J.P. Morgan Exchange-Traded Fund Trust - JMTG
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 | 48,784,969 | 2,481,203 | 0.16% | 0.13% | 1 | +8,271,650 | 20.42% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 14,321,564 | 730,399 | 0.05% | 0.05% | 2 | -274,973 | -1.88% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 9,745,400 | 497,015 | 8.01% | 7.82% | 3 | +672,967 | 7.42% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 5,564,383 | 283,783 | 0.02% | 0.02% | 4 | -956,933 | -14.67% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 4,776,890 | 243,621 | 0.06% | 0.07% | 5 | -238,024 | -4.75% | Q1 2026 | May 06, 2026 |
| Hamilton Capital, LLC | History | Added to | 3,798,327 | 193,714 | 10.04% | 9.32% | 6 | +148,413 | 4.07% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,573,357 | 182,296 | 0.04% | 0.06% | 7 | -1,538,115 | -30.09% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 3,346,040 | 170,648 | 0.58% | 0.69% | 8 | -889,752 | -21.01% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,860,571 | 94,721 | 0.19% | 0.21% | 9 | -1,112,425 | -37.42% | Q1 2026 | Apr 08, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 1,725,651 | 88,008 | 3.89% | 3.13% | 10 | +360,957 | 26.45% | Q1 2026 | Apr 09, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 1,573,528 | 80,249 | 0.65% | — | 11 | +1,573,528 | New | Q1 2026 | May 01, 2026 |
| BAILARD, INC. | History | Added to | 1,456,163 | 74,264 | 1.71% | 1.64% | 12 | +5,659 | 0.39% | Q1 2026 | May 11, 2026 |
| Avalon Trust Co | History | Added to | 1,337,102 | 68,192 | 4.7% | 4.4% | 13 | +5,678 | 0.43% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,016,192 | 51,825 | 0.09% | 0.1% | 14 | +30,437 | 3.09% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 998,266 | 50,911 | 0.19% | 0.19% | 15 | +88,838 | 9.77% | Q1 2026 | Apr 30, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 978,758 | 49,910 | 6.71% | 6.37% | 16 | -9,839 | -1.0% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 978,036 | 49,879 | 0.03% | 0.02% | 17 | +168,443 | 20.81% | Q1 2026 | Apr 30, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 965,974 | 49,322 | 6.52% | 6.52% | 18 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 900,978 | 45,949 | 2.65% | 2.16% | 19 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 889,486 | 45,363 | 0.44% | 0.44% | 20 | +12,150 | 1.38% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 871,411 | 44,442 | 0.11% | 0.11% | 21 | +33,624 | 4.01% | Q1 2026 | Apr 30, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 841,662 | 42,924 | 1.46% | 1.26% | 22 | +103,648 | 14.04% | Q1 2026 | May 07, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 819,602 | 41,799 | 2.02% | 1.92% | 23 | +10,116 | 1.25% | Q1 2026 | Apr 09, 2026 |
| Bill Few Associates, Inc. | History | Added to | 776,776 | 39,615 | 9.49% | 9.52% | 24 | +18,242 | 2.4% | Q1 2026 | Apr 08, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 731,209 | 37,291 | 4.14% | 3.03% | 25 | +193,267 | 35.93% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Added to | 674,922 | 34,421 | 0.61% | 0.45% | 26 | +170,062 | 33.68% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 664,545 | 33,891 | 0.01% | 0.01% | 27 | -24,775 | -3.59% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 615,239 | 31,377 | 2.59% | 0.17% | 28 | +576,579 | 1491.41% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 611,824 | 31,245 | 8.55% | 8.89% | 29 | +30,460 | 5.24% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 558,295 | 28,473 | 0.15% | 0.14% | 30 | +64,127 | 12.98% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 545,471 | 27,819 | 0.03% | 0.03% | 31 | +40,803 | 8.09% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 528,194 | 26,937 | 0.01% | 0.0% | 32 | +44,858 | 9.28% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 499,767 | 25,488 | 0.01% | 0.0% | 33 | +186,690 | 59.63% | Q1 2026 | May 04, 2026 |
| FARMERS TRUST CO | History | Added to | 488,983 | 24,938 | 3.91% | 3.93% | 34 | +17,086 | 3.62% | Q1 2026 | Apr 07, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 467,791 | 23,857 | 3.21% | 3.72% | 35 | -79,689 | -14.56% | Q1 2026 | Apr 07, 2026 |
| HighPoint Advisor Group LLC | History | New | 448,811 | 22,889 | 0.96% | — | 36 | +448,811 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 351,606 | 17,931 | 0.0% | 0.0% | 37 | +39,882 | 12.79% | Q1 2026 | May 05, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 324,586 | 16,553 | 6.5% | 6.37% | 38 | +8,913 | 2.82% | Q1 2026 | Apr 08, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Added to | 308,708 | 15,744 | 1.09% | 0.54% | 39 | +152,967 | 98.22% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 297,280 | 15,161 | 0.02% | 0.08% | 40 | -670,593 | -69.29% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 273,763 | 13,915 | 0.24% | 0.26% | 41 | -3,504 | -1.26% | Q1 2026 | May 14, 2026 |
| TrustBank | History | Added to | 259,677 | 13,243 | 5.14% | 5.36% | 42 | +8,085 | 3.21% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 260,303 | 13,149 | 0.01% | 0.01% | 43 | +32,625 | 14.33% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 254,933 | 13,001 | 0.01% | 0.01% | 44 | +7,768 | 3.14% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 209,775 | 10,698 | 0.0% | 0.01% | 45 | -95,798 | -31.35% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 193,982 | 9,893 | 0.05% | 0.01% | 46 | +112,770 | 138.86% | Q1 2026 | Apr 29, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | New | 161,427 | 8,232 | 3.27% | — | 47 | +161,427 | New | Q1 2026 | Apr 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 149,776 | 7,638 | 1.27% | 1.18% | 48 | +14,855 | 11.01% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 146,202 | 7,456 | 0.05% | 0.05% | 49 | +6,533 | 4.68% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 144,623 | 7,375 | 0.0% | 0.0% | 50 | -108,377 | -42.84% | Q1 2026 | May 05, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 135,295 | 6,900 | 0.88% | 0.43% | 51 | +66,245 | 95.94% | Q1 2026 | Apr 07, 2026 |
| Cetera Investment Advisers | History | Added to | 121,019 | 6,171 | 0.01% | 0.01% | 52 | +4,272 | 3.66% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 113,716 | 5,799 | 0.05% | 0.07% | 53 | -768 | -0.67% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 107,265 | 5,470 | 0.0% | — | 54 | +107,265 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 101,487 | 5,175 | 0.01% | 0.01% | 55 | -40,588 | -28.57% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 98,339 | 5,015 | 0.61% | 0.63% | 56 | +222 | 0.23% | Q1 2026 | Apr 08, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Added to | 91,220 | 4,652 | 7.46% | 2.95% | 57 | +961 | 1.06% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 86,342 | 4,403 | 0.22% | 0.22% | 58 | +1,732 | 2.05% | Q1 2026 | Apr 23, 2026 |
| FinArc Investments, Inc. | History | New | 81,584 | 4,160 | 4.0% | — | 59 | +81,584 | New | Q1 2026 | May 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 73,821 | 3,764 | 0.01% | 0.01% | 60 | -14,484 | -16.4% | Q1 2026 | Apr 27, 2026 |
| UMB Bank, n.a. | History | Reduced | 72,678 | 3,706 | 0.05% | 0.05% | 61 | -1,582 | -2.13% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 70,135 | 3,576 | 0.0% | 0.0% | 62 | +6,549 | 10.3% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 67,560 | 3,445 | 0.0% | 0.0% | 63 | +3,000 | 4.65% | Q1 2026 | May 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 67,452 | 3,440 | 0.28% | 0.17% | 64 | +24,218 | 56.02% | Q1 2026 | May 14, 2026 |
| Allen Capital Group, LLC | History | No change | 67,130 | 3,427 | 0.31% | 0.31% | 65 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 58,037 | 2,960 | 0.01% | 0.01% | 66 | +6,101 | 11.75% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 57,266 | 2,920 | 0.0% | 0.0% | 67 | +1,057 | 1.88% | Q1 2026 | May 13, 2026 |
| ESL Trust Services, LLC | History | Added to | 54,033 | 2,755 | 0.53% | 0.45% | 68 | +7,795 | 16.86% | Q1 2026 | May 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 51,996 | 2,651 | 0.04% | — | 69 | +51,996 | New | Q1 2026 | May 01, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 49,639 | 2,531 | 2.09% | 2.18% | 70 | +2,202 | 4.64% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Reduced | 49,135 | 2,505 | 0.03% | 0.03% | 71 | -259 | -0.52% | Q1 2026 | May 12, 2026 |
| Independence Bank of Kentucky | History | Reduced | 44,920 | 2,290 | 0.29% | 0.3% | 72 | -2,412 | -5.1% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 43,304 | 2,208 | 0.01% | 0.01% | 73 | -2,929 | -6.34% | Q1 2026 | Apr 24, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 39,418 | 2,010 | 0.06% | 0.06% | 74 | -1,376 | -3.37% | Q1 2026 | May 11, 2026 |
| Perennial Advisors, LLC | History | New | 37,106 | 1,892 | 0.32% | — | 75 | +37,106 | New | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 36,974 | 1,885 | 0.0% | 0.0% | 76 | -824 | -2.18% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 36,254 | 1,851 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Reduced | 33,614 | 1,714 | 0.05% | 0.05% | 78 | -4,687 | -12.24% | Q1 2026 | May 04, 2026 |
| Keel Point, LLC | History | No change | 32,376 | 1,653 | 0.1% | 0.1% | 79 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 32,340 | 1,649 | 0.14% | 0.1% | 80 | +9,367 | 40.77% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 32,245 | 1,644 | 0.06% | 0.07% | 81 | +2,653 | 8.97% | Q1 2026 | May 19, 2026 |
| JANE STREET GROUP, LLC | History | New | 31,939 | 1,628 | 0.0% | — | 82 | +31,939 | New | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 31,895 | 1,626 | 0.01% | 0.01% | 83 | -1,469 | -4.4% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,584 | 1,610 | 0.02% | 0.01% | 84 | +9,328 | 41.91% | Q1 2026 | Apr 20, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 28,416 | 1,449 | 0.08% | 0.08% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 23,096 | 1,177 | 1.03% | 0.98% | 86 | +64 | 0.28% | Q1 2026 | May 01, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 21,720 | 1,107 | 0.45% | 0.57% | 87 | -4,078 | -15.81% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 21,671 | 1,105 | 0.01% | 0.01% | 88 | -2,696 | -11.06% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 21,411 | 1,091 | 0.05% | 0.05% | 89 | +124 | 0.58% | Q1 2026 | May 05, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 20,256 | 1,033 | 0.17% | 0.17% | 90 | +1 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Centurion Wealth Management LLC | History | Added to | 18,883 | 963 | 0.22% | 0.14% | 91 | +6,555 | 53.17% | Q1 2026 | Apr 10, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 18,425 | 939 | 0.79% | 0.47% | 92 | +7,710 | 71.96% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 18,210 | 928 | 0.01% | 0.01% | 93 | +3,407 | 23.02% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 16,419 | 837 | 0.0% | 0.0% | 94 | +191 | 1.18% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 16,206 | 827 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 14,636 | 746 | 0.03% | 0.02% | 96 | +1,809 | 14.1% | Q1 2026 | May 07, 2026 |
| Cadence Wealth Management LLC | History | Reduced | 13,945 | 711 | 0.3% | 0.44% | 97 | -4,068 | -22.58% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 13,177 | 672 | 0.01% | — | 98 | +13,177 | New | Q1 2026 | Apr 20, 2026 |
| AAF Wealth Management, LLC | History | Added to | 13,022 | 664 | 0.27% | 0.28% | 99 | +96 | 0.74% | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | Added to | 11,554 | 589 | 0.05% | 0.05% | 100 | +261 | 2.31% | Q1 2026 | Apr 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,176 | 519 | 0.03% | 0.03% | 101 | -1,144 | -10.11% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 9,909 | 505 | 0.01% | — | 102 | +9,909 | New | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 9,286 | 473 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | No change | 9,273 | 472 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,240 | 471 | 0.0% | 0.0% | 105 | -2,359 | -20.34% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,603 | 438 | 0.0% | 0.0% | 106 | +8,191 | 1988.11% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 53,749 | 421 | 0.02% | 0.02% | 107 | -47,367 | -46.84% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 8,240 | 420 | 0.01% | 0.01% | 108 | -294 | -3.45% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,209 | 418 | 0.0% | 0.0% | 109 | +1,524 | 22.8% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 8,102 | 413 | 0.0% | 0.0% | 110 | -731 | -8.28% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 7,445 | 380 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 6,438 | 328 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 6,288 | 320 | 0.0% | 0.01% | 113 | -2,030 | -24.4% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | No change | 5,866 | 299 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,757 | 293 | 0.0% | 0.0% | 115 | -2,860 | -33.19% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Reduced | 5,539 | 282 | 0.0% | 0.0% | 116 | -974 | -14.95% | Q1 2026 | May 04, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 5,490 | 280 | 0.02% | 0.02% | 117 | +58 | 1.07% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 4,892 | 249 | 0.0% | 0.0% | 118 | -10,305 | -67.81% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 4,741 | 241 | 0.0% | 0.0% | 119 | +116 | 2.51% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,131 | 210 | 0.0% | 0.0% | 120 | -341 | -7.63% | Q1 2026 | May 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,147 | 160 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 2,428 | 123 | 0.0% | 0.0% | 122 | +1,225 | 101.83% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,041 | 104 | 0.0% | 0.0% | 123 | -1,584 | -43.7% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,990 | 101 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 1,864 | 95 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,672 | 85 | 0.0% | — | 126 | +1,672 | New | Q1 2026 | May 11, 2026 |
| Mascoma Wealth Management LLC | History | New | 1,630 | 83 | 0.02% | — | 127 | +1,630 | New | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | No change | 1,443 | 73 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | New | 1,223 | 62 | 0.01% | — | 129 | +1,223 | New | Q1 2026 | Apr 29, 2026 |
| MAI Capital Management | History | Reduced | 1,122 | 57 | 0.0% | 0.0% | 130 | -1,004 | -47.22% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 992 | 50 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 867 | 44 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 791 | 40 | 0.0% | 0.0% | 133 | +536 | 210.2% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | No change | 740 | 37 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 707 | 36 | 0.0% | 0.0% | 135 | -268 | -27.49% | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | No change | 709 | 36 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 669 | 34 | 0.02% | 0.02% | 137 | +4 | 0.6% | Q1 2026 | May 01, 2026 |
| Vanguard National Trust Co | History | New | 656 | 33 | 0.0% | — | 138 | +656 | New | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | No change | 591 | 30 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Added to | 498 | 25 | 0.0% | 0.0% | 140 | +5 | 1.01% | Q1 2026 | Apr 14, 2026 |
| CVA Family Office, LLC | History | New | 485 | 24 | 0.0% | — | 143 | +485 | New | Q1 2026 | Apr 29, 2026 |
| Capital Analysts, LLC | History | No change | 466 | 24 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 472 | 24 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | Added to | 468 | 23 | 0.01% | 0.01% | 144 | +5 | 1.08% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 446 | 22 | 0.0% | — | 145 | +446 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 373 | 19 | 0.0% | 0.0% | 146 | -2 | -0.53% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 351 | 17 | 0.0% | 0.0% | 147 | -827 | -70.2% | Q1 2026 | May 06, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 340 | 17 | 0.01% | 0.0% | 148 | +187 | 122.22% | Q1 2026 | May 05, 2026 |
| Triumph Capital Management | History | No change | 304 | 15 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | No change | 312 | 15 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CoreCap Advisors, LLC | History | New | 287 | 14 | 0.0% | — | 152 | +287 | New | Q1 2026 | Apr 07, 2026 |
| COUNTRY TRUST BANK | History | No change | 290 | 14 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Investors Research Corp | History | No change | 267 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 219 | 11 | 0.0% | — | 155 | +219 | New | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 225 | 11 | 0.0% | 0.0% | 154 | +57 | 33.93% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 210 | 10 | 0.0% | — | 157 | +210 | New | Q1 2026 | Apr 13, 2026 |
| Imprint Wealth LLC | History | No change | 201 | 10 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 189 | 9 | 0.0% | 0.0% | 158 | -31 | -14.09% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 159 | 8 | 0.0% | 0.0% | 159 | -297 | -65.13% | Q1 2026 | May 15, 2026 |
| VSM Wealth Advisory, LLC | History | New | 176 | 8 | 0.0% | — | 161 | +176 | New | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | No change | 162 | 8 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Copia Wealth Management | History | No change | 156 | 7 | 0.0% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 144 | 7 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 106 | 5 | 0.0% | 0.02% | 164 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 87 | 4 | 0.0% | 0.0% | 165 | -485 | -84.79% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BALLAST ADVISORS LLC | History | New | 55 | 3 | 0.0% | — | 167 | +55 | New | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 47 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | New | 25 | 1 | 0.0% | — | 173 | +25 | New | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 21 | 1 | 0.0% | — | 172 | +10 | 90.91% | Q1 2026 | May 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 39 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 22 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Walleye Partners, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -9,231 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,710 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,992 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,012 | -100.0% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -4,736 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,007 | -100.0% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -776 | -100.0% | Q1 2026 | May 06, 2026 |
| Pacifica Partners Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -670 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Delos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -579 | -100.0% | Q1 2026 | May 14, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -256 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |