J.P. Morgan Exchange-Traded Fund Trust - JMTG
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 40,513,319 | 2,068,610 | 0.13% | 0.11% | 1 | +3,035,862 | 8.1% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,596,537 | 745,299 | 0.05% | 0.05% | 2 | +215,175 | 1.5% | Q4 2025 | Feb 17, 2026 |
| NorthRock Partners, LLC | History | Added to | 9,072,433 | 463,238 | 7.82% | 7.63% | 3 | +788,197 | 9.51% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 6,521,316 | 332,978 | 0.02% | 0.02% | 4 | +438,322 | 7.21% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,111,472 | 260,989 | 0.06% | 0.05% | 5 | +584,414 | 12.91% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 5,014,914 | 256,061 | 0.07% | 0.07% | 6 | +370,761 | 7.98% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Reduced | 4,235,792 | 216,280 | 0.69% | 0.78% | 7 | -332,725 | -7.28% | Q4 2025 | Jan 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,972,996 | 151,860 | 0.21% | 0.23% | 8 | +48,937 | 1.67% | Q4 2025 | Jan 08, 2026 |
| BAILARD, INC. | History | Added to | 1,450,504 | 74,062 | 1.64% | 1.44% | 9 | +150,367 | 11.57% | Q4 2025 | Feb 04, 2026 |
| Acropolis Investment Management, LLC | History | New | 1,364,694 | 69,681 | 3.13% | — | 10 | +1,364,694 | New | Q4 2025 | Jan 14, 2026 |
| Avalon Trust Co | History | Added to | 1,331,424 | 67,982 | 4.4% | 4.29% | 11 | +34,705 | 2.68% | Q4 2025 | Feb 09, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 988,597 | 50,478 | 6.37% | 6.51% | 12 | -23,457 | -2.32% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 985,755 | 50,332 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 967,873 | 49,419 | 0.08% | 0.08% | 14 | +14,666 | 1.54% | Q4 2025 | Feb 18, 2026 |
| O'Brien Wealth Partners LLC | History | Added to | 965,974 | 49,322 | 6.52% | 6.58% | 15 | +13,774 | 1.45% | Q4 2025 | Jan 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 909,428 | 46,435 | 0.19% | 0.19% | 16 | +75,849 | 9.1% | Q4 2025 | Feb 13, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 900,978 | 46,003 | 2.16% | 1.89% | 17 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 877,336 | 44,796 | 0.44% | 0.47% | 18 | -25,546 | -2.83% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 837,787 | 42,777 | 0.11% | 0.11% | 19 | +29,116 | 3.6% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 809,593 | 41,337 | 0.02% | 0.02% | 20 | +184,067 | 29.43% | Q4 2025 | Mar 20, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 809,486 | 41,331 | 1.92% | 2.1% | 21 | +32,371 | 4.17% | Q4 2025 | Jan 14, 2026 |
| Bill Few Associates, Inc. | History | Added to | 758,534 | 38,730 | 9.52% | 9.73% | 22 | +17,933 | 2.42% | Q4 2025 | Jan 12, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 738,014 | 37,682 | 1.26% | 1.25% | 23 | +23,894 | 3.35% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 689,320 | 35,196 | 0.01% | 0.01% | 24 | +236,445 | 52.21% | Q4 2025 | Feb 18, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 581,364 | 29,684 | 8.89% | 9.11% | 25 | +8,292 | 1.45% | Q4 2025 | Jan 30, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 547,480 | 27,954 | 3.72% | 4.68% | 26 | -118,216 | -17.76% | Q4 2025 | Jan 16, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 537,942 | 27,467 | 3.03% | — | 27 | +537,942 | New | Q4 2025 | Feb 06, 2026 |
| Curi Capital, LLC | History | Added to | 504,860 | 25,869 | 0.45% | 0.46% | 28 | +13,893 | 2.83% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 504,668 | 25,857 | 0.03% | 0.0% | 29 | +500,218 | 11240.85% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 494,168 | 25,232 | 0.14% | — | 30 | +494,168 | New | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 483,336 | 24,679 | 0.0% | 0.0% | 31 | +75,981 | 18.65% | Q4 2025 | Feb 13, 2026 |
| FARMERS TRUST CO | History | New | 471,897 | 24,095 | 3.93% | — | 32 | +471,897 | New | Q4 2025 | Jan 06, 2026 |
| Choice Wealth Advisors, LLC | History | Added to | 315,673 | 16,118 | 6.37% | 6.82% | 33 | +3,703 | 1.19% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 313,077 | 15,985 | 0.0% | 0.0% | 34 | +270,547 | 636.13% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 311,724 | 15,916 | 0.0% | 0.0% | 35 | +63,764 | 25.72% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 305,573 | 15,602 | 0.01% | 0.01% | 36 | +20,846 | 7.32% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 277,267 | 14,157 | 0.26% | 0.28% | 37 | +1,325 | 0.48% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 253,000 | 12,918 | 0.0% | 0.0% | 38 | -22,423 | -8.14% | Q4 2025 | Jan 29, 2026 |
| TrustBank | History | New | 251,592 | 12,846 | 5.36% | — | 39 | +251,592 | New | Q4 2025 | Feb 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 247,165 | 12,619 | 0.01% | 0.01% | 40 | +10,659 | 4.51% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 227,678 | 11,625 | 0.01% | 0.01% | 41 | +45,879 | 25.24% | Q4 2025 | Feb 17, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | New | 155,741 | 7,952 | 0.54% | — | 42 | +155,741 | New | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 142,075 | 7,256 | 0.01% | 0.02% | 43 | -124,596 | -46.72% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 139,669 | 7,131 | 0.05% | 0.04% | 44 | +36,321 | 35.14% | Q4 2025 | Feb 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 134,921 | 6,889 | 1.18% | 0.79% | 45 | +47,065 | 53.57% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 116,747 | 5,961 | 0.01% | 0.01% | 46 | +26,141 | 28.85% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 114,484 | 5,845 | 0.07% | 0.05% | 47 | +2,261 | 2.01% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 101,116 | 5,163 | 0.02% | 0.02% | 48 | +13,826 | 15.84% | Q4 2025 | Feb 18, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 98,117 | 5,009 | 0.63% | — | 49 | +98,117 | New | Q4 2025 | Jan 27, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Reduced | 90,259 | 4,608 | 2.95% | 3.27% | 50 | -7,134 | -7.32% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 88,305 | 4,508 | 0.01% | 0.01% | 51 | -353 | -0.4% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 84,610 | 4,320 | 0.22% | 0.23% | 52 | +4,440 | 5.54% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 81,212 | 4,146 | 0.01% | — | 53 | +81,212 | New | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | New | 74,260 | 3,791 | 0.05% | — | 54 | +74,260 | New | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | New | 69,050 | 3,525 | 0.43% | — | 55 | +69,050 | New | Q4 2025 | Jan 07, 2026 |
| Allen Capital Group, LLC | History | Reduced | 67,130 | 3,427 | 0.31% | 0.33% | 56 | -2,450 | -3.52% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 64,560 | 3,296 | 0.0% | 0.0% | 57 | -3,325 | -4.9% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 63,586 | 3,246 | 0.0% | 0.0% | 58 | +2,435 | 3.98% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 56,209 | 2,870 | 0.0% | 0.0% | 59 | +2,562 | 4.78% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 51,936 | 2,652 | 0.01% | 0.01% | 60 | -2,037 | -3.77% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Reduced | 49,394 | 2,534 | 0.03% | 0.03% | 61 | -188 | -0.38% | Q4 2025 | Jan 23, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 47,437 | 2,422 | 2.18% | — | 62 | +47,437 | New | Q4 2025 | Feb 11, 2026 |
| Independence Bank of Kentucky | History | Reduced | 47,332 | 2,416 | 0.3% | 0.34% | 63 | -4,889 | -9.36% | Q4 2025 | Jan 20, 2026 |
| ESL Trust Services, LLC | History | Added to | 46,238 | 2,360 | 0.45% | 0.43% | 65 | +2,945 | 6.8% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 46,233 | 2,360 | 0.01% | 0.01% | 64 | +894 | 1.97% | Q4 2025 | Feb 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 43,234 | 2,207 | 0.17% | — | 66 | +43,234 | New | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 40,794 | 2,082 | 0.06% | 0.13% | 67 | -1,107 | -2.64% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | New | 38,660 | 1,973 | 0.17% | — | 68 | +38,660 | New | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 38,301 | 1,955 | 0.05% | 0.05% | 69 | +1,678 | 4.58% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 37,798 | 1,929 | 0.0% | 0.0% | 70 | +1,514 | 4.17% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 36,254 | 1,851 | 0.03% | 0.0% | 71 | +35,833 | 8511.4% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 33,364 | 1,703 | 0.01% | 0.01% | 72 | +833 | 2.56% | Q4 2025 | Jan 12, 2026 |
| Keel Point, LLC | History | Reduced | 32,376 | 1,653 | 0.1% | 0.16% | 73 | -18,023 | -35.76% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 29,592 | 1,510 | 0.07% | 0.07% | 74 | +2,112 | 7.69% | Q4 2025 | Feb 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 28,416 | 1,450 | 0.08% | 0.07% | 75 | +2,232 | 8.52% | Q4 2025 | Feb 11, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 25,798 | 1,317 | 0.57% | 0.7% | 76 | -4,018 | -13.48% | Q4 2025 | Jan 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 24,367 | 1,244 | 0.01% | 0.01% | 77 | -3,180 | -11.54% | Q4 2025 | Feb 18, 2026 |
| CDKV HOLDINGS LLC | History | New | 23,032 | 1,176 | 0.98% | — | 78 | +23,032 | New | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 22,973 | 1,173 | 0.1% | 0.1% | 79 | +500 | 2.22% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 22,256 | 1,136 | 0.01% | — | 80 | +22,256 | New | Q4 2025 | Jan 29, 2026 |
| PFG Advisors | History | Reduced | 21,287 | 1,086 | 0.05% | 0.05% | 81 | -2,995 | -12.33% | Q4 2025 | Jan 27, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 20,255 | 1,034 | 0.17% | 0.2% | 82 | -3,523 | -14.82% | Q4 2025 | Jan 28, 2026 |
| Cadence Wealth Management LLC | History | Reduced | 18,013 | 919 | 0.44% | 0.79% | 83 | -11,528 | -39.02% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Reduced | 16,228 | 828 | 0.0% | 0.0% | 84 | -26,960 | -62.42% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | New | 16,206 | 827 | 0.02% | — | 85 | +16,206 | New | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Reduced | 15,197 | 775 | 0.0% | 0.0% | 86 | -74 | -0.48% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | New | 14,803 | 755 | 0.01% | — | 87 | +14,803 | New | Q4 2025 | Feb 05, 2026 |
| AAF Wealth Management, LLC | History | Added to | 12,926 | 659 | 0.28% | 0.3% | 88 | +94 | 0.73% | Q4 2025 | Feb 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 12,827 | 657 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Centurion Wealth Management LLC | History | New | 12,328 | 629 | 0.14% | — | 90 | +12,328 | New | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Added to | 11,599 | 592 | 0.0% | 0.0% | 91 | +2,358 | 25.52% | Q4 2025 | Jan 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 11,320 | 578 | 0.03% | 0.04% | 92 | -2,350 | -17.19% | Q4 2025 | Jan 26, 2026 |
| Certified Advisory Corp | History | Reduced | 11,293 | 576 | 0.05% | 0.26% | 93 | -41,406 | -78.57% | Q4 2025 | Jan 12, 2026 |
| Hudson Portfolio Management LLC | History | New | 10,715 | 547 | 0.47% | — | 94 | +10,715 | New | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 9,286 | 474 | 0.0% | 0.0% | 95 | -3,573 | -27.79% | Q4 2025 | Jan 29, 2026 |
| Midwest Trust Co | History | Reduced | 9,273 | 473 | 0.01% | 0.01% | 96 | -2,318 | -20.0% | Q4 2025 | Feb 04, 2026 |
| Walleye Partners, LLC | History | New | 9,231 | 471 | 0.52% | — | 97 | +9,231 | New | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,833 | 451 | 0.0% | — | 98 | +8,833 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 8,617 | 439 | 0.0% | — | 99 | +8,617 | New | Q4 2025 | Feb 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 8,534 | 435 | 0.01% | — | 100 | +8,534 | New | Q4 2025 | Jan 07, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 8,318 | 426 | 0.01% | 0.01% | 101 | -388 | -4.46% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 7,445 | 380 | 0.0% | 0.0% | 102 | -94 | -1.25% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | New | 6,710 | 344 | 0.0% | — | 103 | +6,710 | New | Q4 2025 | Mar 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,685 | 341 | 0.0% | 0.0% | 104 | +1,293 | 23.98% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Reduced | 6,513 | 332 | 0.0% | 0.0% | 105 | -828 | -11.28% | Q4 2025 | Feb 10, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 6,438 | 328 | 0.05% | — | 106 | +6,438 | New | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,992 | 305 | 0.04% | — | 107 | +5,992 | New | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 5,866 | 299 | 0.0% | 0.0% | 108 | +378 | 6.89% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 5,432 | 277 | 0.02% | 0.02% | 109 | +56 | 1.04% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | New | 5,012 | 255 | 0.01% | — | 110 | +5,012 | New | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Reduced | 4,736 | 241 | 0.0% | 0.01% | 111 | -1,990 | -29.59% | Q4 2025 | Mar 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,625 | 236 | 0.0% | 0.0% | 112 | -391 | -7.8% | Q4 2025 | Jan 20, 2026 |
| Arkadios Wealth Advisors | History | New | 4,472 | 228 | 0.0% | — | 113 | +4,472 | New | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | No change | 4,007 | 204 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,625 | 185 | 0.0% | 0.0% | 115 | +508 | 16.3% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 3,147 | 160 | 0.0% | — | 116 | +3,147 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 2,126 | 108 | 0.0% | 0.0% | 117 | -10,980 | -83.78% | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,990 | 101 | 0.0% | 0.0% | 118 | +261 | 15.1% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 1,864 | 95 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | New | 1,443 | 73 | 0.0% | — | 120 | +1,443 | New | Q4 2025 | Feb 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 106 | 64 | 0.02% | — | 121 | +106 | New | Q4 2025 | Jan 22, 2026 |
| FMR LLC | History | Added to | 1,203 | 61 | 0.0% | 0.0% | 122 | +759 | 170.95% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 1,178 | 60 | 0.0% | 0.0% | 123 | +307 | 35.25% | Q4 2025 | Jan 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 992 | 50 | 0.04% | 0.05% | 124 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | New | 975 | 49 | 0.0% | — | 125 | +975 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 867 | 44 | 0.0% | 0.01% | 126 | -2,146 | -71.22% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | New | 776 | 40 | 0.0% | — | 127 | +776 | New | Q4 2025 | Feb 05, 2026 |
| NBT BANK N A /NY | History | New | 740 | 37 | 0.0% | — | 128 | +740 | New | Q4 2025 | Jan 23, 2026 |
| BFSG, LLC | History | New | 709 | 36 | 0.0% | — | 129 | +709 | New | Q4 2025 | Jan 22, 2026 |
| Pacifica Partners Inc. | History | Added to | 670 | 34 | 0.02% | 0.01% | 130 | +7 | 1.06% | Q4 2025 | Jan 09, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 665 | 33 | 0.02% | 0.02% | 131 | +7 | 1.06% | Q4 2025 | Jan 21, 2026 |
| LRI Investments, LLC | History | No change | 591 | 30 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 572 | 29 | 0.0% | 0.0% | 133 | +329 | 135.39% | Q4 2025 | Jan 26, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 579 | 29 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 493 | 25 | 0.0% | 0.0% | 135 | +5 | 1.02% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | New | 472 | 24 | 0.0% | — | 137 | +472 | New | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 466 | 24 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Perspectives, Inc | History | New | 463 | 23 | 0.01% | — | 139 | +463 | New | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 456 | 23 | 0.0% | — | 138 | +456 | New | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 412 | 21 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Reduced | 375 | 19 | 0.0% | 0.0% | 141 | -51 | -11.97% | Q4 2025 | Jan 26, 2026 |
| GAMMA Investing LLC | History | New | 312 | 15 | 0.0% | — | 143 | +312 | New | Q4 2025 | Jan 05, 2026 |
| Triumph Capital Management | History | New | 304 | 15 | 0.0% | — | 142 | +304 | New | Q4 2025 | Feb 12, 2026 |
| COUNTRY TRUST BANK | History | New | 290 | 14 | 0.0% | — | 144 | +290 | New | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 255 | 13 | 0.0% | 0.0% | 146 | -1,443 | -84.98% | Q4 2025 | Mar 16, 2026 |
| Investors Research Corp | History | New | 267 | 13 | 0.0% | — | 145 | +267 | New | Q4 2025 | Jan 06, 2026 |
| Raleigh Capital Management Inc. | History | New | 256 | 13 | 0.0% | — | 147 | +256 | New | Q4 2025 | Jan 21, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 220 | 11 | 0.0% | 0.0% | 148 | +2 | 0.92% | Q4 2025 | Feb 11, 2026 |
| Imprint Wealth LLC | History | Reduced | 201 | 10 | 0.05% | 0.06% | 149 | -201 | -50.0% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 168 | 8 | 0.0% | — | 151 | +168 | New | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 162 | 8 | 0.0% | — | 150 | +162 | New | Q4 2025 | Feb 05, 2026 |
| Copia Wealth Management | History | New | 156 | 7 | 0.01% | — | 152 | +156 | New | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 153 | 7 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Founders Financial Alliance, LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 45 | 2 | 0.0% | 0.01% | 155 | -161 | -78.16% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 27 | 1 | 0.0% | — | 157 | +27 | New | Q4 2025 | Jan 21, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 39 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sound Income Strategies, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 22 | 1 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -490,440 | -100.0% | Q3 2025 | Nov 10, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70,014 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60,103 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.06% | — | -23,500 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,995 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Annex Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,887 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,349 | -100.0% | Q3 2025 | Nov 18, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -626 | -100.0% | Q3 2025 | Oct 27, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -378 | -100.0% | Q3 2025 | Oct 31, 2025 |
| GGM Financials LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -366 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -284 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Farther Finance Advisors, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -149 | -91.98% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CVA Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Rossby Financial, LCC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 03, 2026 |