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 | No change | 47,687,106 | 2,424,412 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 14,595,712 | 739,710 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 8,082,572 | 409,624 | 5.94% | 5.94% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 4,681,551 | 237,261 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| M&T BANK CORP | History | No change | 4,519,915 | 229,068 | 0.67% | 0.67% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 4,381,196 | 222,039 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hamilton Capital, LLC | History | No change | 3,845,227 | 194,876 | 9.65% | 9.65% | 7 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 3,503,450 | 177,497 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Acropolis Investment Management, LLC | History | No change | 2,081,437 | 105,487 | 4.16% | 4.16% | 9 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,960,299 | 98,681 | 0.17% | 0.17% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 1,575,261 | 79,834 | 0.58% | 0.58% | 11 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BAILARD, INC. | History | No change | 1,511,914 | 76,623 | 1.56% | 1.56% | 12 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Avalon Trust Co | History | No change | 1,343,889 | 68,108 | 4.19% | 4.19% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | No change | 967,948 | 49,055 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 957,738 | 48,538 | 4.83% | 4.83% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 900,978 | 45,661 | 2.2% | 2.2% | 16 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 895,717 | 45,394 | 1.54% | 1.54% | 17 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 887,331 | 44,969 | 0.38% | 0.38% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bill Few Associates, Inc. | History | No change | 855,925 | 43,378 | 9.23% | 9.23% | 19 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 825,355 | 41,829 | 0.13% | 0.13% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 807,941 | 40,946 | 1.78% | 1.78% | 21 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 804,293 | 40,761 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tortoise Investment Management, LLC | History | No change | 705,007 | 35,729 | 2.66% | 2.66% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | No change | 687,816 | 34,858 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 680,307 | 34,477 | 0.53% | 0.53% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 663,629 | 33,632 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 660,787 | 33,488 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 638,916 | 32,380 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 611,824 | 31,245 | 8.55% | 8.55% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | No change | 596,769 | 30,244 | 0.14% | 0.14% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Portfolios, Inc. | History | No change | 591,070 | 29,955 | 2.17% | 2.17% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 480,901 | 24,372 | 2.48% | 2.48% | 32 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abacus Planning Group, Inc. | History | No change | 383,519 | 19,436 | 2.4% | 2.4% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 375,601 | 19,035 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Choice Wealth Advisors LLC | History | No change | 337,241 | 17,091 | 6.0% | 6.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 306,227 | 15,519 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HighPoint Advisor Group LLC | History | No change | 301,964 | 15,303 | 0.54% | 0.54% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 287,146 | 14,578 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrustBank | History | No change | 260,306 | 13,192 | 4.48% | 4.48% | 39 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 245,462 | 12,439 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 235,582 | 11,939 | 0.14% | 0.14% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 231,534 | 11,734 | 0.68% | 0.68% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 207,420 | 10,512 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 188,720 | 9,564 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 170,782 | 8,655 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 166,840 | 8,455 | 1.61% | 1.61% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 165,645 | 8,394 | 3.01% | 3.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | No change | 160,399 | 8,129 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 148,190 | 7,510 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 141,490 | 7,170 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 116,093 | 5,883 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 105,281 | 5,335 | 0.59% | 0.59% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 102,173 | 5,178 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 96,604 | 4,895 | 0.36% | 0.36% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 95,070 | 4,818 | 0.49% | 0.49% | 55 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 87,218 | 4,420 | 0.19% | 0.19% | 56 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | No change | 86,919 | 4,405 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | No change | 84,183 | 4,266 | 14.33% | 14.33% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FinArc Investments, Inc. | History | No change | 83,354 | 4,224 | 3.83% | 3.83% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 80,996 | 4,104 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 68,977 | 3,495 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 66,068 | 3,348 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allen Capital Group, LLC | History | No change | 63,808 | 3,233 | 0.26% | 0.26% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 63,573 | 3,221 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 61,257 | 3,104 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 61,184 | 3,100 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 59,108 | 2,996 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ESL Trust Services, LLC | History | No change | 58,086 | 2,943 | 0.5% | 0.5% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 57,618 | 2,920 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 54,646 | 2,769 | 1.96% | 1.96% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | No change | 50,350 | 2,551 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perennial Advisors, LLC | History | No change | 44,290 | 2,244 | 0.35% | 0.35% | 72 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 44,138 | 2,236 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 43,549 | 2,207 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 43,258 | 2,192 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independence Bank of Kentucky | History | No change | 41,857 | 2,121 | 0.24% | 0.24% | 76 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 41,325 | 2,094 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 37,420 | 1,896 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Western Wealth Management, LLC | History | No change | 33,891 | 1,717 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Portfolio Management LLC | History | No change | 31,925 | 1,617 | 1.22% | 1.22% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 31,670 | 1,605 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 31,588 | 1,600 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 31,386 | 1,590 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 28,416 | 1,440 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 28,171 | 1,427 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 25,694 | 1,302 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CDKV HOLDINGS LLC | History | No change | 22,674 | 1,149 | 0.9% | 0.9% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Advisory Services Network, LLC | History | No change | 22,603 | 1,145 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 20,945 | 1,061 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sigma Planning Corp | History | No change | 20,889 | 1,058 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PFG Advisors | History | No change | 20,850 | 1,056 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 19,874 | 1,007 | 0.16% | 0.16% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | No change | 18,289 | 926 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 17,016 | 862 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 16,224 | 822 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 15,527 | 786 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 15,216 | 771 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 14,905 | 750 | 0.27% | 0.27% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vise Technologies, Inc. | History | No change | 14,605 | 740 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 13,731 | 695 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 13,563 | 687 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AAF Wealth Management, LLC | History | No change | 13,120 | 664 | 0.24% | 0.24% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Centurion Wealth Management LLC | History | No change | 12,249 | 620 | 0.15% | 0.15% | 103 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,163 | 616 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cadence Wealth Management LLC | History | No change | 11,672 | 591 | 0.26% | 0.26% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 10,326 | 523 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 9,286 | 470 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| US BANCORP \DE\ | History | No change | 9,240 | 468 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,638 | 437 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Founders Financial Alliance, LLC | History | No change | 8,473 | 429 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8,361 | 423 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 7,374 | 373 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 7,174 | 363 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Johnson Financial Group, Inc. | History | No change | 6,739 | 341 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 6,438 | 326 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 6,356 | 322 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 5,866 | 297 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 4,836 | 245 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,643 | 235 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 4,562 | 231 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arkadios Wealth Advisors | History | No change | 4,168 | 211 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 3,419 | 208 | 0.07% | 0.07% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 4,060 | 205 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 3,297 | 167 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,282 | 115 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,041 | 103 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 1,857 | 94 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,809 | 91 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 1,794 | 90 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,524 | 77 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 1,443 | 73 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,322 | 66 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 992 | 50 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 867 | 43 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 801 | 40 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 753 | 38 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBT BANK, N.A. | History | No change | 740 | 37 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BFSG, LLC | History | No change | 709 | 35 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 681 | 34 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 669 | 33 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 642 | 32 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vanguard National Trust Co | History | No change | 637 | 32 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 591 | 29 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 591 | 29 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Capital Analysts, LLC | History | No change | 466 | 24 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Perspectives, Inc | History | No change | 473 | 23 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 451 | 22 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 444 | 22 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 340 | 17 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aventura Private Wealth, LLC | History | No change | 340 | 17 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 315 | 15 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Triumph Capital Management | History | No change | 304 | 15 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| YANKCOM Partnership | History | No change | 304 | 15 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COUNTRY TRUST BANK | History | No change | 290 | 14 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 240 | 12 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 198 | 10 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 162 | 8 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Copia Wealth Management | History | No change | 156 | 7 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 106 | 5 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 48 | 2 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 39 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 22 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.01% | — | -8,255 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VIMA LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rossby Financial, LCC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |