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 | Added to | 12,246,694 | 860,360 | 1.17% | 1.22% | 1 | +350,687 | 2.95% | Q4 2025 | Jan 08, 2026 |
| Blue Trust, Inc. | History | Added to | 4,683,934 | 319,210 | 3.61% | 3.27% | 2 | +395,006 | 9.21% | Q4 2025 | Jan 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,109,250 | 75,595 | 0.52% | 0.5% | 3 | +112,669 | 11.31% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 577,984 | 39,389 | 0.0% | 0.0% | 4 | +47,365 | 8.93% | Q4 2025 | Feb 11, 2026 |
| Shore Point Advisors, LLC | History | Added to | 637,108 | 33,950 | 14.37% | 14.92% | 5 | +140,326 | 28.25% | Q4 2025 | Jan 23, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 437,789 | 29,835 | 4.33% | 4.43% | 6 | +3,154 | 0.73% | Q4 2025 | Jan 27, 2026 |
| LPL Financial LLC | History | Added to | 372,673 | 25,397 | 0.01% | 0.01% | 7 | +5,466 | 1.49% | Q4 2025 | Feb 11, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 174,934 | 11,921 | 3.22% | 3.28% | 8 | +11,494 | 7.03% | Q4 2025 | Feb 09, 2026 |
| Vident Advisory, LLC | History | Reduced | 156,590 | 10,671 | 0.1% | 0.11% | 9 | -5,742 | -3.54% | Q4 2025 | Feb 18, 2026 |
| Nova R Wealth, Inc. | History | Added to | 154,673 | 10,540 | 3.84% | 4.33% | 10 | +4,205 | 2.79% | Q4 2025 | Jan 14, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 132,981 | 9,062 | 1.91% | 2.23% | 11 | +7,443 | 5.93% | Q4 2025 | Feb 13, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 129,866 | 8,851 | 4.79% | 4.96% | 12 | -3,888 | -2.91% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Added to | 125,799 | 8,573 | 0.02% | 0.01% | 13 | +62,412 | 98.46% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 118,073 | 8,046 | 0.01% | 0.0% | 14 | +107,665 | 1034.44% | Q4 2025 | Mar 09, 2026 |
| West Wealth Group, LLC | History | Added to | 106,130 | 7,232 | 1.5% | 1.5% | 15 | +7,711 | 7.83% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Reduced | 78,959 | 5,381 | 0.03% | 0.03% | 16 | -2,765 | -3.38% | Q4 2025 | Feb 10, 2026 |
| 5T Wealth, LLC | History | Added to | 67,709 | 4,614 | 1.84% | 1.97% | 17 | +1,205 | 1.81% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 64,725 | 4,411 | 0.06% | 0.06% | 18 | +4,149 | 6.85% | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 64,376 | 4,387 | 0.29% | 0.3% | 19 | +126 | 0.2% | Q4 2025 | Jan 23, 2026 |
| First Heartland Consultants, Inc. | History | New | 61,365 | 4,182 | 0.32% | — | 20 | +61,365 | New | Q4 2025 | Jan 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 60,821 | 4,144 | 0.03% | 0.04% | 21 | -7,417 | -10.87% | Q4 2025 | Feb 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 60,790 | 4,142 | 0.28% | 0.3% | 22 | -1,832 | -2.93% | Q4 2025 | Jan 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 60,400 | 4,116 | 0.01% | — | 23 | +60,400 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 58,024 | 3,954 | 0.0% | 0.0% | 24 | -2,724 | -4.48% | Q4 2025 | Feb 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 53,358 | 3,636 | 0.07% | 0.05% | 25 | +34,937 | 189.66% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 52,711 | 3,592 | 0.0% | 0.0% | 26 | +5,596 | 11.88% | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 49,099 | 3,462 | 0.16% | 0.17% | 27 | -1,304 | -2.59% | Q4 2025 | Feb 09, 2026 |
| INTRUST BANK NA | History | Reduced | 49,839 | 3,396 | 0.28% | 0.29% | 28 | -987 | -1.94% | Q4 2025 | Feb 06, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 48,059 | 3,275 | 0.73% | 0.74% | 29 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 45,841 | 3,124 | 0.0% | — | 30 | +45,841 | New | Q4 2025 | Feb 17, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 45,354 | 3,090 | 2.04% | 2.04% | 31 | +790 | 1.77% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 41,504 | 2,828 | 0.03% | 0.02% | 32 | +9,405 | 29.3% | Q4 2025 | Feb 05, 2026 |
| Cetera Investment Advisers | History | Added to | 40,077 | 2,731 | 0.0% | 0.0% | 33 | +1,219 | 3.14% | Q4 2025 | Feb 17, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 39,756 | 2,709 | 0.69% | 0.73% | 34 | -709 | -1.75% | Q4 2025 | Jan 23, 2026 |
| Centennial Bank/AR/ | History | Reduced | 36,433 | 2,482 | 0.99% | 1.2% | 35 | -8,643 | -19.17% | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 31,552 | 2,186 | 0.05% | 0.05% | 36 | +1,682 | 5.63% | Q4 2025 | Jan 08, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 28,067 | 1,912 | 0.14% | 0.1% | 37 | +7,993 | 39.82% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 26,896 | 1,832 | 0.0% | 0.0% | 38 | +8,031 | 42.57% | Q4 2025 | Feb 18, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 24,965 | 1,701 | 0.03% | 0.04% | 39 | -724 | -2.82% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 24,396 | 1,662 | 0.0% | 0.0% | 40 | +17,251 | 241.44% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,749 | 1,618 | 0.0% | 0.0% | 41 | +7,338 | 44.71% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 22,738 | 1,549 | 0.02% | 0.02% | 42 | -1,351 | -5.61% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Added to | 21,573 | 1,470 | 0.06% | 0.07% | 43 | +472 | 2.24% | Q4 2025 | Feb 10, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 20,978 | 1,429 | 0.29% | 0.29% | 44 | +588 | 2.88% | Q4 2025 | Jan 15, 2026 |
| Belpointe Asset Management LLC | History | Added to | 20,039 | 1,365 | 0.05% | 0.04% | 45 | +3,887 | 24.07% | Q4 2025 | Jan 27, 2026 |
| Palumbo Wealth Management LLC | History | New | 19,949 | 1,359 | 0.34% | — | 46 | +19,949 | New | Q4 2025 | Jan 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 19,901 | 1,356 | 0.0% | 0.0% | 47 | +10,508 | 111.87% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 19,349 | 1,318 | 0.0% | — | 48 | +19,349 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,190 | 1,307 | 0.0% | 0.0% | 49 | +3,734 | 24.16% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 17,918 | 1,221 | 0.0% | 0.0% | 50 | -1,327 | -6.9% | Q4 2025 | Jan 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 17,133 | 1,167 | 0.02% | 0.02% | 51 | -600 | -3.38% | Q4 2025 | Jan 16, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 16,355 | 1,114 | 0.37% | 0.38% | 52 | -8 | -0.05% | Q4 2025 | Jan 22, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 16,168 | 1,101 | 0.61% | — | 53 | +16,168 | New | Q4 2025 | Feb 17, 2026 |
| Gallacher Capital Management LLC | History | Added to | 15,717 | 1,071 | 0.41% | 0.42% | 54 | +146 | 0.94% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 14,274 | 972 | 0.0% | 0.0% | 55 | +5,751 | 67.48% | Q4 2025 | Feb 12, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 14,228 | 969 | 0.49% | 0.52% | 56 | -2 | -0.01% | Q4 2025 | Feb 02, 2026 |
| Advisory Services Network, LLC | History | Reduced | 14,213 | 968 | 0.01% | 0.01% | 57 | -397 | -2.72% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,794 | 940 | 0.0% | 0.0% | 58 | -848 | -5.79% | Q4 2025 | Feb 17, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 13,210 | 900 | 0.46% | 0.46% | 59 | +650 | 5.18% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,895 | 811 | 0.0% | 0.0% | 60 | +2,743 | 29.97% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 11,280 | 768 | 0.0% | 0.0% | 61 | -289 | -2.5% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 11,049 | 752 | 0.1% | — | 62 | +11,049 | New | Q4 2025 | Jan 27, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 10,506 | 715 | 0.15% | 0.15% | 63 | +460 | 4.58% | Q4 2025 | Jan 29, 2026 |
| One Wealth Advisors, LLC | History | Added to | 10,041 | 684 | 0.08% | 0.07% | 64 | +2,074 | 26.03% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 9,777 | 666 | 0.01% | — | 65 | +9,777 | New | Q4 2025 | Feb 18, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,828 | 602 | 0.03% | 0.03% | 66 | +223 | 2.59% | Q4 2025 | Feb 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 8,668 | 590 | 0.07% | 0.07% | 67 | +229 | 2.71% | Q4 2025 | Jan 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 8,492 | 578 | 0.07% | 0.07% | 68 | +534 | 6.71% | Q4 2025 | Jan 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,176 | 557 | 0.0% | 0.0% | 69 | +2,637 | 47.61% | Q4 2025 | Feb 10, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 7,896 | 538 | 0.07% | 0.07% | 70 | +103 | 1.32% | Q4 2025 | Jan 07, 2026 |
| Patten Group, Inc. | History | Reduced | 7,801 | 531 | 0.1% | 0.11% | 71 | -373 | -4.56% | Q4 2025 | Jan 23, 2026 |
| Asempa Wealth Advisors | History | New | 7,563 | 515 | 0.44% | — | 72 | +7,563 | New | Q4 2025 | Jan 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,329 | 500 | 0.01% | 0.01% | 73 | +411 | 5.94% | Q4 2025 | Feb 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 7,058 | 481 | 0.02% | 0.02% | 74 | -56 | -0.79% | Q4 2025 | Jan 12, 2026 |
| Brightwater Advisory LLC | History | Reduced | 7,032 | 479 | 0.32% | 0.35% | 75 | -535 | -7.07% | Q4 2025 | Feb 12, 2026 |
| Able Wealth Management LLC | History | Reduced | 6,943 | 473 | 0.15% | 0.26% | 76 | -3,390 | -32.81% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,384 | 435 | 0.0% | 0.0% | 77 | +5,891 | 1194.93% | Q4 2025 | Feb 18, 2026 |
| Cypress Wealth Services, LLC | History | No change | 6,148 | 418 | 0.06% | 0.07% | 78 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | New | 5,975 | 407 | 0.0% | — | 79 | +5,975 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 5,625 | 383 | 0.0% | 0.0% | 80 | -323 | -5.43% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 5,373 | 366 | 0.02% | 0.02% | 81 | -1 | -0.02% | Q4 2025 | Jan 20, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,162 | 352 | 0.0% | 0.0% | 82 | -280 | -5.15% | Q4 2025 | Feb 11, 2026 |
| Castleview Partners, LLC | History | Added to | 4,785 | 326 | 0.16% | 0.17% | 83 | +259 | 5.72% | Q4 2025 | Jan 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 4,577 | 311 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Detalus Advisors, LLC | History | Added to | 3,946 | 268 | 0.07% | 0.06% | 85 | +248 | 6.71% | Q4 2025 | Feb 03, 2026 |
| Burk Holdings LLC | History | No change | 3,770 | 256 | 0.12% | 0.14% | 86 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,731 | 254 | 0.0% | — | 87 | +3,731 | New | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | Reduced | 3,522 | 240 | 0.05% | 0.08% | 88 | -630 | -15.17% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,532 | 240 | 0.0% | 0.01% | 89 | +56 | 1.61% | Q4 2025 | Feb 03, 2026 |
| AWM CAPITAL, LLC | History | Added to | 3,461 | 235 | 0.02% | 0.02% | 90 | +8 | 0.23% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 3,318 | 226 | 0.0% | 0.0% | 91 | -900 | -21.34% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 3,168 | 215 | 0.03% | — | 92 | +3,168 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,118 | 212 | 0.0% | 0.0% | 93 | -1,294 | -29.33% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 3,024 | 206 | 0.0% | — | 94 | +3,024 | New | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | New | 3,017 | 205 | 0.01% | — | 95 | +3,017 | New | Q4 2025 | Jan 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 2,940 | 200 | 0.01% | — | 96 | +2,940 | New | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Reduced | 1,817 | 123 | 0.0% | 0.0% | 97 | -731 | -28.69% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,804 | 122 | 0.0% | 0.0% | 98 | +130 | 7.77% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,664 | 113 | 0.0% | 0.0% | 99 | +32 | 1.96% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,671 | 113 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | No change | 1,487 | 101 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,450 | 98 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | No change | 1,274 | 86 | 0.0% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | No change | 1,268 | 86 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,105 | 75 | 0.0% | 0.0% | 105 | -15 | -1.34% | Q4 2025 | Feb 06, 2026 |
| HHM Wealth Advisors, LLC | History | Added to | 868 | 59 | 0.01% | 0.01% | 106 | +3 | 0.35% | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD BANCORP | History | No change | 805 | 54 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 778 | 53 | 0.0% | — | 108 | +778 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 687 | 47 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 669 | 45 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 650 | 44 | 0.01% | 0.02% | 111 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 582 | 39 | 0.0% | 0.0% | 112 | -320 | -35.48% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 570 | 38 | 0.0% | — | 113 | +570 | New | Q4 2025 | Feb 12, 2026 |
| Arlington Trust Co LLC | History | No change | 500 | 34 | 0.0% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Added to | 385 | 26 | 0.0% | 0.0% | 115 | +264 | 218.18% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 377 | 25 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 364 | 24 | 0.0% | 0.0% | 117 | +13 | 3.7% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 352 | 23 | 0.0% | — | 118 | +352 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 305 | 20 | 0.0% | 0.0% | 119 | -1 | -0.33% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 210 | 14 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | New | 133 | 9 | 0.0% | — | 122 | +133 | New | Q4 2025 | Mar 16, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 141 | 9 | 0.0% | 0.0% | 121 | +1 | 0.71% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 127 | 8 | 0.0% | — | 124 | +126 | 12600.0% | Q4 2025 | Jan 23, 2026 |
| Family Capital Trust Co | History | New | 120 | 8 | 0.0% | — | 123 | +120 | New | Q4 2025 | Jan 27, 2026 |
| Bare Financial Services, Inc | History | No change | 123 | 8 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 106 | 7 | 0.0% | — | 126 | +106 | New | Q4 2025 | Feb 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 101 | 7 | 0.01% | — | 128 | +101 | New | Q4 2025 | Feb 12, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 107 | 7 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ATWOOD & PALMER INC | History | New | 47 | 3 | 0.0% | — | 129 | +47 | New | Q4 2025 | Jan 28, 2026 |
| Spire Wealth Management | History | No change | 27 | 1 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -59,886 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Elevation Capital Advisory, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -36,993 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -35,865 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,093 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,849 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hershey Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -7,322 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -4,261 | -100.0% | Q3 2025 | Oct 17, 2025 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,843 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Nov 10, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Goodman Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 30, 2025 |