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 | No change | 4,892,554 | 449,891 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,612,993 | 240,275 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RiverFront Investment Group, LLC | History | No change | 2,410,748 | 221,678 | 2.93% | 2.93% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,631,463 | 150,020 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,312,600 | 120,698 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,010,651 | 92,928 | 0.11% | 0.11% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 778,421 | 71,264 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 751,691 | 69,121 | 0.14% | 0.14% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 736,762 | 67,748 | 0.13% | 0.13% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 666,422 | 61,280 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 636,925 | 58,568 | 0.27% | 0.27% | 11 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | No change | 578,611 | 53,205 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 509,077 | 46,812 | 0.11% | 0.11% | 13 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 315,799 | 29,039 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 290,616 | 26,723 | 4.38% | 4.38% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 270,228 | 24,848 | 1.16% | 1.16% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cooper Financial Group | History | No change | 253,083 | 23,272 | 1.93% | 1.93% | 17 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 253,072 | 23,208 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 234,138 | 21,529 | 0.2% | 0.2% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 221,227 | 20,343 | 0.84% | 0.84% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 210,487 | 19,355 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 208,216 | 19,146 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 192,301 | 17,682 | 2.09% | 2.09% | 23 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Lido Advisors, LLC | History | No change | 172,098 | 15,825 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 169,449 | 15,581 | 0.62% | 0.62% | 25 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Aspire Capital Advisors LLC | History | No change | 168,752 | 15,517 | 3.02% | 3.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pallas Capital Advisors LLC | History | No change | 153,994 | 14,160 | 0.44% | 0.44% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 153,298 | 14,096 | 4.14% | 4.14% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 148,795 | 13,682 | 0.74% | 0.74% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 143,330 | 13,179 | 0.88% | 0.88% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 142,495 | 13,103 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 139,660 | 12,738 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 124,719 | 11,468 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 116,833 | 10,743 | 4.74% | 4.74% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KWB Wealth | History | No change | 110,823 | 10,190 | 0.87% | 0.87% | 35 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Modus Advisors, LLC | History | No change | 109,194 | 10,040 | 2.48% | 2.48% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 108,997 | 10,022 | 0.58% | 0.58% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Archer Investment Corp | History | No change | 108,257 | 9,954 | 1.96% | 1.96% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 99,081 | 9,110 | 0.2% | 0.2% | 39 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 92,398 | 8,496 | 0.37% | 0.37% | 40 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 92,122 | 8,471 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Plan Group Financial, LLC | History | No change | 89,917 | 8,268 | 1.7% | 1.7% | 42 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 89,735 | 8,251 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 86,148 | 7,921 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 83,777 | 7,703 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 81,689 | 7,511 | 0.38% | 0.38% | 46 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 78,847 | 7,250 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rehmann Capital Advisory Group | History | No change | 77,931 | 7,177 | 0.33% | 0.33% | 48 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Saxony Capital Management, LLC | History | No change | 77,538 | 7,129 | 3.27% | 3.27% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 77,095 | 7,089 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 74,491 | 6,849 | 0.79% | 0.79% | 51 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wayfinding Financial, LLC | History | No change | 70,316 | 6,465 | 2.45% | 2.45% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 69,258 | 6,368 | 0.16% | 0.16% | 53 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 68,957 | 6,337 | 0.73% | 0.73% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 68,788 | 6,325 | 1.13% | 1.13% | 55 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 67,325 | 6,190 | 0.12% | 0.12% | 56 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TKG Advisors, LLC | History | No change | 66,219 | 6,089 | 2.12% | 2.12% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 60,596 | 5,571 | 0.11% | 0.11% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | No change | 57,815 | 5,316 | 0.09% | 0.09% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 55,493 | 5,102 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 52,428 | 4,820 | 0.07% | 0.07% | 61 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 50,625 | 4,655 | 0.47% | 0.47% | 62 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 50,198 | 4,615 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 49,485 | 4,550 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 48,959 | 4,502 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 47,724 | 4,457 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WESPAC Advisors, LLC | History | No change | 46,528 | 4,278 | 2.09% | 2.09% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 45,147 | 4,151 | 0.2% | 0.2% | 68 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| G&S Capital LLC | History | No change | 45,007 | 4,138 | 1.2% | 1.2% | 69 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 44,113 | 4,056 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | No change | 43,842 | 4,031 | 1.52% | 1.52% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nikulski Financial, Inc. | History | No change | 43,672 | 4,015 | 0.87% | 0.87% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Base Wealth Management LLC | History | No change | 43,304 | 3,981 | 1.85% | 1.85% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 42,959 | 3,950 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 40,859 | 3,757 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 39,687 | 3,649 | 0.83% | 0.83% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 39,555 | 3,637 | 1.94% | 1.94% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OBSIDIAN CIO, LLC | History | No change | 39,333 | 3,616 | 2.69% | 2.69% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Emerald Advisors, LLC | History | No change | 37,225 | 3,422 | 0.43% | 0.43% | 79 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 36,679 | 3,372 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 34,484 | 3,170 | 0.13% | 0.13% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 33,300 | 3,062 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Savvy Advisors, Inc. | History | No change | 31,706 | 2,915 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sigma Planning Corp | History | No change | 28,876 | 2,655 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Delta Investment Management, LLC | History | No change | 27,995 | 2,574 | 0.42% | 0.42% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 27,625 | 2,540 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 27,556 | 2,533 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 27,240 | 2,504 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 26,547 | 2,441 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 26,065 | 2,396 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Financial Network, Inc. | History | No change | 23,507 | 2,161 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 23,179 | 2,131 | 0.07% | 0.07% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 22,415 | 2,061 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boyer Financial Services, Inc. | History | No change | 22,235 | 2,051 | 1.73% | 1.73% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kaizen Financial Strategies | History | No change | 21,960 | 2,003 | 0.65% | 0.65% | 95 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 21,090 | 1,939 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 19,834 | 1,823 | 1.11% | 1.11% | 97 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 19,625 | 1,804 | 0.38% | 0.38% | 98 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 19,406 | 1,784 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 17,845 | 1,640 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 17,058 | 1,568 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 16,390 | 1,507 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 16,129 | 1,483 | 0.15% | 0.15% | 103 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Signature Equity Partners, LLC | History | No change | 15,759 | 1,449 | 0.67% | 0.67% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | History | No change | 15,730 | 1,446 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hopwood Nicholas Hunter | History | No change | 14,975 | 1,376 | 0.38% | 0.38% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 14,101 | 1,296 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mirador Capital Partners LP | History | No change | 13,741 | 1,263 | 0.15% | 0.15% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 13,581 | 1,248 | 0.15% | 0.15% | 109 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NCM Capital Management, LLC | History | No change | 13,050 | 1,200 | 0.37% | 0.37% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 12,913 | 1,187 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 12,221 | 1,123 | 0.13% | 0.13% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BigSur Wealth Management LLC | History | No change | 11,250 | 1,034 | 0.25% | 0.25% | 113 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 10,826 | 995 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ERn Financial, LLC | History | No change | 10,757 | 989 | 0.16% | 0.16% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | No change | 10,326 | 949 | 0.32% | 0.32% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prospera Financial Services Inc | History | No change | 10,259 | 943 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Alpha, LLC | History | No change | 9,800 | 901 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 9,693 | 891 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Visionary Wealth Advisors | History | No change | 9,677 | 889 | 0.04% | 0.04% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | No change | 9,203 | 846 | 0.09% | 0.09% | 121 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,875 | 816 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,621 | 792 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GTS SECURITIES LLC | History | No change | 8,558 | 786 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 8,547 | 785 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 8,221 | 782 | 0.02% | 0.02% | 126 | -1,307 | -13.72% | Q3 2026 | Oct 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,195 | 753 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 8,054 | 740 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,976 | 733 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 7,941 | 730 | 0.2% | 0.2% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 7,807 | 717 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sowell Financial Services LLC | History | No change | 7,477 | 687 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Aprio Wealth Management, LLC | History | No change | 6,720 | 617 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 6,680 | 614 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANE BROTHERS & CO INC | History | No change | 6,498 | 597 | 0.39% | 0.39% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essential Investment Partners LLC | History | No change | 6,371 | 585 | 0.47% | 0.47% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 6,347 | 584 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SMITH, MOORE & CO. | History | No change | 6,263 | 575 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 6,003 | 551 | 0.84% | 0.84% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Capital Analysts, LLC | History | No change | 5,828 | 536 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ascent Group, LLC | History | No change | 5,760 | 529 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | No change | 5,739 | 527 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Breakwater Investment Management | History | No change | 5,589 | 513 | 0.17% | 0.17% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Prospect Financial Services LLC | History | No change | 5,461 | 502 | 0.25% | 0.25% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 5,418 | 498 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| A4 Wealth Advisors LLC | History | No change | 5,042 | 463 | 0.31% | 0.31% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 4,868 | 447 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lewis Asset Management, LLC | History | No change | 4,596 | 422 | 0.15% | 0.15% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Moors & Cabot, Inc. | History | No change | 4,580 | 421 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essex Financial Services, Inc. | History | No change | 4,556 | 418 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Echo Wealth Management, LLC | History | No change | 4,481 | 412 | 0.21% | 0.21% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elevation Wealth Management LLC | History | No change | 4,271 | 392 | 0.29% | 0.29% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 4,261 | 391 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,249 | 390 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | No change | 4,252 | 390 | 0.31% | 0.31% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 4,225 | 388 | 0.24% | 0.24% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 4,076 | 374 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Point Advisors Inc. | History | No change | 4,074 | 374 | 0.33% | 0.33% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,871 | 355 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 3,600 | 331 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Traynor Capital Management, Inc. | History | No change | 3,453 | 317 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 3,443 | 316 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3,242 | 298 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Partners Group, Inc | History | No change | 3,183 | 292 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,175 | 289 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 3,096 | 284 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 3,047 | 280 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | No change | 2,981 | 274 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,950 | 271 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,949 | 271 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EdgeRock Capital LLC | History | No change | 2,720 | 250 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XTX Topco Ltd | History | No change | 2,634 | 242 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,627 | 241 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,598 | 238 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spire Wealth Management | History | No change | 2,588 | 237 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 2,575 | 236 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,562 | 235 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 2,564 | 235 | 0.05% | 0.05% | 178 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Carnegie Investment Counsel | History | No change | 2,375 | 218 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 2,352 | 216 | 0.16% | 0.16% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,342 | 215 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 2,213 | 203 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 2,199 | 202 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,868 | 171 | 0.06% | 0.06% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,795 | 165 | 0.09% | 0.09% | 185 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caitlin John, LLC | History | No change | 1,600 | 147 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS Group AG | History | No change | 1,472 | 135 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 1,157 | 106 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 1,108 | 101 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,015 | 93 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 880 | 80 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ancora Advisors LLC | History | No change | 830 | 76 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 785 | 72 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 765 | 70 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 664 | 61 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 617 | 56 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 475 | 43 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 416 | 38 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 413 | 37 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 331 | 30 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 246 | 22 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Peck Wealth Management, LLC | History | No change | 250 | 22 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Highland Investment Advisors LLC | History | No change | 248 | 22 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 234 | 21 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 232 | 21 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 181 | 16 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Capital Management LLC | History | No change | 132 | 12 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Triumph Capital Management | History | No change | 100 | 9 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning Group LLC | History | No change | 102 | 9 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WHITTIER TRUST CO | History | No change | 90 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 53 | 4 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AlphaCore Capital LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GAMMA Investing LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Lummis Asset Management, LP | History | No change | 42 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 16 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sarver Vrooman Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2026 | Oct 01, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |