J.P. Morgan Exchange-Traded Fund Trust - JMEE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 9,782,654 | 757,862 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 3,088,420 | 240,989 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 2,260,945 | 176,421 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 1,023,610 | 79,872 | 1.18% | 1.18% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | No change | 702,324 | 54,802 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 633,091 | 49,400 | 3.83% | 3.83% | 6 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 618,478 | 47,820 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 580,188 | 45,272 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 571,576 | 44,599 | 0.7% | 0.7% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 463,387 | 36,165 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 455,639 | 35,553 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, LLC | History | No change | 440,073 | 34,338 | 6.35% | 6.35% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Meridian Financial Partners LLC | History | No change | 347,624 | 26,600 | 9.07% | 9.07% | 13 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CGC Financial Services, LLC | History | No change | 324,194 | 25,296 | 5.69% | 5.69% | 14 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 278,665 | 21,744 | 1.18% | 1.18% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Resource Group | History | No change | 258,935 | 20,204 | 3.04% | 3.04% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 231,431 | 18,058 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Retirement Management Systems Inc. | History | No change | 228,395 | 17,821 | 3.65% | 3.65% | 18 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 224,405 | 17,510 | 0.87% | 0.87% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | No change | 209,506 | 16,347 | 2.12% | 2.12% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 191,937 | 14,976 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 190,278 | 14,847 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 182,754 | 14,260 | 3.51% | 3.51% | 23 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | No change | 156,363 | 12,200 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 143,634 | 11,207 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Macco Financial Group, Inc. | History | No change | 138,964 | 10,843 | 7.04% | 7.04% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 134,663 | 10,507 | 0.64% | 0.64% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 124,966 | 9,751 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | No change | 124,441 | 9,710 | 3.04% | 3.04% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | No change | 123,055 | 9,601 | 0.04% | 0.04% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Scarborough Advisors, LLC | History | No change | 121,721 | 9,307 | 1.07% | 1.07% | 31 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 117,476 | 9,166 | 0.44% | 0.44% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 117,247 | 9,148 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 110,138 | 8,594 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 103,466 | 8,073 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 95,365 | 7,441 | 1.0% | 1.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Legacy Private Trust Co. | History | No change | 90,326 | 7,048 | 0.39% | 0.39% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stewardship Advisors, LLC | History | No change | 89,802 | 7,007 | 1.46% | 1.46% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 82,410 | 6,430 | 2.36% | 2.36% | 39 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 81,030 | 6,322 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 78,882 | 6,150 | 0.91% | 0.91% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Platform Technology Partners | History | No change | 78,189 | 6,101 | 1.0% | 1.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Plan Group Financial, LLC | History | No change | 77,375 | 6,037 | 1.24% | 1.24% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 72,790 | 5,679 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Allegheny Financial Group | History | No change | 72,421 | 5,651 | 0.6% | 0.6% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 64,586 | 5,039 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 62,829 | 4,793 | 0.68% | 0.68% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | No change | 56,697 | 4,424 | 1.2% | 1.2% | 48 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 54,691 | 4,267 | 0.63% | 0.63% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| American Trust | History | No change | 53,695 | 4,189 | 0.32% | 0.32% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 53,206 | 4,160 | 0.42% | 0.42% | 51 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Baird Financial Group, Inc. | History | No change | 51,422 | 4,012 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 48,412 | 3,777 | 0.73% | 0.73% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UBS Group AG | History | No change | 46,410 | 3,621 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 45,519 | 3,551 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 44,165 | 3,446 | 0.34% | 0.34% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 43,432 | 3,388 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 41,917 | 3,270 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 40,140 | 3,132 | 0.18% | 0.18% | 59 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 40,086 | 3,127 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 40,052 | 3,125 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curry Webb Wealth Management LLC | History | No change | 39,874 | 3,111 | 1.29% | 1.29% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SilverOak Wealth Management LLC | History | No change | 38,225 | 2,982 | 0.38% | 0.38% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Planning Strategies Inc. | History | Added to | 40,486 | 2,978 | 1.76% | 1.92% | 64 | +1,038 | 2.63% | Q3 2026 | Oct 02, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 35,305 | 2,756 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 33,123 | 2,530 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 31,866 | 2,486 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Choice Wealth Advisors LLC | History | No change | 31,697 | 2,473 | 0.87% | 0.87% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WealthPLAN Partners, LLC | History | No change | 30,032 | 2,343 | 0.45% | 0.45% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avestar Capital, LLC | History | No change | 29,215 | 2,279 | 0.13% | 0.13% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Allocation Strategies LLC | History | No change | 29,154 | 2,274 | 0.35% | 0.35% | 71 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Fermata Advisors, LLC | History | No change | 28,688 | 2,238 | 0.45% | 0.45% | 72 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFG Advisory, LLC | History | No change | 28,071 | 2,190 | 0.08% | 0.08% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 26,902 | 2,099 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBH ADVISORY INC | History | No change | 26,481 | 2,066 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ruggaard & Associates LLC | History | No change | 26,476 | 2,065 | 0.74% | 0.74% | 76 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 26,401 | 2,060 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | No change | 24,689 | 1,926 | 0.37% | 0.37% | 78 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| Fortitude Financial, LLC | History | No change | 23,946 | 1,868 | 1.68% | 1.68% | 79 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 23,912 | 1,865 | 0.12% | 0.12% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 23,839 | 1,860 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rothschild Wealth LLC | History | No change | 20,021 | 1,562 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 19,863 | 1,549 | 0.18% | 0.18% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 18,751 | 1,465 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 18,102 | 1,412 | 0.53% | 0.53% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | No change | 17,005 | 1,326 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 16,177 | 1,262 | 0.17% | 0.17% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 15,442 | 1,204 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independent Advisor Alliance | History | No change | 15,393 | 1,201 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PAX Financial Group, LLC | History | No change | 14,263 | 1,112 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROCKLAND TRUST CO | History | Added to | 14,592 | 1,073 | 0.04% | 0.03% | 91 | +3,771 | 34.85% | Q3 2026 | Oct 05, 2026 |
| United Advisor Group, LLC | History | No change | 13,328 | 1,039 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 12,573 | 981 | 0.18% | 0.18% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Wealth Partners, LLC | History | No change | 11,475 | 895 | 0.13% | 0.13% | 94 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Western Wealth Management, LLC | History | No change | 11,374 | 887 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 10,008 | 780 | 0.59% | 0.59% | 96 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MTM FINANCIAL GROUP, LLC | History | No change | 9,700 | 756 | 0.32% | 0.32% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 9,466 | 738 | 0.18% | 0.18% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Freedom Financial Partners LLC | History | No change | 8,855 | 690 | 0.22% | 0.22% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 8,500 | 663 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 8,454 | 659 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 8,167 | 637 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schwallier Wealth Management LLC | History | No change | 7,945 | 619 | 0.39% | 0.39% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 7,906 | 616 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 7,094 | 553 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 6,985 | 545 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 6,873 | 536 | 0.16% | 0.16% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 6,879 | 536 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 6,640 | 518 | 0.26% | 0.26% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,635 | 517 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 6,426 | 501 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 6,416 | 500 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Everest Financial Group LLC | History | No change | 6,338 | 494 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sequent Planning LLC | History | No change | 6,095 | 475 | 0.1% | 0.1% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 5,969 | 465 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHP Wealth Management | History | No change | 5,956 | 464 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 5,858 | 457 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighPoint Advisor Group LLC | History | No change | 5,853 | 456 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 5,822 | 454 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 5,829 | 454 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 5,722 | 444 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,308 | 414 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| SFAM, LLC | History | No change | 5,220 | 407 | 0.33% | 0.33% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | No change | 5,263 | 407 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 5,209 | 406 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 5,115 | 399 | 0.3% | 0.3% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,083 | 396 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 5,014 | 391 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 4,990 | 389 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 4,797 | 374 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Financial Group | History | No change | 4,614 | 360 | 0.27% | 0.27% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Signal Advisors Wealth, LLC | History | No change | 4,585 | 357 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,517 | 352 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,166 | 325 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Breakwater Capital Group | History | No change | 4,136 | 322 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sowell Financial Services LLC | History | No change | 4,072 | 317 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SMITH, MOORE & CO. | History | No change | 4,009 | 312 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 4,008 | 312 | 0.07% | 0.07% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 3,986 | 311 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Americana Partners, LLC | History | No change | 3,954 | 308 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | No change | 3,942 | 307 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 3,870 | 301 | 0.21% | 0.21% | 142 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 3,729 | 290 | 0.04% | 0.04% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| World Investment Advisors | History | No change | 4,311 | 287 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 3,687 | 287 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Intrua Financial, LLC | History | No change | 3,593 | 280 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SPINNAKER TRUST | History | No change | 3,554 | 277 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alteri Wealth LLC | History | No change | 3,445 | 268 | 0.07% | 0.07% | 148 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Simplicity Wealth,LLC | History | No change | 3,231 | 252 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,135 | 245 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,038 | 237 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 2,918 | 227 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrated Advisors Network LLC | History | No change | 2,821 | 220 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bluesphere Advisors LLC | History | No change | 2,615 | 204 | 0.06% | 0.06% | 154 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,100 | 163 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,735 | 136 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1,748 | 136 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,223 | 95 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Triumph Capital Management | History | No change | 1,125 | 87 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capital Analysts, LLC | History | No change | 1,068 | 83 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,038 | 80 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 783 | 61 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 757 | 59 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 747 | 58 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GODSEY & GIBB, INC | History | No change | 695 | 54 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 600 | 46 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 565 | 44 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 534 | 41 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Banco de Sabadell, S.A | History | No change | 517 | 40 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 611 | 36 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 351 | 27 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 325 | 25 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SJS Investment Consulting Inc. | History | No change | 300 | 23 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 267 | 20 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 238 | 18 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 243 | 18 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 230 | 17 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 229 | 17 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 216 | 16 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 186 | 14 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Markowski Investments | History | No change | 168 | 13 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 74 | 5 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concord Wealth Partners | History | No change | 75 | 5 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 77 | 5 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Larson Financial Group LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 46 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Abound Wealth Management | History | No change | 44 | 3 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 48 | 3 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 32 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 13 | 1 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Crews Bank & Trust | History | No change | 19 | 1 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |