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 | Reduced | 10,515,410 | 676,982 | 0.04% | 0.04% | 1 | -20,672 | -0.2% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 1,950,272 | 125,558 | 0.03% | 0.03% | 2 | +133,225 | 7.33% | Q4 2025 | Feb 11, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 994,466 | 64,023 | 1.07% | 1.01% | 3 | +58,599 | 6.26% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 958,735 | 61,723 | 0.17% | 0.08% | 4 | +526,040 | 121.57% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 660,274 | 42,508 | 0.05% | 0.04% | 5 | +109,404 | 19.86% | Q4 2025 | Feb 17, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 618,971 | 39,849 | 3.66% | 4.9% | 6 | -200,378 | -24.46% | Q4 2025 | Feb 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 538,219 | 34,650 | 0.67% | 1.09% | 7 | -316,568 | -37.03% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 426,672 | 27,476 | 0.04% | 0.04% | 8 | -54,406 | -11.31% | Q4 2025 | Feb 17, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 412,867 | 26,580 | 5.65% | 5.78% | 9 | +20,246 | 5.16% | Q4 2025 | Jan 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 406,149 | 26,147 | 0.02% | 0.01% | 10 | +79,805 | 24.45% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 385,040 | 24,788 | 0.01% | 0.01% | 11 | -64,171 | -14.29% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 367,095 | 23,633 | 0.0% | 0.0% | 12 | +7,383 | 2.05% | Q4 2025 | Feb 10, 2026 |
| Meridian Financial Partners LLC | History | Added to | 326,779 | 22,515 | 8.91% | 8.08% | 13 | +21,794 | 7.15% | Q4 2025 | Feb 05, 2026 |
| CGC Financial Services, LLC | History | Added to | 342,326 | 22,038 | 5.9% | 5.87% | 14 | +6,543 | 1.95% | Q4 2025 | Feb 03, 2026 |
| SHP Wealth Management | History | New | 318,729 | 20,520 | 1.6% | — | 15 | +318,729 | New | Q4 2025 | Mar 04, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 257,739 | 16,593 | 1.03% | 1.06% | 16 | +26,840 | 11.62% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 257,389 | 16,570 | 0.01% | 0.01% | 17 | +5,785 | 2.3% | Q4 2025 | Feb 10, 2026 |
| Advisory Resource Group | History | Added to | 244,813 | 15,761 | 2.77% | 2.77% | 18 | +1,399 | 0.57% | Q4 2025 | Feb 12, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 213,965 | 13,775 | 1.88% | 1.83% | 19 | +11,582 | 5.72% | Q4 2025 | Jan 21, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 207,629 | 13,367 | 1.88% | 2.03% | 20 | +5,553 | 2.75% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 204,913 | 13,192 | 0.02% | 0.02% | 21 | +5,953 | 2.99% | Q4 2025 | Feb 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 178,387 | 11,484 | 3.23% | 3.19% | 22 | +11,261 | 6.74% | Q4 2025 | Jan 14, 2026 |
| Choice Wealth Advisors, LLC | History | Added to | 157,589 | 10,145 | 4.01% | 4.28% | 23 | +195 | 0.12% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 153,321 | 9,871 | 0.0% | — | 24 | +153,321 | New | Q4 2025 | Feb 17, 2026 |
| Retirement Management Systems Inc. | History | New | 146,208 | 9,412 | 2.41% | — | 25 | +146,208 | New | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 137,350 | 8,842 | 0.0% | 0.0% | 26 | -13,637 | -9.03% | Q4 2025 | Feb 10, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 130,990 | 8,433 | 3.01% | 2.96% | 27 | +4,333 | 3.42% | Q4 2025 | Feb 06, 2026 |
| Macco Financial Group, Inc. | History | New | 130,271 | 8,386 | 7.21% | — | 28 | +130,271 | New | Q4 2025 | Feb 24, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 118,511 | 7,629 | 0.55% | 0.53% | 29 | +4,521 | 3.97% | Q4 2025 | Feb 11, 2026 |
| Capital Developers, LLC | History | New | 111,485 | 7,177 | 6.43% | — | 30 | +111,485 | New | Q4 2025 | Jan 30, 2026 |
| Stewardship Advisors, LLC | History | Added to | 106,104 | 6,830 | 1.58% | 1.12% | 31 | +31,545 | 42.31% | Q4 2025 | Jan 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 104,876 | 6,751 | 0.03% | 0.02% | 32 | +36,434 | 53.23% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 104,671 | 6,738 | 0.43% | 0.28% | 33 | +38,745 | 58.77% | Q4 2025 | Feb 05, 2026 |
