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 | 9,685,375 | 809,024 | 1.35% | 1.28% | 1 | +561,020 | 6.15% | Q2 2026 | Jul 15, 2026 |
| Blue Trust, Inc. | History | Added to | 4,811,325 | 411,175 | 4.31% | 3.71% | 2 | +43,879 | 0.92% | Q2 2026 | Jul 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,421,610 | 121,490 | 0.73% | 0.55% | 3 | +159,690 | 12.65% | Q2 2026 | Aug 17, 2026 |
| LPL Financial LLC | History | Added to | 838,538 | 71,661 | 0.02% | 0.01% | 4 | +424,222 | 102.39% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 770,814 | 65,044 | 0.0% | 0.0% | 5 | +13,087 | 1.73% | Q2 2026 | Aug 12, 2026 |
| Shore Point Advisors, LLC | History | Added to | 701,536 | 44,019 | 15.06% | 13.65% | 6 | +44,423 | 6.76% | Q2 2026 | Jul 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 386,525 | 33,032 | 0.13% | 0.01% | 7 | +348,797 | 924.5% | Q2 2026 | Aug 11, 2026 |
| Nova R Wealth, Inc. | History | Added to | 249,662 | 21,336 | 6.22% | 5.27% | 8 | +6,673 | 2.75% | Q2 2026 | Jul 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 236,029 | 20,171 | 3.46% | 3.19% | 9 | -2,919 | -1.22% | Q2 2026 | Aug 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 206,445 | 16,961 | 2.1% | 2.31% | 10 | +17,581 | 9.31% | Q2 2026 | Jul 24, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | New | 172,574 | 14,748 | 1.5% | — | 11 | +172,574 | New | Q2 2026 | Jul 31, 2026 |
| Vident Advisory, LLC | History | Added to | 172,407 | 14,733 | 0.11% | 0.1% | 12 | +3,810 | 2.26% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 191,103 | 12,979 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| West Wealth Group, LLC | History | Reduced | 141,345 | 12,079 | 1.98% | 2.42% | 14 | -39,027 | -21.64% | Q2 2026 | Aug 06, 2026 |
| Cassia Capital Partners, LLC | History | Reduced | 137,154 | 11,714 | 5.68% | 4.94% | 15 | -4,322 | -3.05% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | Reduced | 109,331 | 9,343 | 0.01% | 0.01% | 16 | -7,750 | -6.62% | Q2 2026 | Aug 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 89,189 | 7,622 | 0.09% | 0.07% | 17 | +35,831 | 67.15% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | Reduced | 79,317 | 6,778 | 0.02% | 0.03% | 18 | -569 | -0.71% | Q2 2026 | Aug 10, 2026 |
| 5T Wealth, LLC | History | Reduced | 76,463 | 6,534 | 2.43% | 2.05% | 19 | -64 | -0.08% | Q2 2026 | Jul 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 72,702 | 6,213 | 0.69% | 0.37% | 20 | +27,610 | 61.23% | Q2 2026 | Jul 22, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 67,756 | 5,790 | 0.07% | 0.06% | 21 | +2,276 | 3.48% | Q2 2026 | Aug 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 65,000 | 5,554 | 0.04% | 0.05% | 22 | -24,381 | -27.28% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 57,709 | 4,931 | 0.26% | 0.25% | 23 | -2,539 | -4.21% | Q2 2026 | Jul 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 57,242 | 4,891 | 0.28% | 0.27% | 24 | -4,361 | -7.08% | Q2 2026 | Jul 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 53,517 | 4,573 | 0.0% | 0.0% | 25 | -3,067 | -5.42% | Q2 2026 | Aug 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 53,016 | 4,530 | 1.01% | 0.92% | 26 | -926 | -1.72% | Q2 2026 | Jul 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 52,230 | 4,463 | 0.27% | 0.11% | 27 | +29,469 | 129.47% | Q2 2026 | Aug 07, 2026 |
| Delos Wealth Advisors, LLC | History | Added to | 49,831 | 4,258 | 2.18% | 1.9% | 28 | +919 | 1.88% | Q2 2026 | Aug 14, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 48,059 | 4,107 | 0.77% | 0.75% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Skyline Advisors, Inc. | History | Added to | 46,516 | 3,975 | 1.25% | 1.03% | 30 | +3,098 | 7.14% | Q2 2026 | Jul 20, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 44,933 | 3,839 | 0.17% | 0.16% | 31 | -3,654 | -7.52% | Q2 2026 | Aug 24, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 44,206 | 3,777 | 0.11% | — | 32 | +44,206 | New | Q2 2026 | Jul 17, 2026 |
| INTRUST BANK NA | History | Reduced | 44,002 | 3,760 | 0.28% | 0.25% | 33 | -1,823 | -3.98% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 41,528 | 3,548 | 0.0% | 0.0% | 34 | -452 | -1.08% | Q2 2026 | Aug 12, 2026 |
| Centennial Bank/AR/ | History | Added to | 38,890 | 3,323 | 1.07% | 0.94% | 35 | +315 | 0.82% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 37,766 | 3,227 | 0.0% | 0.0% | 36 | +3,135 | 9.05% | Q2 2026 | Aug 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 35,647 | 3,046 | 0.38% | 0.36% | 37 | -3,123 | -8.06% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 34,257 | 2,927 | 0.0% | 0.0% | 38 | -2,272 | -6.22% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 32,942 | 2,815 | 0.0% | 0.0% | 39 | +1,010 | 3.16% | Q2 2026 | Aug 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 32,236 | 2,707 | 0.07% | 0.07% | 40 | +592 | 1.87% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,299 | 2,589 | 0.0% | 0.0% | 41 | +3,865 | 14.62% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 29,288 | 2,502 | 0.0% | 0.0% | 42 | +12,629 | 75.81% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 26,836 | 2,293 | 0.07% | 0.06% | 43 | +4,546 | 20.39% | Q2 2026 | Jul 31, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 26,761 | 2,226 | 0.15% | 0.15% | 44 | -3,144 | -10.51% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,090 | 2,144 | 0.0% | 0.0% | 45 | +11,173 | 80.28% | Q2 2026 | Jul 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 24,992 | 2,135 | 0.0% | 0.0% | 46 | +3,889 | 18.43% | Q2 2026 | Aug 07, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 23,514 | 2,009 | 1.44% | 1.87% | 47 | -8,442 | -26.42% | Q2 2026 | Aug 11, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 23,303 | 1,991 | 0.34% | 0.34% | 48 | -1,229 | -5.01% | Q2 2026 | Jul 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 22,445 | 1,918 | 0.0% | 0.0% | 49 | +3,665 | 19.52% | Q2 2026 | Sep 23, 2026 |
| Composition Wealth, LLC | History | Reduced | 21,891 | 1,870 | 0.02% | 0.02% | 50 | -651 | -2.89% | Q2 2026 | Jul 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 21,440 | 1,832 | 0.03% | 0.03% | 51 | -1,467 | -6.4% | Q2 2026 | Jul 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,818 | 1,779 | 0.0% | 0.0% | 52 | -18,727 | -47.36% | Q2 2026 | Aug 14, 2026 |
| J HAGAN CAPITAL, INC. | History | Reduced | 20,677 | 1,767 | 0.82% | 0.76% | 53 | -3 | -0.01% | Q2 2026 | Aug 14, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 20,041 | 1,712 | 0.36% | 0.33% | 54 | +92 | 0.46% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 19,866 | 1,697 | 0.02% | 0.02% | 55 | +2,189 | 12.38% | Q2 2026 | Jul 14, 2026 |
| IFG Advisory, LLC | History | New | 18,951 | 1,619 | 0.06% | — | 56 | +18,951 | New | Q2 2026 | Aug 13, 2026 |
| Contango Wealth Management LLC | History | No change | 19,967 | 1,356 | 1.58% | 1.58% | 57 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 15,669 | 1,339 | 0.6% | 0.49% | 58 | +1,555 | 11.02% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 14,560 | 1,244 | 0.01% | 0.01% | 59 | -75 | -0.51% | Q2 2026 | Aug 12, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 14,220 | 1,215 | 0.52% | 0.48% | 60 | -224 | -1.55% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,080 | 1,203 | 0.0% | 0.0% | 61 | -1,134 | -7.45% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 13,350 | 1,140 | 0.01% | 0.01% | 62 | -617 | -4.42% | Q2 2026 | Sep 08, 2026 |
| AE Wealth Management LLC | History | Added to | 12,887 | 1,101 | 0.01% | 0.0% | 63 | +256 | 2.03% | Q2 2026 | Aug 03, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 12,714 | 1,086 | 0.31% | 0.36% | 64 | -3,645 | -22.28% | Q2 2026 | Aug 03, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,038 | 1,028 | 0.0% | 0.0% | 65 | +1,037 | 9.43% | Q2 2026 | Jul 27, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 11,562 | 988 | 0.06% | 0.11% | 66 | -9,061 | -43.94% | Q2 2026 | Jul 08, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 10,834 | 925 | 0.52% | 0.33% | 67 | -1,868 | -14.71% | Q2 2026 | Jul 16, 2026 |
| Triumph Capital Management | History | Added to | 10,784 | 921 | 0.17% | 0.07% | 68 | +5,686 | 111.53% | Q2 2026 | Jul 20, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 10,085 | 861 | 0.04% | 0.02% | 69 | +2,665 | 35.92% | Q2 2026 | Jul 31, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 9,996 | 854 | 0.16% | 0.15% | 70 | -654 | -6.14% | Q2 2026 | Jul 30, 2026 |
| Elevation Capital Advisory, LLC | History | New | 9,802 | 837 | 0.32% | — | 71 | +9,802 | New | Q2 2026 | Jul 27, 2026 |
| GTS SECURITIES LLC | History | Added to | 9,567 | 817 | 0.02% | 0.02% | 72 | +263 | 2.83% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Group, LLC/CA | History | New | 9,337 | 797 | 0.11% | — | 73 | +9,337 | New | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,946 | 764 | 0.0% | 0.0% | 74 | +2,423 | 37.15% | Q2 2026 | Aug 12, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 8,520 | 728 | 0.08% | 0.08% | 75 | -1,300 | -13.24% | Q2 2026 | Aug 06, 2026 |
| Patten Group, Inc. | History | No change | 8,335 | 712 | 0.11% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asempa Wealth Advisors | History | Added to | 8,127 | 694 | 0.52% | 0.48% | 77 | +124 | 1.55% | Q2 2026 | Jul 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,860 | 671 | 0.0% | 0.0% | 78 | +503 | 6.84% | Q2 2026 | Aug 14, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 7,750 | 662 | 0.08% | 0.08% | 79 | -948 | -10.9% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,733 | 660 | 0.0% | 0.0% | 80 | +2 | 0.03% | Q2 2026 | Aug 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 7,417 | 634 | 0.01% | 0.01% | 81 | -528 | -6.65% | Q2 2026 | Jul 15, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 7,407 | 633 | 0.07% | 0.07% | 82 | -1,510 | -16.93% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | No change | 7,283 | 622 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 7,058 | 603 | 0.01% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Brightwater Advisory LLC | History | No change | 7,010 | 599 | 0.38% | 0.31% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 6,722 | 574 | 0.05% | 0.07% | 86 | -1,943 | -22.42% | Q2 2026 | Jul 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,485 | 553 | 0.0% | 0.0% | 87 | +4,814 | 288.09% | Q2 2026 | Jul 17, 2026 |
| Midwest Trust Co | History | No change | 6,286 | 537 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,045 | 516 | 0.0% | 0.0% | 89 | +1,242 | 25.86% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 5,881 | 502 | 0.0% | 0.0% | 90 | +227 | 4.01% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,744 | 490 | 0.0% | 0.0% | 91 | +1,424 | 32.96% | Q2 2026 | Jul 27, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 5,725 | 489 | 0.02% | 0.02% | 92 | +1,659 | 40.8% | Q2 2026 | Aug 11, 2026 |
| Castleview Partners, LLC | History | Added to | 5,174 | 442 | 0.19% | 0.17% | 93 | +214 | 4.31% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | Reduced | 5,154 | 440 | 0.0% | 0.0% | 94 | -614 | -10.64% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,030 | 430 | 0.0% | 0.0% | 95 | +332 | 7.07% | Q2 2026 | Aug 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 5,034 | 430 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Able Wealth Management LLC | History | Reduced | 5,030 | 429 | 0.1% | 0.13% | 97 | -2,186 | -30.29% | Q2 2026 | Jul 29, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 5,010 | 428 | 0.08% | 0.06% | 98 | +549 | 12.31% | Q2 2026 | Aug 05, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 4,980 | 425 | 0.05% | 0.06% | 99 | -1,158 | -18.87% | Q2 2026 | Jul 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 4,864 | 415 | 0.0% | — | 100 | +4,864 | New | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 4,577 | 391 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | Reduced | 4,517 | 386 | 0.0% | 0.0% | 102 | -18 | -0.4% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 4,409 | 376 | 0.01% | — | 103 | +4,409 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Reduced | 4,363 | 372 | 0.0% | 0.0% | 104 | -415 | -8.69% | Q2 2026 | Aug 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 4,287 | 366 | 0.06% | 0.05% | 105 | +1,213 | 39.46% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 3,912 | 334 | 0.01% | 0.01% | 106 | -441 | -10.13% | Q2 2026 | Jul 31, 2026 |
| Burk Holdings LLC | History | No change | 3,770 | 322 | 0.12% | 0.11% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,750 | 320 | 0.0% | 0.0% | 108 | +822 | 28.07% | Q2 2026 | Aug 13, 2026 |
| Zhang Financial LLC | History | Reduced | 3,616 | 309 | 0.01% | 0.03% | 109 | -8,729 | -70.71% | Q2 2026 | Jul 30, 2026 |
| AWM CAPITAL, LLC | History | Added to | 3,474 | 296 | 0.02% | 0.02% | 110 | +6 | 0.17% | Q2 2026 | Jul 31, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 3,317 | 283 | 0.0% | — | 111 | +3,317 | New | Q2 2026 | Aug 07, 2026 |
| Ascent Group, LLC | History | Reduced | 3,298 | 281 | 0.01% | 0.01% | 112 | -485 | -12.82% | Q2 2026 | Aug 03, 2026 |
| Detalus Advisors, LLC | History | Reduced | 3,218 | 275 | 0.05% | 0.06% | 113 | -498 | -13.4% | Q2 2026 | Jul 27, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 3,208 | 274 | 0.0% | — | 115 | +3,208 | New | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,216 | 274 | 0.0% | 0.0% | 114 | -57 | -1.74% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,103 | 265 | 0.0% | — | 116 | +3,103 | New | Q2 2026 | Jul 28, 2026 |
| Summit Trail Advisors, LLC | History | New | 3,068 | 262 | 0.0% | — | 117 | +3,068 | New | Q2 2026 | Aug 11, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 3,047 | 260 | 0.03% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 2,980 | 255 | 0.01% | — | 119 | +2,980 | New | Q2 2026 | Aug 14, 2026 |
| Vertex Planning Partners, LLC | History | New | 2,711 | 231 | 0.03% | — | 120 | +2,711 | New | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Network Inc. | History | New | 2,690 | 229 | 0.06% | — | 121 | +2,690 | New | Q2 2026 | Jul 20, 2026 |
| Cresset Asset Management, LLC | History | New | 2,553 | 218 | 0.0% | — | 122 | +2,553 | New | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | New | 2,502 | 213 | 0.0% | — | 123 | +2,502 | New | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | New | 2,472 | 211 | 0.0% | — | 124 | +2,472 | New | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,457 | 209 | 0.0% | 0.0% | 125 | -545 | -18.15% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,426 | 207 | 0.0% | 0.0% | 126 | +2,150 | 778.99% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 2,407 | 205 | 0.0% | — | 127 | +2,407 | New | Q2 2026 | Jul 21, 2026 |
| MONEYWISE, INC. | History | New | 2,373 | 202 | 0.08% | — | 128 | +2,373 | New | Q2 2026 | Jul 21, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 1,952 | 166 | 0.01% | 0.01% | 129 | -41 | -2.06% | Q2 2026 | Jul 16, 2026 |
| Rossby Financial, LCC | History | Added to | 1,913 | 163 | 0.03% | 0.02% | 130 | +645 | 50.87% | Q2 2026 | Aug 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,675 | 141 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,450 | 123 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gleason Group, Inc. | History | New | 1,286 | 109 | 0.01% | — | 133 | +1,286 | New | Q2 2026 | Jul 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,125 | 96 | 0.0% | 0.0% | 134 | -805 | -41.71% | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 1,012 | 86 | 0.0% | — | 135 | +1,012 | New | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,004 | 85 | 0.0% | 0.0% | 136 | -79 | -7.29% | Q2 2026 | Aug 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 868 | 74 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 776 | 66 | 0.0% | 0.0% | 138 | -5 | -0.64% | Q2 2026 | Jul 20, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 768 | 65 | 0.03% | 0.0% | 139 | +589 | 329.05% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 691 | 59 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 650 | 56 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 653 | 55 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | New | 590 | 50 | 0.0% | — | 143 | +590 | New | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 544 | 46 | 0.02% | — | 144 | +544 | New | Q2 2026 | Aug 13, 2026 |
| Arlington Trust Co LLC | History | No change | 500 | 42 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Trust Asset Management, LLC | History | New | 409 | 34 | 0.01% | — | 146 | +409 | New | Q2 2026 | Aug 03, 2026 |
| UBS Group AG | History | New | 369 | 31 | 0.0% | — | 147 | +369 | New | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 263 | 22 | 0.0% | 0.0% | 148 | -204 | -43.68% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | Added to | 248 | 21 | 0.0% | 0.0% | 149 | +121 | 95.28% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | Reduced | 180 | 15 | 0.0% | 0.0% | 152 | -172 | -48.86% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 185 | 15 | 0.0% | 0.0% | 150 | -54 | -22.59% | Q2 2026 | Aug 12, 2026 |
| Family Capital Trust Co | History | No change | 184 | 15 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 169 | 14 | 0.0% | 0.0% | 153 | -10 | -5.59% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 141 | 12 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 107 | 9 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 90 | 7 | 0.0% | — | 156 | +90 | New | Q2 2026 | Jul 14, 2026 |
| Key FInancial Inc | History | New | 65 | 5 | 0.0% | — | 157 | +65 | New | Q2 2026 | Jul 24, 2026 |
| VANGUARD ADVISERS INC | History | No change | 40 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Reduced | 19 | 1 | 0.0% | 0.0% | 159 | -8 | -29.63% | Q2 2026 | Jul 15, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 1.09% | — | -35,103 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,981 | -100.0% | Q2 2026 | Jul 27, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,129 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,194 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -3,550 | -100.0% | Q2 2026 | Jul 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,031 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,274 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.02% | — | -669 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -331 | -100.0% | Q2 2026 | Aug 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -254 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Jul 22, 2026 |