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 | Added to | 10,519,966 | 684,113 | 0.04% | 0.04% | 1 | +4,556 | 0.04% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 2,405,634 | 160,624 | 0.01% | 0.0% | 2 | +2,404,866 | 313133.59% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,132,205 | 142,367 | 0.04% | 0.03% | 3 | +181,933 | 9.33% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 1,053,780 | 70,360 | 0.18% | 0.17% | 4 | +95,045 | 9.91% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,003,350 | 66,993 | 1.13% | 1.07% | 5 | +8,884 | 0.89% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 680,755 | 45,453 | 0.05% | 0.05% | 6 | +20,481 | 3.1% | Q1 2026 | May 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 617,077 | 41,202 | 3.91% | 3.66% | 7 | -1,894 | -0.31% | Q1 2026 | Apr 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 562,789 | 37,577 | 0.01% | 0.0% | 8 | +195,694 | 53.31% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 555,081 | 37,062 | 0.67% | 0.67% | 9 | +16,862 | 3.13% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 459,413 | 30,086 | 0.01% | 0.02% | 10 | +53,264 | 13.11% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 431,428 | 28,806 | 5.82% | 5.65% | 11 | +18,561 | 4.5% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 416,078 | 27,787 | 0.04% | 0.04% | 12 | -10,594 | -2.48% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 407,600 | 27,215 | 0.44% | — | 13 | +407,600 | New | Q1 2026 | May 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 399,611 | 26,682 | 0.01% | 0.01% | 14 | +14,571 | 3.78% | Q1 2026 | May 14, 2026 |
| Meridian Financial Partners LLC | History | Added to | 337,943 | 22,942 | 8.72% | 8.91% | 15 | +11,164 | 3.42% | Q1 2026 | Apr 15, 2026 |
| CGC Financial Services, LLC | History | Reduced | 339,541 | 22,671 | 6.55% | 5.9% | 16 | -2,785 | -0.81% | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | Added to | 322,252 | 21,516 | 1.62% | 1.6% | 17 | +3,523 | 1.11% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | New | 283,108 | 18,903 | 0.2% | — | 18 | +283,108 | New | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 272,585 | 18,200 | 1.24% | 1.03% | 19 | +14,846 | 5.76% | Q1 2026 | May 21, 2026 |
| Advisory Resource Group | History | Added to | 258,399 | 17,253 | 2.97% | 2.77% | 20 | +13,586 | 5.55% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 257,582 | 17,198 | 0.01% | 0.01% | 21 | +193 | 0.07% | Q1 2026 | May 07, 2026 |
| Retirement Management Systems Inc. | History | Added to | 215,235 | 14,371 | 3.46% | 2.41% | 22 | +69,027 | 47.21% | Q1 2026 | Apr 14, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 209,699 | 14,001 | 2.03% | 1.88% | 23 | +2,070 | 1.0% | Q1 2026 | May 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 197,056 | 13,157 | 0.73% | 0.43% | 24 | +92,385 | 88.26% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 184,225 | 12,300 | 0.0% | 0.0% | 25 | +30,904 | 20.16% | Q1 2026 | May 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 175,432 | 11,713 | 3.27% | 3.23% | 26 | -2,955 | -1.66% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 174,978 | 11,683 | 0.02% | 0.02% | 27 | -29,935 | -14.61% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 139,486 | 9,313 | 0.0% | 0.0% | 28 | +2,136 | 1.56% | Q1 2026 | May 04, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 127,984 | 8,545 | 0.61% | 0.55% | 29 | +9,473 | 7.99% | Q1 2026 | May 15, 2026 |
| Capital Developers, LLC | History | Added to | 111,827 | 7,466 | 6.72% | 6.43% | 30 | +342 | 0.31% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 107,480 | 7,176 | 0.03% | 0.03% | 31 | +2,604 | 2.48% | Q1 2026 | Apr 24, 2026 |
| Macco Financial Group, Inc. | History | Reduced | 106,864 | 7,135 | 5.4% | 7.21% | 32 | -23,407 | -17.97% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 105,757 | 7,061 | 0.01% | 0.01% | 33 | +8,654 | 8.91% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 101,580 | 6,782 | 0.03% | 0.03% | 34 | +2,434 | 2.45% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | Added to | 100,019 | 6,678 | 0.73% | 1.08% | 35 | +454 | 0.46% | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 98,791 | 6,596 | 0.4% | 0.4% | 36 | +527 | 0.54% | Q1 2026 | Apr 13, 2026 |
| Legacy Private Trust Co. | History | Added to | 93,277 | 6,228 | 0.38% | 0.35% | 37 | +1,692 | 1.85% | Q1 2026 | Apr 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 92,998 | 6,209 | 0.07% | 0.03% | 38 | +45,550 | 96.0% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 91,655 | 6,119 | 0.02% | 0.01% | 39 | +25,895 | 39.38% | Q1 2026 | May 04, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 89,363 | 5,966 | 1.37% | 1.58% | 40 | -16,741 | -15.78% | Q1 2026 | Apr 17, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 86,249 | 5,758 | 1.84% | 3.01% | 41 | -44,741 | -34.16% | Q1 2026 | May 04, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 81,690 | 5,454 | 2.34% | 2.37% | 42 | +569 | 0.7% | Q1 2026 | Apr 08, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 66,088 | 4,412 | 0.48% | 0.53% | 43 | -1,819 | -2.68% | Q1 2026 | May 11, 2026 |
| Plan Group Financial, LLC | History | Added to | 60,830 | 4,061 | 0.95% | 0.52% | 44 | +29,590 | 94.72% | Q1 2026 | Apr 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 58,236 | 3,916 | 0.07% | 0.03% | 45 | +32,065 | 122.52% | Q1 2026 | May 14, 2026 |
| American Trust | History | Reduced | 57,600 | 3,845 | 0.34% | 0.33% | 46 | -2,671 | -4.43% | Q1 2026 | May 01, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 56,765 | 3,790 | 1.65% | 0.6% | 47 | +37,759 | 198.67% | Q1 2026 | Apr 24, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 56,020 | 3,740 | 2.73% | 2.55% | 48 | -3,159 | -5.34% | Q1 2026 | May 05, 2026 |
| Platform Technology Partners | History | New | 54,707 | 3,652 | 0.7% | — | 49 | +54,707 | New | Q1 2026 | Apr 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 53,881 | 3,597 | 0.45% | 0.64% | 50 | +1,905 | 3.67% | Q1 2026 | May 18, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 52,887 | 3,531 | 0.64% | 0.58% | 51 | +1,268 | 2.46% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 49,410 | 3,299 | 0.01% | 0.0% | 52 | -237 | -0.48% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 49,119 | 3,279 | 0.0% | 0.0% | 53 | +1,994 | 4.23% | Q1 2026 | May 05, 2026 |
| Allegheny Financial Group | History | Added to | 47,348 | 3,161 | 0.43% | 0.13% | 54 | +33,453 | 240.76% | Q1 2026 | Apr 16, 2026 |
| Kingsview Wealth Management, LLC | History | New | 47,187 | 3,150 | 0.04% | — | 55 | +47,187 | New | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 45,079 | 3,010 | 0.02% | 0.02% | 56 | +1,177 | 2.68% | Q1 2026 | May 14, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 44,604 | 2,978 | 0.7% | 0.57% | 57 | +8,206 | 22.55% | Q1 2026 | Apr 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 40,980 | 2,736 | 0.0% | 0.0% | 58 | -2,456 | -5.65% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 40,755 | 2,721 | 0.18% | 0.17% | 59 | -609 | -1.47% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 39,571 | 2,642 | 0.01% | 0.0% | 60 | +11,147 | 39.22% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 39,487 | 2,634 | 0.0% | 0.0% | 61 | -5,666 | -12.55% | Q1 2026 | May 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 36,520 | 2,438 | 0.27% | 0.23% | 62 | +3,835 | 11.73% | Q1 2026 | Apr 29, 2026 |
| Choice Wealth Advisors LLC | History | Reduced | 36,183 | 2,415 | 0.95% | 4.01% | 63 | -121,406 | -77.04% | Q1 2026 | Apr 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 33,077 | 2,208 | 0.0% | 0.0% | 64 | +16,627 | 101.08% | Q1 2026 | May 12, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 30,260 | 2,020 | 0.32% | 0.2% | 65 | +10,330 | 51.83% | Q1 2026 | Apr 29, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | Added to | 29,822 | 1,991 | 1.19% | 1.07% | 66 | +5,399 | 22.11% | Q1 2026 | May 14, 2026 |
| Fermata Advisors, LLC | History | Added to | 29,090 | 1,942 | 0.44% | 0.36% | 67 | +6,027 | 26.13% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Added to | 28,655 | 1,913 | 0.0% | 0.0% | 68 | +87 | 0.3% | Q1 2026 | May 14, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 28,071 | 1,874 | 0.33% | 0.25% | 69 | +7,116 | 33.96% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,573 | 1,860 | 0.0% | 0.0% | 70 | +1,616 | 6.23% | Q1 2026 | Apr 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 27,562 | 1,840 | 0.06% | 0.05% | 71 | +945 | 3.55% | Q1 2026 | May 11, 2026 |
| Ruggaard & Associates LLC | History | No change | 28,591 | 1,840 | 0.72% | 0.72% | 72 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Avestar Capital, LLC | History | Added to | 27,390 | 1,828 | 0.12% | 0.11% | 73 | +812 | 3.06% | Q1 2026 | May 13, 2026 |
| WBH ADVISORY INC | History | Added to | 26,139 | 1,757 | 0.13% | 0.12% | 74 | +820 | 3.24% | Q1 2026 | Apr 27, 2026 |
| McLaughlin Asset Management, Inc. | History | Reduced | 26,045 | 1,739 | 1.66% | 1.5% | 75 | -20 | -0.08% | Q1 2026 | Apr 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 25,862 | 1,727 | 0.0% | 0.0% | 76 | +11,905 | 85.3% | Q1 2026 | May 13, 2026 |
| Total Wealth Planning, LLC | History | No change | 25,295 | 1,628 | 3.48% | 3.48% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 24,218 | 1,617 | 0.01% | 0.01% | 78 | -1,200 | -4.72% | Q1 2026 | Apr 15, 2026 |
| Fortitude Financial, LLC | History | Reduced | 23,992 | 1,601 | 0.85% | 2.22% | 79 | -16,744 | -41.1% | Q1 2026 | Apr 23, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 23,327 | 1,557 | 0.34% | 0.54% | 80 | -13,420 | -36.52% | Q1 2026 | May 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 23,066 | 1,537 | 0.12% | 0.04% | 81 | +13,677 | 145.67% | Q1 2026 | May 20, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 19,695 | 1,433 | 0.38% | 0.37% | 82 | +543 | 2.84% | Q1 2026 | Apr 21, 2026 |
| Rothschild Wealth LLC | History | Reduced | 20,446 | 1,365 | 0.12% | 0.13% | 83 | -280 | -1.35% | Q1 2026 | May 06, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 20,281 | 1,354 | 0.18% | 1.88% | 84 | -193,684 | -90.52% | Q1 2026 | Apr 08, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 18,765 | 1,255 | 0.01% | 0.01% | 85 | +1,823 | 10.76% | Q1 2026 | May 12, 2026 |
| Cordgrass Capital Advisors, LLC | History | Reduced | 18,155 | 1,212 | 0.28% | 0.29% | 86 | -732 | -3.88% | Q1 2026 | May 07, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 16,280 | 1,087 | 0.21% | 0.03% | 87 | +12,718 | 357.05% | Q1 2026 | Apr 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 16,748 | 1,078 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,622 | 1,043 | 0.02% | 0.01% | 89 | +5,817 | 59.33% | Q1 2026 | May 14, 2026 |
| United Advisor Group, LLC | History | Added to | 13,625 | 909 | 0.11% | 0.11% | 90 | +209 | 1.56% | Q1 2026 | Apr 17, 2026 |
| PAX Financial Group, LLC | History | Added to | 13,486 | 900 | 0.15% | 0.1% | 91 | +4,048 | 42.89% | Q1 2026 | Apr 27, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 12,746 | 851 | 0.3% | 0.52% | 92 | -9,517 | -42.75% | Q1 2026 | Apr 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,522 | 769 | 0.03% | 0.03% | 93 | +355 | 3.18% | Q1 2026 | May 19, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 11,529 | 769 | 0.12% | 0.14% | 94 | -56 | -0.48% | Q1 2026 | Apr 17, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,822 | 722 | 0.03% | — | 95 | +10,822 | New | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 9,776 | 652 | 0.55% | 0.52% | 96 | +317 | 3.35% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 9,703 | 624 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ROCKLAND TRUST CO | History | Added to | 9,159 | 611 | 0.02% | 0.02% | 98 | +613 | 7.17% | Q1 2026 | Apr 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 9,035 | 603 | 0.1% | 0.04% | 99 | +4,360 | 93.26% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 9,011 | 601 | 0.3% | 0.16% | 100 | +208 | 2.36% | Q1 2026 | Apr 20, 2026 |
| Everest Financial Group LLC | History | Reduced | 7,913 | 528 | 0.09% | 0.16% | 101 | -3,174 | -28.63% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 7,556 | 504 | 0.03% | 0.02% | 102 | +825 | 12.26% | Q1 2026 | Apr 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,301 | 487 | 0.0% | 0.0% | 103 | -573 | -7.28% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 6,879 | 459 | 0.03% | — | 104 | +6,879 | New | Q1 2026 | May 07, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 6,873 | 458 | 0.16% | 0.17% | 105 | -476 | -6.48% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | New | 6,617 | 441 | 0.0% | — | 106 | +6,617 | New | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,173 | 437 | 0.01% | 0.01% | 107 | -147 | -2.33% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Reduced | 6,519 | 435 | 0.0% | 0.01% | 108 | -10,893 | -62.56% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,274 | 418 | 0.0% | 0.0% | 109 | -397 | -5.95% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,929 | 395 | 0.01% | 0.0% | 110 | +712 | 13.65% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,841 | 389 | 0.0% | 0.0% | 111 | -274 | -4.48% | Q1 2026 | Apr 20, 2026 |
| HighPoint Advisor Group LLC | History | New | 5,712 | 381 | 0.02% | — | 112 | +5,712 | New | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,669 | 378 | 0.0% | 0.0% | 113 | +325 | 6.08% | Q1 2026 | Apr 28, 2026 |
| Sequent Planning LLC | History | Added to | 5,656 | 377 | 0.09% | 0.09% | 114 | +68 | 1.22% | Q1 2026 | Apr 21, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 5,832 | 375 | 0.12% | 0.12% | 115 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| ASSETMARK, INC | History | New | 5,606 | 374 | 0.0% | — | 116 | +5,606 | New | Q1 2026 | May 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 5,693 | 366 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 5,475 | 365 | 0.03% | 0.03% | 118 | -112 | -2.0% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Added to | 5,298 | 353 | 0.0% | 0.0% | 119 | +439 | 9.03% | Q1 2026 | May 12, 2026 |
| SFAM, LLC | History | No change | 5,220 | 348 | 0.32% | 0.31% | 120 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,184 | 346 | 0.0% | 0.0% | 121 | +2,030 | 64.36% | Q1 2026 | May 08, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 5,115 | 341 | 0.27% | 0.27% | 122 | +231 | 4.73% | Q1 2026 | May 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,083 | 339 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,970 | 331 | 0.01% | 0.01% | 124 | +81 | 1.66% | Q1 2026 | Apr 08, 2026 |
| BlackRock, Inc. | History | New | 4,692 | 313 | 0.0% | — | 125 | +4,692 | New | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,446 | 296 | 0.03% | 0.02% | 126 | +207 | 4.88% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Reduced | 4,311 | 287 | 0.0% | 0.01% | 127 | -978 | -18.49% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | New | 4,089 | 273 | 0.01% | — | 129 | +4,089 | New | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Added to | 4,092 | 273 | 0.0% | 0.0% | 128 | +51 | 1.26% | Q1 2026 | May 15, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 4,059 | 271 | 0.06% | 0.05% | 130 | +712 | 21.27% | Q1 2026 | May 13, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 4,008 | 267 | 0.07% | 0.23% | 132 | -8,783 | -68.67% | Q1 2026 | Apr 28, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 4,009 | 267 | 0.02% | 0.02% | 131 | -109 | -2.65% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,949 | 263 | 0.01% | 0.01% | 133 | +491 | 14.2% | Q1 2026 | May 12, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 3,870 | 258 | 0.23% | 0.21% | 134 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Breakwater Capital Group | History | Added to | 3,622 | 241 | 0.03% | 0.03% | 135 | +172 | 4.99% | Q1 2026 | Apr 20, 2026 |
| Stone House Investment Management, LLC | History | Added to | 3,595 | 240 | 0.04% | 0.04% | 136 | +37 | 1.04% | Q1 2026 | Apr 22, 2026 |
| Intrua Financial, LLC | History | No change | 3,593 | 239 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SPINNAKER TRUST | History | No change | 3,554 | 237 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Alteri Wealth LLC | History | New | 3,381 | 225 | 0.07% | — | 139 | +3,381 | New | Q1 2026 | May 06, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,310 | 221 | 0.02% | — | 140 | +3,310 | New | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,178 | 212 | 0.0% | 0.0% | 141 | -398 | -11.13% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 2,907 | 194 | 0.0% | 0.0% | 142 | +37 | 1.29% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 2,256 | 150 | 0.03% | 0.04% | 143 | -528 | -18.97% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,100 | 140 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,092 | 139 | 0.0% | 0.0% | 145 | -332 | -13.7% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,735 | 116 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,223 | 81 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | No change | 747 | 49 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GODSEY & GIBB, INC | History | No change | 695 | 46 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 702 | 46 | 0.01% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 565 | 37 | 0.01% | — | 151 | +565 | New | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Added to | 508 | 34 | 0.0% | 0.0% | 152 | +106 | 26.37% | Q1 2026 | May 14, 2026 |
| Banco de Sabadell, S.A | History | No change | 517 | 34 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 518 | 33 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 340 | 22 | 0.0% | 0.0% | 155 | +11 | 3.34% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 289 | 19 | 0.0% | 0.0% | 157 | -283 | -49.48% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 287 | 19 | 0.0% | 0.0% | 156 | -100 | -25.84% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | New | 229 | 15 | 0.0% | — | 162 | +229 | New | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 238 | 15 | 0.0% | 0.0% | 158 | -180 | -43.06% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 243 | 15 | 0.0% | 0.0% | 161 | -155 | -38.94% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 230 | 15 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 238 | 15 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 216 | 14 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 186 | 12 | 0.0% | 0.0% | 164 | -10 | -5.1% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 164 | 10 | 0.0% | 0.0% | 165 | -37 | -18.41% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 139 | 9 | 0.0% | 0.0% | 166 | +62 | 80.52% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 103 | 6 | 0.02% | 0.04% | 168 | -13,803 | -99.26% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 98 | 6 | 0.0% | 0.0% | 167 | -11 | -10.09% | Q1 2026 | May 13, 2026 |
| TopTier Wealth Management, LLC | History | New | 72 | 4 | 0.0% | — | 169 | +72 | New | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 54 | 3 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | No change | 57 | 3 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Management Professionals, Inc. | History | No change | 32 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 41 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 25 | 1 | 0.0% | 0.0% | 176 | +8 | 47.06% | Q1 2026 | Apr 07, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 15 | 1 | 0.0% | — | 175 | -1 | -6.25% | Q1 2026 | May 19, 2026 |
| Crews Bank & Trust | History | No change | 19 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -55,341 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -45,017 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,731 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,052 | -100.0% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,412 | -100.0% | Q1 2026 | May 01, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -2,245 | -100.0% | Q1 2026 | May 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,383 | -100.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,162 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 14, 2026 |