| Scarborough Advisors, LLC | History | Added to | 99,565 | 6,409 | 1.08% | 1.09% | 34 | +2,012 | 2.06% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 99,146 | 6,383 | 0.03% | 0.03% | 35 | +6,290 | 6.77% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 98,264 | 6,326 | 0.4% | 0.38% | 36 | +8,631 | 9.63% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 97,103 | 6,251 | 0.01% | 0.0% | 37 | +11,807 | 13.84% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | Added to | 91,585 | 5,896 | 0.35% | 0.34% | 38 | +2,481 | 2.78% | Q4 2025 | Jan 08, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 81,121 | 5,222 | 2.37% | 2.2% | 39 | +3,235 | 4.15% | Q4 2025 | Jan 07, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 67,907 | 4,619 | 0.53% | 0.51% | 40 | +2,135 | 3.25% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 65,760 | 4,233 | 0.01% | 0.0% | 41 | +44,542 | 209.93% | Q4 2025 | Feb 13, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 59,179 | 3,991 | 2.55% | 4.63% | 42 | -57,716 | -49.37% | Q4 2025 | Feb 11, 2026 |
| American Trust | History | Reduced | 60,271 | 3,880 | 0.33% | 0.39% | 43 | -11,764 | -16.33% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 55,341 | 3,562 | 0.02% | 0.03% | 44 | +1,001 | 1.84% | Q4 2025 | Feb 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 51,976 | 3,346 | 0.64% | 0.46% | 45 | +218 | 0.42% | Q4 2025 | Feb 02, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 51,619 | 3,323 | 0.58% | 0.58% | 46 | +4,211 | 8.88% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Added to | 49,647 | 3,196 | 0.0% | 0.0% | 47 | +2,228 | 4.7% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 47,448 | 3,054 | 0.03% | 0.04% | 48 | +10,862 | 29.69% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 47,125 | 3,033 | 0.0% | 0.0% | 49 | -953 | -1.98% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 43,436 | 3,001 | 0.0% | 0.0% | 50 | -6,383 | -12.81% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 45,153 | 2,905 | 0.0% | 0.0% | 51 | +6,077 | 15.55% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 45,017 | 2,898 | 0.05% | — | 52 | +45,017 | New | Q4 2025 | Feb 19, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 43,902 | 2,826 | 0.02% | — | 53 | +43,902 | New | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 41,364 | 2,663 | 0.17% | 0.19% | 54 | -2,606 | -5.93% | Q4 2025 | Jan 23, 2026 |
| Fortitude Financial, LLC | History | New | 40,736 | 2,622 | 2.22% | — | 55 | +40,736 | New | Q4 2025 | Jan 27, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 36,747 | 2,365 | 0.54% | 0.56% | 56 | +94 | 0.26% | Q4 2025 | Jan 28, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 36,398 | 2,343 | 0.57% | 0.41% | 57 | +12,002 | 49.2% | Q4 2025 | Feb 02, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 32,685 | 2,104 | 0.23% | 0.16% | 58 | +10,426 | 46.84% | Q4 2025 | Jan 26, 2026 |
| Plan Group Financial, LLC | History | Added to | 31,240 | 2,011 | 0.52% | 0.36% | 59 | +10,318 | 49.32% | Q4 2025 | Feb 03, 2026 |
| Ruggaard & Associates LLC | History | Added to | 28,591 | 1,840 | 0.72% | 0.67% | 60 | +310 | 1.1% | Q4 2025 | Feb 20, 2026 |
| US BANCORP \DE\ | History | Added to | 28,568 | 1,839 | 0.0% | 0.0% | 61 | +448 | 1.59% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,424 | 1,830 | 0.0% | 0.0% | 62 | +535 | 1.92% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,957 | 1,738 | 0.0% | 0.0% | 63 | +2,346 | 9.94% | Q4 2025 | Jan 08, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 26,617 | 1,713 | 0.05% | 0.04% | 64 | +7,143 | 36.68% | Q4 2025 | Jan 12, 2026 |
| Avestar Capital, LLC | History | Added to | 26,578 | 1,711 | 0.11% | 0.11% | 65 | +273 | 1.04% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | New | 26,171 | 1,684 | 0.03% | — | 66 | +26,171 | New | Q4 2025 | Feb 17, 2026 |
| McLaughlin Asset Management, Inc. | History | New | 26,065 | 1,678 | 1.5% | — | 67 | +26,065 | New | Q4 2025 | Feb 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 25,418 | 1,636 | 0.01% | 0.02% | 68 | -6,026 | -19.16% | Q4 2025 | Jan 26, 2026 |
| WBH ADVISORY INC | History | Added to | 25,319 | 1,630 | 0.12% | 0.1% | 69 | +3,759 | 17.44% | Q4 2025 | Jan 26, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 25,295 | 1,628 | 3.48% | 3.49% | 70 | -449,783 | -94.68% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY WEALTH ADVISORS, INC. | History | New | 24,423 | 1,572 | 1.07% | — | 71 | +24,423 | New | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | Added to | 23,063 | 1,484 | 0.36% | 0.35% | 72 | +1,212 | 5.55% | Q4 2025 | Jan 08, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 22,263 | 1,433 | 0.52% | 0.92% | 73 | -15,654 | -41.28% | Q4 2025 | Jan 06, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 20,955 | 1,349 | 0.25% | 0.24% | 74 | +1,641 | 8.5% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | New | 20,726 | 1,334 | 0.13% | — | 75 | +20,726 | New | Q4 2025 | Feb 17, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 19,152 | 1,313 | 0.37% | 0.34% | 76 | +1,553 | 8.82% | Q4 2025 | Feb 09, 2026 |
| SilverOak Wealth Management LLC | History | New | 19,930 | 1,283 | 0.2% | — | 77 | +19,930 | New | Q4 2025 | Jan 28, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 19,006 | 1,223 | 0.6% | 0.48% | 78 | +5,094 | 36.62% | Q4 2025 | Jan 30, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 18,887 | 1,215 | 0.29% | 0.28% | 79 | +1,259 | 7.14% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,731 | 1,141 | 0.0% | 0.0% | 80 | -13,384 | -43.01% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Reduced | 17,412 | 1,121 | 0.01% | 0.01% | 81 | -731 | -4.03% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 16,942 | 1,092 | 0.01% | 0.01% | 82 | -1,089 | -6.04% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 16,748 | 1,078 | 0.02% | 0.02% | 83 | -719 | -4.12% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,450 | 1,059 | 0.0% | — | 84 | +16,450 | New | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,957 | 899 | 0.0% | — | 85 | +13,957 | New | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Added to | 13,906 | 895 | 0.04% | 0.04% | 86 | +1,100 | 8.59% | Q4 2025 | Feb 10, 2026 |
| Allegheny Financial Group | History | New | 13,895 | 894 | 0.13% | — | 87 | +13,895 | New | Q4 2025 | Feb 02, 2026 |
| United Advisor Group, LLC | History | Added to | 13,416 | 863 | 0.11% | 0.04% | 88 | +8,259 | 160.15% | Q4 2025 | Jan 26, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 12,791 | 823 | 0.23% | 0.74% | 89 | -27,364 | -68.15% | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 11,585 | 745 | 0.14% | 0.14% | 90 | -405 | -3.38% | Q4 2025 | Jan 27, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,167 | 718 | 0.03% | 0.04% | 91 | +485 | 4.54% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,805 | 631 | 0.01% | 0.01% | 92 | +1,812 | 22.67% | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | New | 9,703 | 624 | 0.01% | — | 93 | +9,703 | New | Q4 2025 | Feb 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 9,459 | 609 | 0.52% | 0.5% | 94 | +713 | 8.15% | Q4 2025 | Jan 26, 2026 |
| PAX Financial Group, LLC | History | Added to | 9,438 | 607 | 0.1% | 0.1% | 95 | +472 | 5.26% | Q4 2025 | Feb 05, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 9,389 | 604 | 0.04% | 0.04% | 96 | +507 | 5.71% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 8,803 | 566 | 0.16% | 0.13% | 97 | +1,868 | 26.94% | Q4 2025 | Jan 26, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 8,546 | 550 | 0.02% | 0.02% | 98 | -710 | -7.67% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,200 | 527 | 0.0% | 0.0% | 99 | -236 | -2.8% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 7,874 | 506 | 0.0% | — | 100 | +7,874 | New | Q4 2025 | Feb 17, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 7,349 | 473 | 0.17% | 0.17% | 101 | +499 | 7.28% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 6,731 | 433 | 0.02% | 0.02% | 102 | -65 | -0.96% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,671 | 429 | 0.0% | 0.0% | 103 | +506 | 8.21% | Q4 2025 | Feb 06, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,320 | 429 | 0.01% | 0.02% | 104 | -104 | -1.62% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,115 | 393 | 0.0% | 0.01% | 105 | -1,339 | -17.96% | Q4 2025 | Jan 29, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 5,832 | 375 | 0.12% | — | 106 | +5,832 | New | Q4 2025 | Mar 27, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 5,693 | 366 | 0.03% | 0.03% | 107 | -551 | -8.82% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 5,587 | 359 | 0.03% | 0.06% | 109 | -1,797 | -24.34% | Q4 2025 | Jan 22, 2026 |
| Sequent Planning LLC | History | Added to | 5,588 | 359 | 0.09% | 0.09% | 108 | +617 | 12.41% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,344 | 344 | 0.0% | 0.0% | 110 | +1,586 | 42.2% | Q4 2025 | Jan 20, 2026 |
| World Investment Advisors | History | Reduced | 5,289 | 340 | 0.01% | 0.01% | 111 | -295 | -5.28% | Q4 2025 | Mar 12, 2026 |
| SFAM, LLC | History | New | 5,220 | 336 | 0.31% | — | 112 | +5,220 | New | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,217 | 335 | 0.0% | 0.01% | 113 | -292 | -5.3% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,083 | 327 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 4,884 | 314 | 0.27% | 0.25% | 116 | +408 | 9.12% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,889 | 314 | 0.01% | 0.01% | 115 | +202 | 4.31% | Q4 2025 | Jan 09, 2026 |
| Creative Planning | History | Reduced | 4,859 | 312 | 0.0% | 0.0% | 117 | -285 | -5.54% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 4,675 | 300 | 0.04% | — | 118 | +4,675 | New | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,239 | 272 | 0.02% | 0.03% | 119 | -672 | -13.68% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 4,118 | 265 | 0.02% | 0.02% | 120 | -719 | -14.86% | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 4,052 | 260 | 0.0% | — | 122 | +4,052 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | No change | 4,041 | 260 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 3,870 | 249 | 0.21% | 0.22% | 123 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Intrua Financial, LLC | History | Added to | 3,593 | 231 | 0.02% | 0.02% | 124 | +65 | 1.84% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,576 | 230 | 0.0% | 0.01% | 125 | -53,054 | -93.69% | Q4 2025 | Feb 11, 2026 |
| WealthPLAN Partners, LLC | History | New | 3,562 | 229 | 0.03% | — | 126 | +3,562 | New | Q4 2025 | Feb 12, 2026 |
| Stone House Investment Management, LLC | History | Added to | 3,558 | 229 | 0.04% | 0.04% | 127 | +9 | 0.25% | Q4 2025 | Jan 21, 2026 |
| SPINNAKER TRUST | History | No change | 3,554 | 228 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Breakwater Capital Group | History | Added to | 3,450 | 222 | 0.03% | 0.03% | 130 | +196 | 6.02% | Q4 2025 | Jan 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,458 | 222 | 0.01% | 0.01% | 129 | -34 | -0.97% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 3,412 | 220 | 0.0% | — | 131 | +3,412 | New | Q4 2025 | Feb 05, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 3,347 | 215 | 0.05% | 0.05% | 132 | +86 | 2.64% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,154 | 203 | 0.0% | 0.0% | 133 | +1,580 | 100.38% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 2,870 | 184 | 0.0% | 0.0% | 134 | -509 | -15.06% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | Reduced | 2,784 | 179 | 0.04% | 0.05% | 135 | -386 | -12.18% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,424 | 156 | 0.0% | 0.0% | 136 | +84 | 3.59% | Q4 2025 | Feb 06, 2026 |
| Greenline Wealth Management LLC | History | New | 2,245 | 144 | 0.15% | — | 137 | +2,245 | New | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 2,100 | 135 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,735 | 112 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,383 | 89 | 0.05% | — | 140 | +1,383 | New | Q4 2025 | Feb 18, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,223 | 78 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | New | 1,162 | 74 | 0.0% | — | 142 | +1,162 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 768 | 49 | 0.0% | 0.0% | 143 | +321 | 71.81% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 747 | 48 | 0.0% | 0.0% | 144 | -24 | -3.11% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 702 | 45 | 0.0% | 0.01% | 145 | -25 | -3.44% | Q4 2025 | Feb 13, 2026 |
| GODSEY & GIBB, INC | History | New | 695 | 44 | 0.0% | — | 146 | +695 | New | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 572 | 36 | 0.0% | 0.0% | 147 | +70 | 13.94% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 518 | 33 | 0.0% | 0.0% | 148 | -514 | -49.81% | Q4 2025 | Jan 29, 2026 |
| Banco de Sabadell, S.A | History | No change | 517 | 33 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | New | 418 | 26 | 0.0% | — | 150 | +418 | New | Q4 2025 | Feb 02, 2026 |
| Capital Analysts, LLC | History | No change | 402 | 26 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | New | 398 | 25 | 0.0% | — | 152 | +398 | New | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 387 | 24 | 0.0% | 0.0% | 153 | +2 | 0.52% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 329 | 21 | 0.0% | 0.0% | 154 | +259 | 370.0% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 238 | 15 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | No change | 230 | 14 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 216 | 13 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 201 | 12 | 0.0% | — | 158 | +201 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 196 | 12 | 0.0% | 0.0% | 159 | -2 | -1.01% | Q4 2025 | Jan 23, 2026 |
| Concord Wealth Partners | History | No change | 126 | 8 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 109 | 7 | 0.0% | — | 161 | +109 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 77 | 4 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | New | 57 | 3 | 0.0% | — | 164 | +57 | New | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 50 | 3 | 0.0% | — | 165 | +50 | New | Q4 2025 | Feb 03, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 54 | 3 | 0.0% | 0.0% | 163 | +1 | 1.89% | Q4 2025 | Jan 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 38 | 2 | 0.0% | — | 166 | +38 | New | Q4 2025 | Jan 20, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 32 | 2 | 0.0% | 0.0% | 167 | -18 | -36.0% | Q4 2025 | Jan 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 41 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Crews Bank & Trust | History | New | 19 | 1 | 0.0% | — | 170 | +19 | New | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | New | 17 | 1 | 0.0% | — | 169 | +17 | New | Q4 2025 | Jan 13, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,448 | -100.0% | Q3 2025 | Feb 04, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,249 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -8,070 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,051 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tripletail Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -926 | -100.0% | Q3 2025 | Oct 20, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -544 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -468 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -349 | -100.0% | Q3 2025 | Nov 06, 2025 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q3 2025 | Nov 25, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 29, 2025 |
| McIlrath & Eck, LLC | History | Added to | 16 | 0 | — | — | — | +1 | 6.67% | Q4 2025 | Feb 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 17, 2025 |