LLC | History | New | 25,445 | 2,179 | 0.1% | — | 81 | +25,445 | New | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 23,390 | 2,003 | 0.07% | 0.09% | 82 | -8,548 | -26.76% | Q1 2026 | Apr 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 21,898 | 1,875 | 0.02% | 0.01% | 83 | +15,619 | 248.75% | Q1 2026 | May 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 20,578 | 1,762 | 0.1% | — | 84 | +20,578 | New | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 19,650 | 1,682 | 0.06% | — | 85 | +19,650 | New | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 18,864 | 1,615 | 0.06% | 0.06% | 86 | +12,167 | 181.68% | Q1 2026 | May 15, 2026 |
| Kaizen Financial Strategies | History | New | 16,992 | 1,537 | 0.65% | — | 87 | +16,992 | New | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Added to | 17,509 | 1,499 | 0.01% | 0.01% | 88 | +4,075 | 30.33% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 17,231 | 1,475 | 0.09% | 0.03% | 89 | +10,999 | 176.49% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | New | 17,148 | 1,468 | 0.03% | — | 90 | +17,148 | New | Q1 2026 | Apr 17, 2026 |
| Arkadios Wealth Advisors | History | New | 16,758 | 1,435 | 0.02% | — | 91 | +16,758 | New | Q1 2026 | May 18, 2026 |
| NewEdge Wealth, LLC | History | New | 15,189 | 1,300 | 0.02% | — | 92 | +15,189 | New | Q1 2026 | May 13, 2026 |
| Evernest Financial Advisors, LLC | History | New | 13,910 | 1,240 | 0.26% | — | 93 | +13,910 | New | Q1 2026 | May 04, 2026 |
| Mirador Capital Partners LP | History | Added to | 12,891 | 1,103 | 0.16% | 0.11% | 94 | +2,521 | 24.31% | Q1 2026 | Apr 08, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 11,947 | 1,023 | 0.14% | 0.08% | 95 | +4,981 | 71.5% | Q1 2026 | Apr 08, 2026 |
| BigSur Wealth Management LLC | History | No change | 11,250 | 963 | 0.27% | 0.22% | 96 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ERn Financial, LLC | History | New | 10,138 | 868 | 0.16% | — | 97 | +10,138 | New | Q1 2026 | Apr 24, 2026 |
| Visionary Wealth Advisors | History | Added to | 9,231 | 790 | 0.03% | 0.03% | 98 | +783 | 9.27% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 8,801 | 753 | 0.03% | 0.03% | 99 | +165 | 1.91% | Q1 2026 | Apr 20, 2026 |
| NCM Capital Management, LLC | History | Added to | 8,725 | 747 | 0.27% | 0.17% | 100 | +3,025 | 53.07% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,228 | 704 | 0.01% | 0.02% | 101 | -19,530 | -70.36% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 8,218 | 703 | 0.02% | 0.02% | 102 | +924 | 12.67% | Q1 2026 | Apr 13, 2026 |
| Savant Capital, LLC | History | Reduced | 7,807 | 668 | 0.0% | 0.0% | 103 | -156 | -1.96% | Q1 2026 | May 04, 2026 |
| SMITH, MOORE & CO. | History | New | 7,067 | 605 | 0.04% | — | 104 | +7,067 | New | Q1 2026 | May 05, 2026 |
| Advisory Alpha, LLC | History | New | 6,835 | 585 | 0.02% | — | 105 | +6,835 | New | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 6,742 | 577 | 0.0% | — | 106 | +6,742 | New | Q1 2026 | May 05, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 6,720 | 575 | 0.03% | 0.03% | 107 | +500 | 8.04% | Q1 2026 | May 11, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | New | 6,704 | 574 | 0.39% | — | 108 | +6,704 | New | Q1 2026 | May 07, 2026 |
| Claro Advisors Inc. | History | Added to | 6,345 | 543 | 0.07% | 0.05% | 109 | +2,041 | 47.42% | Q1 2026 | Apr 21, 2026 |
| Perennial Investment Advisors, LLC | History | New | 6,088 | 521 | 0.04% | — | 110 | +6,088 | New | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | New | 5,872 | 502 | 0.04% | — | 111 | +5,872 | New | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,828 | 499 | 0.0% | — | 112 | +5,828 | New | Q1 2026 | May 01, 2026 |
| Breakwater Investment Management | History | Added to | 5,730 | 490 | 0.18% | 0.16% | 113 | +337 | 6.25% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | New | 5,650 | 483 | 0.0% | — | 114 | +5,650 | New | Q1 2026 | May 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | New | 5,612 | 480 | 0.16% | — | 115 | +5,612 | New | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | Added to | 5,254 | 449 | 0.02% | 0.01% | 116 | +671 | 14.64% | Q1 2026 | May 15, 2026 |
| UNIQUE WEALTH, LLC | History | New | 5,188 | 444 | 0.06% | — | 117 | +5,188 | New | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 5,496 | 441 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | New | 4,953 | 424 | 0.01% | — | 119 | +4,953 | New | Q1 2026 | May 12, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 4,820 | 412 | 0.74% | 0.66% | 120 | +512 | 11.88% | Q1 2026 | Apr 14, 2026 |
| Lewis Asset Management, LLC | History | New | 4,596 | 393 | 0.16% | — | 121 | +4,596 | New | Q1 2026 | Apr 21, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 4,558 | 390 | 0.05% | 0.04% | 122 | +65 | 1.45% | Q1 2026 | Apr 13, 2026 |
| Prospect Financial Services LLC | History | Added to | 4,486 | 384 | 0.23% | 0.18% | 123 | +491 | 12.29% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Added to | 4,306 | 368 | 0.01% | 0.0% | 124 | +3,291 | 324.24% | Q1 2026 | May 14, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | New | 4,252 | 364 | 0.3% | — | 125 | +4,252 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 4,177 | 357 | 0.0% | — | 127 | +4,177 | New | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,174 | 357 | 0.0% | 0.0% | 126 | +318 | 8.25% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | New | 4,076 | 349 | 0.0% | — | 128 | +4,076 | New | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,067 | 348 | 0.01% | 0.01% | 129 | -86 | -2.07% | Q1 2026 | Apr 21, 2026 |
| Murphy & Mullick Capital Management Corp | History | New | 3,975 | 340 | 0.25% | — | 130 | +3,975 | New | Q1 2026 | Apr 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,961 | 339 | 0.04% | 0.03% | 131 | +666 | 20.21% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 3,535 | 302 | 0.01% | 0.01% | 132 | +605 | 20.65% | Q1 2026 | Apr 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 3,504 | 300 | 0.01% | — | 133 | +3,504 | New | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | New | 3,408 | 291 | 0.0% | — | 134 | +3,408 | New | Q1 2026 | Apr 14, 2026 |
| Elevation Wealth Management LLC | History | Added to | 3,354 | 287 | 0.26% | 0.24% | 135 | +185 | 5.84% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,333 | 285 | 0.03% | 0.02% | 136 | +568 | 20.54% | Q1 2026 | Apr 30, 2026 |
| Traynor Capital Management, Inc. | History | New | 3,173 | 263 | 0.02% | — | 137 | +3,173 | New | Q1 2026 | May 14, 2026 |
| EdgeRock Capital LLC | History | New | 3,065 | 262 | 0.07% | — | 138 | +3,065 | New | Q1 2026 | Apr 16, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,846 | 243 | 0.01% | 0.01% | 139 | +5 | 0.18% | Q1 2026 | May 08, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 2,820 | 241 | 0.06% | 0.05% | 140 | +131 | 4.87% | Q1 2026 | Apr 23, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | New | 2,604 | 223 | 0.05% | — | 141 | +2,604 | New | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | New | 2,556 | 218 | 0.01% | — | 142 | +2,556 | New | Q1 2026 | Apr 24, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 2,383 | 204 | 0.12% | 0.14% | 143 | -654 | -21.53% | Q1 2026 | Apr 21, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | New | 2,356 | 201 | 0.07% | — | 144 | +2,356 | New | Q1 2026 | Apr 09, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | New | 2,352 | 201 | 0.16% | — | 145 | +2,352 | New | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | Added to | 2,283 | 195 | 0.01% | 0.01% | 146 | +389 | 20.54% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,996 | 170 | 0.01% | 0.01% | 147 | +116 | 6.17% | Q1 2026 | Apr 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,817 | 155 | 0.1% | 0.05% | 148 | +71 | 4.07% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,839 | 147 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 1,511 | 129 | 0.03% | 0.03% | 150 | +169 | 12.59% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | New | 1,448 | 123 | 0.0% | — | 151 | +1,448 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 1,399 | 119 | 0.0% | 0.0% | 152 | +1,325 | 1790.54% | Q1 2026 | Apr 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,287 | 110 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SHP Wealth Management | History | Added to | 1,132 | 96 | 0.01% | 0.01% | 154 | +20 | 1.8% | Q1 2026 | May 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,061 | 90 | 0.01% | 0.01% | 155 | +85 | 8.71% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 1,047 | 89 | 0.0% | 0.0% | 156 | -115 | -9.9% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | New | 880 | 75 | 0.01% | — | 157 | +880 | New | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 789 | 68 | 0.0% | 0.06% | 159 | -63,423 | -98.77% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,038 | 68 | 0.0% | 0.0% | 158 | -559 | -15.54% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 747 | 64 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tripletail Wealth Management, LLC | History | New | 669 | 57 | 0.08% | — | 162 | +669 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 667 | 57 | 0.0% | 0.0% | 161 | +55 | 8.99% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 620 | 53 | 0.01% | 0.02% | 163 | -667 | -51.83% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | New | 593 | 50 | 0.03% | — | 164 | +593 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 465 | 39 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | New | 417 | 35 | 0.0% | — | 166 | +417 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 406 | 34 | 0.0% | 0.0% | 167 | -433 | -51.61% | Q1 2026 | May 13, 2026 |
| Clarity Asset Management, Inc. | History | No change | 357 | 30 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 234 | 20 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 223 | 19 | 0.0% | 0.0% | 170 | -243 | -52.15% | Q1 2026 | May 11, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 196 | 16 | 0.0% | 0.0% | 171 | +104 | 113.04% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 179 | 15 | 0.0% | 0.0% | 172 | +8 | 4.68% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 151 | 12 | 0.0% | 0.0% | 173 | -509 | -77.12% | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 143 | 12 | 0.0% | — | 174 | +143 | New | Q1 2026 | May 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 140 | 11 | 0.0% | — | 175 | +140 | New | Q1 2026 | Apr 10, 2026 |
| Cornerstone Planning Group LLC | History | New | 102 | 9 | 0.0% | — | 176 | +102 | New | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | No change | 100 | 8 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 75 | 6 | 0.0% | — | 178 | +75 | New | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | No change | 65 | 5 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 48 | 4 | 0.0% | 0.0% | 180 | +31 | 182.35% | Q1 2026 | May 14, 2026 |
| Lummis Asset Management, LP | History | No change | 42 | 3 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | New | 34 | 2 | 0.0% | — | 183 | +34 | New | Q1 2026 | Apr 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | New | 23 | 1 | 0.0% | — | 185 | +23 | New | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 23 | 1 | 0.0% | — | 187 | +23 | New | Q1 2026 | May 19, 2026 |
| Russell Investments Group, Ltd. | History | New | 17 | 1 | 0.0% | — | 186 | +17 | New | Q1 2026 | May 08, 2026 |
| Motiv8 Investments LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Closed out | 0 | 0 | — | 2.72% | — | -118,000 | -100.0% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -63,366 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.24% | — | -3,841 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,053 | -100.0% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,000 | -100.0% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |