J.P. Morgan Exchange-Traded Fund Trust - JMOM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,124,355 | 628,215 | 1.28% | 1.17% | 1 | -3,122,339 | -25.5% | Q1 2026 | Apr 08, 2026 |
| Blue Trust, Inc. | History | Added to | 4,767,446 | 323,804 | 3.71% | 3.61% | 2 | +83,512 | 1.78% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,261,920 | 85,999 | 0.55% | 0.52% | 3 | +152,670 | 13.76% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 757,727 | 49,790 | 0.0% | 0.0% | 4 | +179,743 | 31.1% | Q1 2026 | May 13, 2026 |
| Shore Point Advisors, LLC | History | Added to | 657,113 | 34,567 | 13.65% | 14.37% | 5 | +20,005 | 3.14% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Added to | 414,316 | 28,140 | 0.01% | 0.01% | 6 | +41,643 | 11.17% | Q1 2026 | May 06, 2026 |
| Nova R Wealth, Inc. | History | Added to | 242,989 | 16,503 | 5.27% | 3.84% | 7 | +88,316 | 57.1% | Q1 2026 | Apr 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 238,948 | 16,229 | 3.19% | 1.91% | 8 | +105,967 | 79.69% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 191,103 | 12,979 | 0.03% | 0.02% | 9 | +65,304 | 51.91% | Q1 2026 | May 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 188,864 | 12,827 | 2.31% | 3.22% | 10 | +13,930 | 7.96% | Q1 2026 | May 01, 2026 |
| West Wealth Group, LLC | History | Added to | 180,372 | 12,250 | 2.42% | 1.5% | 11 | +74,242 | 69.95% | Q1 2026 | May 11, 2026 |
| Vident Advisory, LLC | History | Added to | 168,597 | 11,451 | 0.1% | 0.1% | 12 | +12,007 | 7.67% | Q1 2026 | May 14, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 141,476 | 9,609 | 4.94% | 4.79% | 13 | +11,610 | 8.94% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | Reduced | 117,081 | 7,952 | 0.01% | 0.01% | 14 | -992 | -0.84% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 89,381 | 6,070 | 0.05% | 0.03% | 15 | +28,560 | 46.96% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 79,886 | 5,425 | 0.03% | 0.03% | 16 | +927 | 1.17% | Q1 2026 | May 04, 2026 |
| 5T Wealth, LLC | History | Added to | 76,527 | 5,197 | 2.05% | 1.84% | 17 | +8,818 | 13.02% | Q1 2026 | Apr 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 65,480 | 4,447 | 0.06% | 0.06% | 18 | +755 | 1.17% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 61,603 | 4,184 | 0.27% | 0.29% | 19 | -2,773 | -4.31% | Q1 2026 | Apr 15, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 60,248 | 4,092 | 0.25% | 0.28% | 20 | -542 | -0.89% | Q1 2026 | Apr 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 56,584 | 3,843 | 0.0% | 0.0% | 21 | +3,873 | 7.35% | Q1 2026 | May 15, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 53,942 | 3,663 | 0.92% | 0.69% | 22 | +14,186 | 35.68% | Q1 2026 | Apr 09, 2026 |
| Vise Technologies, Inc. | History | No change | 53,358 | 3,636 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 48,912 | 3,322 | 1.9% | 2.04% | 24 | +3,558 | 7.84% | Q1 2026 | May 14, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 48,587 | 3,300 | 0.16% | 0.16% | 25 | -512 | -1.04% | Q1 2026 | May 08, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 48,059 | 3,264 | 0.75% | 0.73% | 26 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| INTRUST BANK NA | History | Reduced | 45,825 | 3,112 | 0.25% | 0.28% | 27 | -4,014 | -8.05% | Q1 2026 | May 06, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 45,092 | 3,062 | 0.37% | 0.1% | 28 | +34,043 | 308.11% | Q1 2026 | Apr 08, 2026 |
| Skyline Advisors, Inc. | History | New | 43,418 | 2,948 | 1.03% | — | 29 | +43,418 | New | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Added to | 41,980 | 2,851 | 0.0% | 0.0% | 30 | +1,903 | 4.75% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 39,545 | 2,685 | 0.0% | 0.0% | 31 | +20,196 | 104.38% | Q1 2026 | May 15, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 38,770 | 2,633 | 0.36% | 4.33% | 32 | -399,019 | -91.14% | Q1 2026 | Apr 16, 2026 |
| Centennial Bank/AR/ | History | Added to | 38,575 | 2,620 | 0.94% | 0.99% | 33 | +2,142 | 5.88% | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 37,728 | 2,562 | 0.01% | — | 34 | +37,728 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 36,529 | 2,481 | 0.0% | 0.0% | 35 | -21,495 | -37.05% | Q1 2026 | May 05, 2026 |
| WIN ADVISORS, INC | History | New | 35,103 | 2,384 | 1.09% | — | 36 | +35,103 | New | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 34,631 | 2,352 | 0.0% | 0.0% | 37 | -11,210 | -24.45% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 29,905 | 2,242 | 0.15% | 0.14% | 38 | +1,838 | 6.55% | Q1 2026 | Apr 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 31,644 | 2,186 | 0.07% | 0.05% | 39 | +92 | 0.29% | Q1 2026 | Apr 08, 2026 |
| Hershey Financial Advisers, LLC | History | New | 31,956 | 2,170 | 1.87% | — | 40 | +31,956 | New | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 31,932 | 2,168 | 0.0% | 0.0% | 41 | +5,036 | 18.72% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,434 | 1,795 | 0.0% | 0.0% | 42 | +6,533 | 32.83% | Q1 2026 | May 15, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 24,532 | 1,666 | 0.34% | 0.29% | 43 | +3,554 | 16.94% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 22,907 | 1,555 | 0.03% | 0.03% | 44 | -2,058 | -8.24% | Q1 2026 | Apr 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 22,761 | 1,545 | 0.11% | — | 45 | +22,761 | New | Q1 2026 | Apr 20, 2026 |
| Composition Wealth, LLC | History | Reduced | 22,542 | 1,531 | 0.02% | 0.02% | 46 | -196 | -0.86% | Q1 2026 | Apr 08, 2026 |
| Belpointe Asset Management LLC | History | Added to | 22,290 | 1,513 | 0.06% | 0.05% | 47 | +2,251 | 11.23% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 21,103 | 1,433 | 0.0% | 0.0% | 48 | +3,185 | 17.78% | Q1 2026 | May 05, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 20,680 | 1,404 | 0.76% | 0.61% | 49 | +4,512 | 27.91% | Q1 2026 | May 12, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 20,623 | 1,400 | 0.11% | 0.32% | 50 | -40,742 | -66.39% | Q1 2026 | Apr 08, 2026 |
| Palumbo Wealth Management LLC | History | No change | 19,949 | 1,354 | 0.33% | 0.34% | 51 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,780 | 1,275 | 0.0% | 0.0% | 52 | -4,969 | -20.92% | Q1 2026 | May 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 17,677 | 1,200 | 0.02% | 0.02% | 53 | +544 | 3.18% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Reduced | 16,659 | 1,131 | 0.0% | 0.0% | 54 | -2,531 | -13.19% | Q1 2026 | May 15, 2026 |
| TSA Wealth Managment LLC | History | Added to | 16,359 | 1,111 | 0.36% | 0.37% | 55 | +4 | 0.02% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,214 | 1,033 | 0.0% | 0.0% | 56 | +1,420 | 10.29% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,635 | 993 | 0.01% | 0.01% | 57 | +422 | 2.97% | Q1 2026 | May 15, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 14,444 | 981 | 0.48% | 0.49% | 58 | +216 | 1.52% | Q1 2026 | Apr 22, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 14,114 | 958 | 0.49% | 0.46% | 59 | +904 | 6.84% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 13,967 | 948 | 0.01% | — | 60 | +13,967 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,917 | 945 | 0.0% | 0.0% | 61 | -357 | -2.5% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,981 | 882 | 0.0% | 0.0% | 62 | +1,086 | 9.13% | Q1 2026 | Apr 30, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 12,702 | 862 | 0.33% | 0.41% | 63 | -3,015 | -19.18% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 12,631 | 857 | 0.0% | 0.0% | 64 | +12,246 | 3180.78% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | New | 12,345 | 838 | 0.03% | — | 65 | +12,345 | New | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,001 | 747 | 0.0% | 0.0% | 66 | -279 | -2.47% | Q1 2026 | Apr 24, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 10,650 | 723 | 0.15% | 0.15% | 67 | +144 | 1.37% | Q1 2026 | May 05, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 9,820 | 666 | 0.08% | 0.08% | 68 | -221 | -2.2% | Q1 2026 | Apr 21, 2026 |
| GTS SECURITIES LLC | History | New | 9,304 | 631 | 0.02% | — | 69 | +9,304 | New | Q1 2026 | May 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 8,917 | 605 | 0.07% | 0.07% | 70 | +425 | 5.0% | Q1 2026 | May 04, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 8,698 | 590 | 0.08% | 0.07% | 71 | +802 | 10.16% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 8,665 | 588 | 0.07% | 0.07% | 72 | -3 | -0.03% | Q1 2026 | Apr 23, 2026 |
| Patten Group, Inc. | History | Added to | 8,335 | 566 | 0.1% | 0.1% | 73 | +534 | 6.85% | Q1 2026 | Apr 24, 2026 |
| Asempa Wealth Advisors | History | Added to | 8,003 | 550 | 0.48% | 0.44% | 74 | +440 | 5.82% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,945 | 540 | 0.01% | 0.01% | 75 | +616 | 8.4% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,731 | 525 | 0.0% | 0.0% | 76 | -445 | -5.44% | Q1 2026 | May 07, 2026 |
| Linscomb Wealth, Inc. | History | New | 7,420 | 503 | 0.02% | — | 77 | +7,420 | New | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,357 | 499 | 0.0% | — | 78 | +7,357 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | New | 7,283 | 494 | 0.0% | — | 79 | +7,283 | New | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | Added to | 7,216 | 490 | 0.13% | 0.15% | 80 | +273 | 3.93% | Q1 2026 | Apr 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 7,058 | 479 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Brightwater Advisory LLC | History | Reduced | 7,010 | 476 | 0.31% | 0.32% | 82 | -22 | -0.31% | Q1 2026 | Apr 30, 2026 |
| Midwest Trust Co | History | New | 6,286 | 426 | 0.01% | — | 83 | +6,286 | New | Q1 2026 | May 01, 2026 |
| MARSHALL WACE, LLP | History | New | 6,129 | 416 | 0.0% | — | 85 | +6,129 | New | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 6,138 | 416 | 0.06% | 0.06% | 84 | -10 | -0.16% | Q1 2026 | Apr 15, 2026 |
| MORGAN STANLEY | History | Reduced | 5,768 | 391 | 0.0% | 0.0% | 86 | -18,628 | -76.36% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 5,654 | 384 | 0.0% | 0.0% | 87 | +29 | 0.52% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 5,194 | 352 | 0.02% | — | 88 | +5,194 | New | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | Added to | 5,098 | 346 | 0.07% | 0.05% | 89 | +1,576 | 44.75% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,034 | 341 | 0.02% | 0.02% | 90 | -339 | -6.31% | Q1 2026 | Apr 09, 2026 |
| Castleview Partners, LLC | History | Added to | 4,960 | 336 | 0.17% | 0.16% | 91 | +175 | 3.66% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,803 | 326 | 0.0% | 0.0% | 92 | +1,072 | 28.73% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 4,778 | 324 | 0.0% | 0.0% | 93 | +1,460 | 44.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,698 | 319 | 0.0% | 0.0% | 94 | -464 | -8.99% | Q1 2026 | Apr 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 4,577 | 310 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 4,535 | 308 | 0.0% | 0.0% | 96 | -1,440 | -24.1% | Q1 2026 | May 13, 2026 |
| TBH Global Asset Management, LLC | History | New | 4,461 | 302 | 0.06% | — | 97 | +4,461 | New | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 4,353 | 295 | 0.01% | 0.0% | 98 | +821 | 23.24% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,320 | 293 | 0.0% | — | 99 | +4,320 | New | Q1 2026 | Apr 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,066 | 276 | 0.02% | 0.01% | 100 | +1,126 | 38.3% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Added to | 3,783 | 256 | 0.01% | 0.01% | 101 | +766 | 25.39% | Q1 2026 | May 15, 2026 |
| Burk Holdings LLC | History | No change | 3,770 | 256 | 0.11% | 0.12% | 102 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Detalus Advisors, LLC | History | Reduced | 3,716 | 252 | 0.06% | 0.07% | 103 | -230 | -5.83% | Q1 2026 | Apr 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,550 | 241 | 0.03% | 0.03% | 104 | +382 | 12.06% | Q1 2026 | May 05, 2026 |
| AWM CAPITAL, LLC | History | Added to | 3,468 | 235 | 0.02% | 0.02% | 105 | +7 | 0.2% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 3,273 | 222 | 0.0% | — | 106 | +3,273 | New | Q1 2026 | May 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 3,074 | 208 | 0.05% | — | 107 | +3,074 | New | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 3,031 | 205 | 0.0% | — | 108 | +3,031 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,002 | 203 | 0.0% | 0.0% | 109 | -22 | -0.73% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,928 | 198 | 0.0% | 0.0% | 110 | +1,124 | 62.31% | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,993 | 135 | 0.01% | — | 111 | +1,993 | New | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,930 | 131 | 0.0% | 0.0% | 112 | +1,125 | 139.75% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,671 | 114 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,675 | 110 | 0.0% | 0.0% | 114 | +988 | 143.81% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,487 | 101 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,450 | 98 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | No change | 1,268 | 87 | 0.02% | 0.03% | 117 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | No change | 1,274 | 86 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,083 | 73 | 0.0% | 0.0% | 119 | -22 | -1.99% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 868 | 58 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 781 | 53 | 0.0% | 0.0% | 121 | +417 | 114.56% | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 691 | 46 | 0.0% | 0.0% | 122 | +121 | 21.23% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 669 | 45 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 653 | 44 | 0.0% | — | 125 | +653 | New | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 650 | 44 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 6,030 | 39 | 0.0% | 0.0% | 126 | -354 | -5.55% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | No change | 500 | 33 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 467 | 31 | 0.0% | 0.0% | 128 | +90 | 23.87% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 352 | 23 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 331 | 22 | 0.0% | — | 130 | +331 | New | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 305 | 20 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 276 | 18 | 0.0% | 0.0% | 132 | -1,388 | -83.41% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 254 | 17 | 0.0% | — | 133 | +254 | New | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 239 | 16 | 0.0% | 0.0% | 134 | -343 | -58.93% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 179 | 12 | 0.0% | — | 136 | +179 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 179 | 12 | 0.0% | — | 137 | +179 | New | Q1 2026 | May 13, 2026 |
| Family Capital Trust Co | History | Added to | 184 | 12 | 0.0% | 0.0% | 135 | +64 | 53.33% | Q1 2026 | Apr 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 141 | 9 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | No change | 127 | 8 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 107 | 7 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 62 | 4 | 0.0% | — | 141 | +62 | New | Q1 2026 | May 19, 2026 |
| VANGUARD ADVISERS INC | History | New | 40 | 2 | 0.0% | — | 142 | +40 | New | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 27 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -60,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -41,504 | -100.0% | Q1 2026 | May 05, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,573 | -100.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,777 | -100.0% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,828 | -100.0% | Q1 2026 | May 18, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,118 | -100.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,817 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -778 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -210 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -101 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ATWOOD & PALMER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q1 2026 | Apr 15, 2026 |