J.P. Morgan Exchange-Traded Fund Trust - JIVE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,724,611 | 138,449 | 0.04% | 0.03% | 1 | +295,833 | 20.71% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,472,746 | 118,229 | 0.04% | 0.03% | 2 | +39,373 | 2.75% | Q4 2025 | Feb 10, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,409,592 | 113,159 | 1.87% | 1.8% | 3 | +57,349 | 4.24% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 723,516 | 58,083 | 0.08% | 0.05% | 4 | +234,583 | 47.98% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | New | 505,494 | 40,580 | 0.12% | — | 5 | +505,494 | New | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 431,233 | 34,618 | 0.01% | 0.01% | 6 | -4,684 | -1.07% | Q4 2025 | Feb 18, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 415,749 | 33,376 | 0.08% | 0.07% | 7 | +2,824 | 0.68% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 346,487 | 27,816 | 0.0% | — | 8 | +346,487 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 235,941 | 18,940 | 0.02% | 0.01% | 9 | +71,320 | 43.32% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 205,522 | 16,498 | 0.0% | — | 10 | +205,522 | New | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 203,922 | 16,370 | 0.3% | 0.28% | 11 | +11,300 | 5.87% | Q4 2025 | Jan 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 194,111 | 15,582 | 0.21% | 0.25% | 12 | +17,138 | 9.68% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 165,588 | 13,293 | 0.06% | 0.0% | 13 | +155,015 | 1466.14% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 157,659 | 12,657 | 0.03% | 0.03% | 14 | +27,872 | 21.48% | Q4 2025 | Feb 05, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 154,008 | 12,363 | 0.41% | 0.36% | 15 | +24,264 | 18.7% | Q4 2025 | Jan 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 146,594 | 11,768 | 1.59% | 1.58% | 16 | +3,321 | 2.32% | Q4 2025 | Jan 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 145,962 | 11,717 | 0.73% | 0.78% | 17 | +2,990 | 2.09% | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 139,310 | 11,183 | 0.83% | 0.14% | 18 | +118,310 | 563.38% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 131,419 | 10,550 | 0.01% | 0.01% | 19 | +75,648 | 135.64% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 126,621 | 10,165 | 0.0% | 0.0% | 20 | +12,894 | 11.34% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 121,691 | 9,769 | 0.02% | 0.02% | 21 | +17,685 | 17.0% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 118,000 | 9,472 | 2.72% | 2.53% | 22 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 116,163 | 9,325 | 3.38% | 3.11% | 23 | +7,827 | 7.22% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 108,507 | 8,710 | 0.45% | 0.42% | 24 | +6,794 | 6.68% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 100,885 | 8,098 | 0.01% | 0.01% | 25 | +28,239 | 38.87% | Q4 2025 | Feb 13, 2026 |
| KWB Wealth | History | New | 88,555 | 7,109 | 0.67% | — | 26 | +88,555 | New | Q4 2025 | Jan 12, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 87,063 | 6,989 | 0.16% | 0.1% | 27 | +17,569 | 25.28% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 85,505 | 6,864 | 0.0% | 0.0% | 28 | +78,424 | 1107.53% | Q4 2025 | Feb 17, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 69,707 | 5,595 | 2.37% | 2.26% | 29 | -32 | -0.05% | Q4 2025 | Feb 12, 2026 |
| WESPAC Advisors, LLC | History | Added to | 68,575 | 5,505 | 2.98% | 1.95% | 30 | +24,339 | 55.02% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 67,643 | 5,430 | 0.01% | 0.01% | 31 | +20,283 | 42.83% | Q4 2025 | Feb 13, 2026 |
| Modus Advisors, LLC | History | New | 66,204 | 5,314 | 1.4% | — | 32 | +66,204 | New | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 64,212 | 5,154 | 0.06% | 0.0% | 33 | +63,676 | 11879.85% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 63,366 | 5,087 | 0.17% | 0.03% | 34 | +54,295 | 598.56% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | New | 57,893 | 4,647 | 1.05% | — | 35 | +57,893 | New | Q4 2025 | Jan 30, 2026 |
| Saxony Capital Management, LLC | History | Added to | 51,007 | 4,094 | 2.51% | 0.16% | 36 | +47,786 | 1483.58% | Q4 2025 | Jan 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 50,756 | 4,074 | 0.0% | 0.0% | 37 | +35,088 | 223.95% | Q4 2025 | Feb 17, 2026 |
| Pine Valley Investments Ltd Liability Co | History | New | 48,557 | 3,898 | 0.18% | — | 38 | +48,557 | New | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 46,324 | 3,718 | 0.09% | 0.03% | 39 | +33,351 | 257.08% | Q4 2025 | Feb 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 46,095 | 3,700 | 0.51% | 0.39% | 40 | +13,740 | 42.47% | Q4 2025 | Jan 21, 2026 |
| Plan Group Financial, LLC | History | Added to | 38,228 | 3,068 | 0.8% | 0.53% | 41 | +12,170 | 46.7% | Q4 2025 | Feb 03, 2026 |
| TKG Advisors, LLC | History | New | 37,543 | 3,013 | 1.22% | — | 42 | +37,543 | New | Q4 2025 | Jan 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 33,660 | 2,702 | 0.07% | — | 43 | +33,660 | New | Q4 2025 | Feb 02, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 33,239 | 2,668 | 3.95% | 4.94% | 44 | -466,417 | -93.35% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 33,173 | 2,663 | 0.02% | 0.02% | 45 | +1,837 | 5.86% | Q4 2025 | Jan 05, 2026 |
| Focus Financial Network, Inc. | History | Added to | 31,938 | 2,563 | 0.09% | 0.03% | 46 | +20,539 | 180.18% | Q4 2025 | Jan 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 30,888 | 2,479 | 0.06% | 0.03% | 47 | +15,741 | 103.92% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 30,845 | 2,476 | 0.03% | 0.02% | 48 | +3,700 | 13.63% | Q4 2025 | Feb 02, 2026 |
| Sigma Planning Corp | History | Added to | 30,357 | 2,436 | 0.07% | 0.06% | 49 | +1,488 | 5.15% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 27,758 | 2,228 | 0.02% | 0.0% | 50 | +20,650 | 290.52% | Q4 2025 | Feb 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 27,198 | 2,183 | 1.44% | 1.12% | 51 | +5,564 | 25.72% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 26,243 | 2,152 | 0.0% | 0.0% | 52 | +11,957 | 83.7% | Q4 2025 | Jan 08, 2026 |
| G&S Capital LLC | History | New | 25,708 | 2,063 | 0.73% | — | 53 | +25,708 | New | Q4 2025 | Jan 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 25,363 | 2,036 | 0.04% | 0.05% | 54 | -1,678 | -6.21% | Q4 2025 | Feb 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,291 | 2,030 | 0.0% | 0.0% | 55 | +430 | 1.73% | Q4 2025 | Feb 02, 2026 |
| PFG Advisors | History | New | 25,140 | 2,018 | 0.1% | — | 56 | +25,140 | New | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 19,267 | 1,546 | 0.04% | 0.0% | 57 | +18,871 | 4765.4% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,108 | 1,453 | 0.01% | 0.0% | 58 | +8,969 | 98.14% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 18,090 | 1,452 | 0.04% | — | 59 | +18,090 | New | Q4 2025 | Jan 23, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 15,662 | 1,257 | 0.0% | — | 60 | +15,662 | New | Q4 2025 | Feb 10, 2026 |
| Emerald Advisors, LLC | History | New | 14,988 | 1,203 | 0.16% | — | 61 | +14,988 | New | Q4 2025 | Jan 27, 2026 |
| Nikulski Financial, Inc. | History | New | 14,362 | 1,152 | 0.28% | — | 62 | +14,362 | New | Q4 2025 | Jan 15, 2026 |
| &PARTNERS | History | New | 13,434 | 1,078 | 0.01% | — | 63 | +13,434 | New | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 12,598 | 1,011 | 0.01% | 0.0% | 64 | +5,854 | 86.8% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | New | 11,921 | 957 | 0.0% | — | 65 | +11,921 | New | Q4 2025 | Feb 06, 2026 |
| BigSur Wealth Management LLC | History | No change | 11,250 | 903 | 0.22% | 0.21% | 66 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mirador Capital Partners LP | History | Added to | 10,370 | 832 | 0.11% | 0.03% | 67 | +7,239 | 231.2% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,053 | 726 | 0.0% | 0.0% | 68 | -60,086 | -86.91% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,636 | 693 | 0.03% | 0.03% | 69 | -120 | -1.37% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,588 | 689 | 0.0% | 0.0% | 70 | -11,950 | -58.18% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 8,448 | 678 | 0.03% | 0.03% | 71 | -173 | -2.01% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 7,963 | 639 | 0.0% | 0.0% | 72 | -736 | -8.46% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 7,294 | 585 | 0.02% | 0.01% | 73 | -446 | -5.76% | Q4 2025 | Jan 07, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 6,966 | 559 | 0.08% | — | 74 | +6,966 | New | Q4 2025 | Jan 21, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 6,697 | 537 | 0.06% | 0.06% | 75 | +760 | 12.8% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | New | 6,320 | 507 | 0.03% | — | 76 | +6,320 | New | Q4 2025 | Mar 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 6,279 | 504 | 0.01% | — | 77 | +6,279 | New | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 6,259 | 502 | 0.0% | — | 78 | +6,259 | New | Q4 2025 | Feb 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 6,232 | 500 | 0.03% | — | 79 | +6,232 | New | Q4 2025 | Feb 10, 2026 |
| Aprio Wealth Management, LLC | History | New | 6,220 | 499 | 0.03% | — | 80 | +6,220 | New | Q4 2025 | Jan 29, 2026 |
| NCM Capital Management, LLC | History | New | 5,700 | 457 | 0.17% | — | 81 | +5,700 | New | Q4 2025 | Mar 02, 2026 |
| COMERICA BANK | History | Reduced | 5,496 | 441 | 0.0% | 0.0% | 82 | -358 | -6.12% | Q4 2025 | Jan 29, 2026 |
| Breakwater Investment Management | History | Added to | 5,393 | 432 | 0.16% | 0.11% | 83 | +1,564 | 40.85% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 5,275 | 423 | 0.0% | 0.0% | 84 | +189 | 3.72% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Added to | 4,583 | 367 | 0.01% | 0.01% | 85 | +581 | 14.52% | Q4 2025 | Jan 20, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 4,493 | 360 | 0.04% | 0.04% | 86 | +655 | 17.07% | Q4 2025 | Jan 07, 2026 |
| Claro Advisors Inc. | History | New | 4,304 | 345 | 0.05% | — | 87 | +4,304 | New | Q4 2025 | Feb 17, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 4,308 | 345 | 0.66% | 0.41% | 88 | -63 | -1.44% | Q4 2025 | Jan 21, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 4,153 | 333 | 0.01% | 0.01% | 89 | -314 | -7.03% | Q4 2025 | Feb 12, 2026 |
| Prospect Financial Services LLC | History | New | 3,995 | 320 | 0.18% | — | 90 | +3,995 | New | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,856 | 309 | 0.0% | 0.0% | 91 | -183 | -4.53% | Q4 2025 | Feb 13, 2026 |
| Clear Point Advisors Inc. | History | New | 3,841 | 308 | 0.24% | — | 92 | +3,841 | New | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | New | 3,597 | 288 | 0.0% | — | 93 | +3,597 | New | Q4 2025 | Feb 18, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 3,295 | 264 | 0.03% | 0.03% | 94 | -553 | -14.37% | Q4 2025 | Feb 13, 2026 |
| Elevation Wealth Management LLC | History | New | 3,169 | 254 | 0.24% | — | 95 | +3,169 | New | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | Reduced | 3,053 | 245 | 0.01% | 0.47% | 96 | -160,947 | -98.14% | Q4 2025 | Feb 13, 2026 |
| Echo Wealth Management, LLC | History | New | 3,037 | 243 | 0.14% | — | 97 | +3,037 | New | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | Added to | 2,930 | 235 | 0.01% | 0.0% | 98 | +745 | 34.1% | Q4 2025 | Feb 06, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 2,841 | 228 | 0.01% | 0.01% | 99 | -242 | -7.85% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,765 | 221 | 0.02% | 0.02% | 100 | -13 | -0.47% | Q4 2025 | Jan 26, 2026 |
| 3Chopt Investment Partners, LLC | History | Added to | 2,689 | 215 | 0.05% | 0.04% | 101 | +181 | 7.22% | Q4 2025 | Feb 10, 2026 |
| GeoWealth Management, LLC | History | Reduced | 1,894 | 152 | 0.01% | 0.01% | 102 | -23 | -1.2% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,880 | 150 | 0.01% | 0.01% | 103 | +148 | 8.55% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,839 | 147 | 0.0% | 0.0% | 104 | -62 | -3.26% | Q4 2025 | Feb 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,746 | 140 | 0.05% | 0.07% | 105 | +315 | 22.01% | Q4 2025 | Jan 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 1,342 | 107 | 0.03% | 0.04% | 106 | -77 | -5.43% | Q4 2025 | Feb 09, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,287 | 103 | 0.02% | — | 108 | +1,287 | New | Q4 2025 | Feb 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,287 | 103 | 0.0% | 0.0% | 107 | +1 | 0.08% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 1,162 | 93 | 0.0% | 0.0% | 109 | +855 | 278.5% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 1,112 | 89 | 0.01% | — | 110 | +1,112 | New | Q4 2025 | Mar 04, 2026 |
| Capital Analysts, LLC | History | New | 1,015 | 81 | 0.0% | — | 111 | +1,015 | New | Q4 2025 | Feb 11, 2026 |
| Caitlin John, LLC | History | New | 1,000 | 80 | 0.05% | — | 112 | +1,000 | New | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 976 | 78 | 0.01% | 0.0% | 113 | +163 | 20.05% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 839 | 67 | 0.0% | 0.0% | 114 | +791 | 1647.92% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | Added to | 747 | 59 | 0.0% | 0.0% | 115 | +123 | 19.71% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | New | 660 | 52 | 0.0% | — | 116 | +660 | New | Q4 2025 | Mar 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 612 | 49 | 0.0% | 0.0% | 117 | +420 | 218.75% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 466 | 37 | 0.0% | — | 118 | +466 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | No change | 465 | 37 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clarity Asset Management, Inc. | History | New | 357 | 28 | 0.02% | — | 120 | +357 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 255 | 20 | 0.0% | — | 121 | +255 | New | Q4 2025 | Feb 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 234 | 18 | 0.0% | — | 122 | +234 | New | Q4 2025 | Feb 09, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 171 | 13 | 0.0% | 0.0% | 123 | -22 | -11.4% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 138 | 11 | 0.0% | — | 124 | +138 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 100 | 8 | 0.0% | — | 125 | +100 | New | Q4 2025 | Feb 12, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 92 | 7 | 0.0% | — | 126 | +92 | New | Q4 2025 | Feb 02, 2026 |
| Arax Advisory Partners | History | New | 65 | 5 | 0.0% | — | 128 | +65 | New | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 60 | 5 | 0.0% | — | 127 | +60 | New | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | Added to | 74 | 5 | 0.0% | 0.0% | 130 | +2 | 2.78% | Q4 2025 | Jan 14, 2026 |
| AlphaCore Capital LLC | History | No change | 65 | 5 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Lummis Asset Management, LP | History | New | 42 | 3 | 0.0% | — | 131 | +42 | New | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | New | 32 | 2 | 0.0% | — | 132 | +32 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | New | 17 | 1 | 0.0% | — | 133 | +17 | New | Q4 2025 | Jan 26, 2026 |
| Motiv8 Investments LLC | History | New | 8 | 1 | 0.0% | — | 134 | +8 | New | Q4 2025 | Feb 13, 2026 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.84% | — | -69,665 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -18,789 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -520 | -100.0% | Q3 2025 | Nov 18, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |