J.P. Morgan Exchange-Traded Fund Trust - JPEM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 368,512 | 22,894 | 0.01% | 0.01% | 1 | -49,111 | -11.76% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 328,412 | 20,403 | 0.0% | 0.0% | 2 | +479 | 0.15% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 216,224 | 13,433 | 0.0% | 0.0% | 3 | -38,746 | -15.2% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 210,347 | 13,068 | 0.01% | 0.02% | 4 | -25,915 | -10.97% | Q1 2026 | May 13, 2026 |
| SAM Advisors, LLC | History | Added to | 197,195 | 12,251 | 3.84% | 3.74% | 5 | +2,617 | 1.34% | Q1 2026 | Apr 29, 2026 |
| American Money Management, LLC | History | Added to | 190,437 | 11,831 | 1.87% | 1.78% | 6 | +3,965 | 2.13% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 168,377 | 10,460 | 0.0% | 0.0% | 7 | +54,170 | 47.43% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 157,999 | 9,815 | 0.01% | 0.01% | 8 | +1,726 | 1.1% | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | No change | 159,191 | 9,667 | 0.96% | 0.92% | 9 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | Added to | 138,860 | 8,626 | 0.01% | 0.01% | 10 | +6,021 | 4.53% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 123,594 | 7,678 | 0.21% | 0.21% | 11 | +1,049 | 0.86% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 119,892 | 7,448 | 0.0% | 0.0% | 12 | +8,469 | 7.6% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 118,501 | 7,362 | 0.11% | 0.1% | 13 | -6,915 | -5.51% | Q1 2026 | May 22, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 116,015 | 7,207 | 0.32% | 0.35% | 14 | -20,557 | -15.05% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 104,859 | 6,514 | 0.0% | 0.0% | 15 | +94,464 | 908.74% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 95,046 | 5,904 | 0.06% | — | 16 | +95,046 | New | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | No change | 87,740 | 5,451 | 0.01% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 83,921 | 5,058 | 0.0% | 0.0% | 18 | +939 | 1.13% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 79,528 | 4,942 | 0.01% | 0.01% | 19 | -11,713 | -12.84% | Q1 2026 | May 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 76,635 | 4,761 | 1.34% | 2.34% | 20 | -54,789 | -41.69% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 73,193 | 4,547 | 0.07% | — | 21 | +73,193 | New | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Reduced | 69,752 | 4,333 | 0.24% | 0.25% | 22 | -93 | -0.13% | Q1 2026 | Apr 28, 2026 |
| Avestar Capital, LLC | History | Added to | 67,252 | 4,178 | 0.27% | 0.26% | 23 | +1,102 | 1.67% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 67,271 | 4,047 | 0.0% | 0.0% | 24 | +22,474 | 50.17% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 63,383 | 3,937 | 0.05% | 0.03% | 25 | +27,836 | 78.31% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 63,262 | 3,930 | 0.01% | 0.01% | 26 | -29,432 | -31.75% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 57,541 | 3,574 | 0.0% | 0.0% | 27 | +1,381 | 2.46% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 54,393 | 3,379 | 0.19% | 0.17% | 28 | +6,136 | 12.72% | Q1 2026 | May 13, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 52,872 | 3,284 | 0.81% | 1.7% | 29 | +22,321 | 73.06% | Q1 2026 | May 12, 2026 |
| RHS Financial, LLC | History | Reduced | 51,321 | 3,188 | 1.51% | 1.77% | 30 | -8,427 | -14.1% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 50,915 | 3,163 | 0.0% | 0.0% | 31 | -609 | -1.18% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 50,492 | 3,136 | 0.0% | — | 32 | +50,492 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 45,526 | 2,828 | 0.0% | 0.0% | 33 | +33,939 | 292.91% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 45,470 | 2,824 | 0.04% | 0.04% | 34 | -1,958 | -4.13% | Q1 2026 | May 12, 2026 |
| Schiavi & Co LLC | History | Reduced | 43,208 | 2,684 | 0.8% | 0.9% | 35 | -3,044 | -6.58% | Q1 2026 | May 11, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 37,165 | 2,308 | 0.91% | 0.88% | 36 | -292 | -0.78% | Q1 2026 | May 12, 2026 |
| Accel Wealth Management | History | Added to | 33,883 | 2,105 | 0.55% | 0.56% | 37 | +346 | 1.03% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 33,145 | 2,059 | 0.02% | 0.01% | 38 | +21,643 | 188.17% | Q1 2026 | May 15, 2026 |
| BKM Wealth Management, LLC | History | Added to | 31,826 | 1,977 | 0.72% | 0.67% | 39 | +1,520 | 5.02% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 30,983 | 1,924 | 0.0% | — | 40 | +30,983 | New | Q1 2026 | May 12, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 28,840 | 1,791 | 1.73% | 1.73% | 41 | +107 | 0.37% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 26,991 | 1,676 | 0.01% | 0.02% | 42 | -4,907 | -15.38% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 26,939 | 1,673 | 0.06% | 0.05% | 43 | +1,737 | 6.89% | Q1 2026 | Apr 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 25,951 | 1,612 | 0.05% | — | 44 | +25,951 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 25,849 | 1,606 | 0.0% | 0.0% | 45 | +1,803 | 7.5% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 23,291 | 1,450 | 0.01% | 0.01% | 46 | -1,003 | -4.13% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 21,467 | 1,333 | 0.15% | 0.13% | 47 | +2,586 | 13.7% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 20,390 | 1,267 | 0.0% | — | 48 | +20,390 | New | Q1 2026 | May 13, 2026 |
| Edge Financial Advisors LLC | History | No change | 18,717 | 1,136 | 0.48% | 0.48% | 49 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 15,120 | 939 | 0.08% | 0.7% | 50 | -122,498 | -89.01% | Q1 2026 | Apr 13, 2026 |
| Argent Trust Co | History | No change | 14,489 | 900 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,258 | 885 | 0.0% | 0.0% | 52 | -22,531 | -61.24% | Q1 2026 | May 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 14,151 | 879 | 0.25% | 0.24% | 53 | -35 | -0.25% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Reduced | 13,456 | 835 | 0.0% | 0.0% | 54 | -465 | -3.34% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 13,296 | 826 | 0.06% | 0.05% | 55 | +2,305 | 20.97% | Q1 2026 | May 07, 2026 |
| 5T Wealth, LLC | History | Added to | 13,254 | 823 | 0.33% | 0.32% | 56 | +233 | 1.79% | Q1 2026 | Apr 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 12,842 | 797 | 0.03% | — | 57 | +12,842 | New | Q1 2026 | May 07, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 11,723 | 728 | 0.18% | 0.17% | 58 | +570 | 5.11% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,243 | 699 | 0.0% | 0.0% | 59 | +535 | 5.0% | Q1 2026 | Apr 30, 2026 |
| Virtu Financial LLC | History | New | 10,896 | 677 | 0.03% | — | 60 | +10,896 | New | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 10,566 | 656 | 0.02% | 0.02% | 61 | -29 | -0.27% | Q1 2026 | May 04, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 10,491 | 651 | 0.42% | 1.26% | 62 | -21,989 | -67.7% | Q1 2026 | May 06, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 10,479 | 651 | 0.24% | 0.25% | 63 | -764 | -6.8% | Q1 2026 | May 08, 2026 |
| L & S Advisors Inc | History | Added to | 9,463 | 587 | 0.07% | 0.05% | 64 | +163 | 1.75% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,324 | 569 | 0.0% | 0.0% | 65 | +2,533 | 37.3% | Q1 2026 | May 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Reduced | 8,236 | 511 | 0.22% | 0.25% | 66 | -3 | -0.04% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,026 | 498 | 0.0% | 0.0% | 67 | +340 | 4.42% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 7,614 | 473 | 0.01% | 0.01% | 68 | +1,043 | 15.87% | Q1 2026 | May 11, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 6,954 | 453 | 0.05% | 0.06% | 69 | -50 | -0.71% | Q1 2026 | May 12, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 7,271 | 451 | 0.06% | 0.08% | 70 | -2,713 | -27.17% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,729 | 418 | 0.0% | 0.0% | 71 | -74 | -1.09% | Q1 2026 | May 04, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 6,663 | 413 | 0.35% | 0.41% | 72 | -1,482 | -18.2% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,899 | 382 | 0.03% | 0.06% | 73 | -4,381 | -42.62% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,064 | 376 | 0.0% | 0.0% | 74 | -922 | -13.2% | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 5,775 | 358 | 0.14% | 0.14% | 75 | -5 | -0.09% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 5,452 | 338 | 0.0% | 0.01% | 76 | -126,389 | -95.86% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,322 | 330 | 0.0% | 0.0% | 77 | +10 | 0.19% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,065 | 315 | 0.0% | 0.0% | 78 | -10,679 | -67.83% | Q1 2026 | Apr 08, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 4,742 | 294 | 0.06% | 0.07% | 79 | -786 | -14.22% | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 4,562 | 283 | 0.0% | 0.13% | 80 | -174,682 | -97.45% | Q1 2026 | May 08, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 4,387 | 272 | 0.13% | 0.12% | 81 | +422 | 10.64% | Q1 2026 | Apr 22, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 4,341 | 269 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| LOM Asset Management Ltd | History | Added to | 4,255 | 264 | 0.08% | 0.05% | 83 | +1,200 | 39.28% | Q1 2026 | May 05, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 4,147 | 257 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 4,093 | 254 | 0.0% | — | 85 | +4,093 | New | Q1 2026 | May 15, 2026 |
| Cadence Bank | History | No change | 4,093 | 248 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| RVW Wealth, LLC | History | No change | 3,779 | 234 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Reduced | 3,671 | 228 | 0.02% | 0.02% | 88 | -458 | -11.09% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | New | 3,592 | 223 | 0.0% | — | 89 | +3,592 | New | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | No change | 3,500 | 217 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 3,413 | 212 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | New | 3,252 | 202 | 0.0% | — | 92 | +3,252 | New | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | New | 3,130 | 194 | 0.0% | — | 93 | +3,130 | New | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 2,870 | 178 | 0.01% | — | 94 | +2,870 | New | Q1 2026 | May 19, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,435 | 151 | 0.13% | 0.13% | 95 | +7 | 0.29% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,345 | 145 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 2,193 | 133 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,654 | 102 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,623 | 100 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,248 | 77 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 1,208 | 75 | 0.0% | 0.0% | 101 | +242 | 25.05% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 1,111 | 69 | 0.0% | 0.0% | 102 | +23 | 2.11% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 968 | 60 | 0.0% | — | 103 | +968 | New | Q1 2026 | May 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 846 | 52 | 0.02% | — | 104 | +846 | New | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 542 | 33 | 0.0% | 0.0% | 105 | -33 | -5.74% | Q1 2026 | May 11, 2026 |
| First Pacific Financial | History | Reduced | 526 | 32 | 0.0% | 0.0% | 106 | -4 | -0.75% | Q1 2026 | Apr 23, 2026 |
| CX Institutional | History | New | 446 | 28 | 0.0% | — | 107 | +446 | New | Q1 2026 | Apr 06, 2026 |
| Ancora Advisors LLC | History | No change | 350 | 21 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 335 | 20 | 0.0% | 0.0% | 109 | -42 | -11.14% | Q1 2026 | May 15, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 283 | 17 | 0.0% | 0.0% | 110 | +1 | 0.35% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 251 | 15 | 0.0% | 0.0% | 111 | +1 | 0.4% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Reduced | 234 | 14 | 0.0% | 0.0% | 112 | -303 | -56.42% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 227 | 14 | 0.0% | — | 113 | +227 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 200 | 12 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 186 | 11 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 168 | 10 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 154 | 9 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | New | 135 | 8 | 0.0% | — | 119 | +135 | New | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 144 | 8 | 0.0% | 0.0% | 118 | +24 | 20.0% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 106 | 6 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 57 | 3 | 0.0% | — | 122 | +57 | New | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | New | 51 | 3 | 0.0% | — | 123 | +51 | New | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,163 | -100.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,781 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,431 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,362 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -660 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 2 | 0 | — | 0.0% | — | -276 | -99.28% | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HOEY INVESTMENTS, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -37 | -80.43% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 08, 2026 |
| Basepoint Wealth LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |