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 | Added to | 378,373 | 23,754 | 0.01% | 0.01% | 1 | +9,861 | 2.68% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 338,153 | 21,229 | 0.0% | 0.0% | 2 | +9,741 | 2.97% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 233,928 | 14,686 | 0.0% | 0.0% | 3 | +17,704 | 8.19% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 206,141 | 12,941 | 0.01% | 0.01% | 4 | -4,206 | -2.0% | Q2 2026 | Aug 12, 2026 |
| SAM Advisors, LLC | History | Added to | 201,299 | 12,637 | 3.45% | 3.84% | 5 | +4,104 | 2.08% | Q2 2026 | Aug 13, 2026 |
| American Money Management, LLC | History | Added to | 196,972 | 12,365 | 1.77% | 1.87% | 6 | +6,535 | 3.43% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 180,905 | 11,357 | 0.0% | 0.0% | 7 | +12,528 | 7.44% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Added to | 160,092 | 10,050 | 0.01% | 0.01% | 8 | +2,093 | 1.32% | Q2 2026 | Aug 12, 2026 |
| KWB Wealth | History | Reduced | 156,463 | 9,822 | 0.84% | 0.96% | 9 | -2,728 | -1.71% | Q2 2026 | Jul 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 143,158 | 8,987 | 0.14% | 0.07% | 10 | +69,965 | 95.59% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 131,487 | 8,254 | 0.0% | 0.0% | 11 | +11,595 | 9.67% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 127,408 | 7,998 | 0.2% | 0.21% | 12 | +3,814 | 3.09% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | Added to | 117,326 | 7,365 | 0.01% | 0.0% | 14 | +111,874 | 2051.98% | Q2 2026 | Aug 27, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 117,327 | 7,365 | 0.09% | 0.11% | 13 | -1,174 | -0.99% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Reduced | 109,825 | 6,894 | 0.01% | 0.01% | 15 | -29,035 | -20.91% | Q2 2026 | Aug 14, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 108,749 | 6,827 | 0.3% | 0.32% | 16 | -7,266 | -6.26% | Q2 2026 | Jul 31, 2026 |
| UBS Group AG | History | Added to | 105,317 | 6,611 | 0.0% | 0.0% | 17 | +458 | 0.44% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 91,997 | 5,778 | 0.01% | 0.01% | 18 | +12,469 | 15.68% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 87,740 | 5,508 | 0.0% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 78,051 | 4,904 | 0.0% | 0.0% | 20 | -5,870 | -6.99% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 76,590 | 4,808 | 0.0% | 0.0% | 21 | +31,064 | 68.23% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Added to | 71,555 | 4,492 | 0.05% | 0.05% | 22 | +8,172 | 12.89% | Q2 2026 | Aug 12, 2026 |
| Avestar Capital, LLC | History | Added to | 71,243 | 4,472 | 0.25% | 0.27% | 23 | +3,991 | 5.93% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 70,777 | 4,436 | 0.0% | 0.0% | 24 | +3,506 | 5.21% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | Reduced | 68,223 | 4,283 | 0.22% | 0.24% | 25 | -1,529 | -2.19% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 64,100 | 4,024 | 0.01% | 0.01% | 26 | +838 | 1.32% | Q2 2026 | Jul 29, 2026 |
| Jacobi Capital Management LLC | History | Added to | 59,240 | 3,719 | 0.18% | 0.19% | 27 | +4,847 | 8.91% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 58,129 | 3,649 | 0.0% | 0.0% | 28 | +588 | 1.02% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 50,672 | 3,181 | 0.0% | 0.0% | 29 | -243 | -0.48% | Q2 2026 | Aug 03, 2026 |
| Schiavi & Co LLC | History | Added to | 49,032 | 3,078 | 0.81% | 0.8% | 30 | +5,824 | 13.48% | Q2 2026 | Aug 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 45,821 | 2,876 | 0.03% | 0.04% | 31 | +351 | 0.77% | Q2 2026 | Aug 18, 2026 |
| RHS Financial, LLC | History | Reduced | 41,397 | 2,598 | 1.05% | 1.51% | 32 | -9,924 | -19.34% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 41,334 | 2,594 | 0.0% | 0.0% | 33 | -9,158 | -18.14% | Q2 2026 | Sep 02, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 36,960 | 2,320 | 0.84% | 0.91% | 34 | -205 | -0.55% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 31,901 | 2,003 | 0.08% | 0.05% | 35 | +5,950 | 22.93% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 29,590 | 1,858 | 0.0% | 0.0% | 36 | +3,741 | 14.47% | Q2 2026 | Aug 14, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 29,577 | 1,856 | 1.52% | 1.73% | 37 | +737 | 2.56% | Q2 2026 | Aug 06, 2026 |
| Tactive Advisors, LLC | History | Reduced | 27,970 | 1,755 | 0.43% | 1.34% | 38 | -48,665 | -63.5% | Q2 2026 | Jul 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 27,875 | 1,750 | 0.05% | 0.06% | 39 | +936 | 3.47% | Q2 2026 | Jul 09, 2026 |
| Virtu Financial LLC | History | Added to | 24,593 | 1,544 | 0.05% | 0.03% | 40 | +13,697 | 125.71% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 24,474 | 1,536 | 0.01% | 0.01% | 41 | +1,183 | 5.08% | Q2 2026 | Aug 14, 2026 |
| Accel Wealth Management | History | Reduced | 22,336 | 1,402 | 0.32% | 0.55% | 42 | -11,547 | -34.08% | Q2 2026 | Jul 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 22,238 | 1,396 | 0.0% | 0.0% | 43 | +1,848 | 9.06% | Q2 2026 | Aug 14, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 21,438 | 1,345 | 0.48% | 0.72% | 44 | -10,388 | -32.64% | Q2 2026 | Jul 29, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 21,467 | 1,333 | 0.15% | 0.15% | 45 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 20,355 | 1,277 | 0.0% | 0.0% | 46 | -10,628 | -34.3% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | Added to | 14,529 | 912 | 0.03% | 0.03% | 47 | +40 | 0.28% | Q2 2026 | Aug 06, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 14,151 | 888 | 0.22% | 0.25% | 48 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 14,096 | 884 | 0.05% | 0.06% | 49 | +800 | 6.02% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,781 | 865 | 0.0% | 0.0% | 50 | -477 | -3.35% | Q2 2026 | Aug 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 12,905 | 810 | 0.02% | 0.03% | 51 | +63 | 0.49% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,564 | 789 | 0.0% | 0.0% | 52 | +1,321 | 11.75% | Q2 2026 | Jul 27, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 12,038 | 755 | 0.06% | 0.08% | 53 | -3,082 | -20.38% | Q2 2026 | Jul 17, 2026 |
| Strategic Financial Concepts, LLC | History | Reduced | 11,595 | 727 | 0.22% | 0.81% | 54 | -41,277 | -78.07% | Q2 2026 | Jul 27, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 11,246 | 706 | 0.16% | 0.18% | 55 | -477 | -4.07% | Q2 2026 | Jul 14, 2026 |
| Sigma Planning Corp | History | Added to | 10,861 | 681 | 0.02% | 0.02% | 56 | +295 | 2.79% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,824 | 679 | 0.0% | 0.02% | 57 | -22,321 | -67.34% | Q2 2026 | Sep 08, 2026 |
| Contango Wealth Management LLC | History | No change | 10,391 | 645 | 0.75% | 0.75% | 58 | 0 | 0.0% | Q1 2026 | Jun 09, 2026 |
| L & S Advisors Inc | History | Added to | 9,870 | 619 | 0.06% | 0.07% | 59 | +407 | 4.3% | Q2 2026 | Aug 12, 2026 |
| 5T Wealth, LLC | History | Reduced | 9,641 | 605 | 0.23% | 0.33% | 60 | -3,613 | -27.26% | Q2 2026 | Jul 21, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 8,947 | 561 | 0.32% | 0.42% | 61 | -1,544 | -14.72% | Q2 2026 | Jul 27, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 8,883 | 557 | 0.19% | 0.24% | 62 | -1,596 | -15.23% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,628 | 541 | 0.0% | 0.01% | 63 | -18,363 | -68.03% | Q2 2026 | Jul 20, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 8,507 | 534 | 0.17% | 0.22% | 64 | +271 | 3.29% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,307 | 521 | 0.0% | 0.0% | 65 | +281 | 3.5% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,112 | 509 | 0.0% | 0.0% | 66 | +2,790 | 52.42% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,999 | 439 | 0.0% | 0.0% | 67 | -2,325 | -24.94% | Q2 2026 | Aug 17, 2026 |
| Allworth Financial LP | History | Reduced | 6,781 | 425 | 0.0% | 0.0% | 68 | -6,675 | -49.61% | Q2 2026 | Aug 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 6,664 | 418 | 0.01% | 0.01% | 69 | -950 | -12.48% | Q2 2026 | Jul 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,506 | 408 | 0.0% | 0.0% | 70 | -223 | -3.31% | Q2 2026 | Sep 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,198 | 389 | 0.0% | 0.0% | 71 | +134 | 2.21% | Q2 2026 | Aug 07, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 6,078 | 381 | 0.3% | 0.35% | 72 | -585 | -8.78% | Q2 2026 | Aug 14, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 5,815 | 365 | 0.04% | 0.04% | 73 | -264 | -4.34% | Q2 2026 | Sep 02, 2026 |
| Sovran Advisors, LLC | History | Reduced | 5,658 | 362 | 0.03% | 0.03% | 74 | -241 | -4.09% | Q2 2026 | Jul 29, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 5,656 | 355 | 0.13% | 0.14% | 75 | -119 | -2.06% | Q2 2026 | Jul 23, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 5,002 | 314 | 0.04% | 0.06% | 76 | -2,269 | -31.21% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,870 | 305 | 0.0% | — | 77 | +4,870 | New | Q2 2026 | Aug 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,500 | 286 | 0.0% | 0.0% | 78 | -565 | -11.15% | Q2 2026 | Jul 15, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 4,341 | 272 | 0.05% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| LOM Asset Management Ltd | History | No change | 4,255 | 267 | 0.07% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 4,147 | 260 | 0.05% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,093 | 256 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 3,892 | 244 | 0.1% | 0.13% | 83 | -495 | -11.28% | Q2 2026 | Jul 23, 2026 |
| RVW Wealth, LLC | History | No change | 3,779 | 237 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 3,710 | 232 | 0.04% | 0.06% | 85 | -1,032 | -21.76% | Q2 2026 | Jul 21, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 3,466 | 220 | 0.02% | 0.05% | 86 | -3,488 | -50.16% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 3,496 | 219 | 0.03% | 0.03% | 88 | +83 | 2.43% | Q2 2026 | Jul 27, 2026 |
| Aprio Wealth Management, LLC | History | No change | 3,500 | 219 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | History | New | 3,246 | 203 | 0.16% | — | 89 | +3,246 | New | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | No change | 3,130 | 196 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 2,463 | 154 | 0.12% | 0.13% | 91 | +28 | 1.15% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,239 | 140 | 0.0% | 0.0% | 92 | +991 | 79.41% | Q2 2026 | Jul 17, 2026 |
| BlackRock, Inc. | History | Added to | 1,754 | 110 | 0.0% | 0.0% | 93 | +643 | 57.88% | Q2 2026 | Aug 07, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 1,578 | 99 | 0.01% | 0.01% | 94 | -76 | -4.59% | Q2 2026 | Aug 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,562 | 98 | 0.0% | 0.0% | 95 | +1,408 | 914.29% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | New | 1,227 | 77 | 0.01% | — | 96 | +1,227 | New | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 1,208 | 75 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 968 | 60 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 846 | 53 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NewEdge Advisors, LLC | History | Added to | 662 | 41 | 0.0% | 0.0% | 100 | +7 | 1.07% | Q2 2026 | Aug 12, 2026 |
| First Pacific Financial | History | Reduced | 420 | 26 | 0.0% | 0.0% | 101 | -106 | -20.15% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 335 | 21 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 350 | 21 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wagner Wealth Management, LLC | History | Added to | 287 | 18 | 0.0% | 0.0% | 104 | +4 | 1.41% | Q2 2026 | Jul 24, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 257 | 16 | 0.0% | 0.0% | 105 | -285 | -52.58% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 254 | 15 | 0.0% | 0.0% | 106 | +3 | 1.2% | Q2 2026 | Jul 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 200 | 12 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 168 | 10 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | New | 108 | 6 | 0.0% | — | 109 | +108 | New | Q2 2026 | Aug 06, 2026 |
| Coastline Trust Co | History | New | 68 | 4 | 0.0% | — | 110 | +68 | New | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | New | 34 | 2 | 0.0% | — | 111 | +34 | New | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 112 | -120 | -83.33% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | No change | 16 | 1 | 0.0% | — | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.06% | — | -95,046 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,562 | -100.0% | Q2 2026 | Aug 05, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,671 | -100.0% | Q2 2026 | Aug 18, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,592 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,252 | -100.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,345 | -100.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -1,623 | -100.0% | Q2 2026 | Jul 28, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -446 | -100.0% | Q2 2026 | Jul 01, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -234 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -186 | -100.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q2 2026 | Jul 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 4 | 0 | — | — | — | -5 | -55.56% | Q2 2026 | Aug 03, 2026 |
| Basepoint Wealth LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Financial Gravity Companies, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q2 2026 | Aug 05, 2026 |
| VANGUARD ADVISERS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |