J.P. Morgan Exchange-Traded Fund Trust - JPIB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McCarthy & Cox | History | Reduced | 8,111 | 394,998 | 4.79% | 4.02% | 1 | -351,356 | -97.74% | Q4 2025 | Jan 23, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 2,329,725 | 113,457 | 3.17% | 3.16% | 2 | +78,619 | 3.49% | Q4 2025 | Feb 05, 2026 |
| Rice Partnership, LLC | History | Added to | 1,428,266 | 69,556 | 9.4% | 9.14% | 3 | +115,270 | 8.78% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 1,425,590 | 69,426 | 0.02% | 0.01% | 4 | +607,775 | 74.32% | Q4 2025 | Feb 11, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 916,928 | 44,654 | 6.11% | 5.23% | 5 | +162,836 | 21.59% | Q4 2025 | Jan 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 866,906 | 42,218 | 0.05% | 0.02% | 6 | +550,828 | 174.27% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 745,083 | 36,285 | 0.0% | 0.0% | 7 | +275,460 | 58.66% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 587,164 | 28,594 | 0.03% | 0.03% | 8 | +142,959 | 32.18% | Q4 2025 | Feb 17, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 540,665 | 26,330 | 2.93% | 2.9% | 9 | +39,892 | 7.97% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 534,507 | 26,030 | 0.01% | 0.01% | 10 | +36,644 | 7.36% | Q4 2025 | Feb 18, 2026 |
| Hughes Financial Services, LLC | History | Added to | 434,261 | 21,148 | 3.32% | 3.09% | 11 | +37,608 | 9.48% | Q4 2025 | Feb 11, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 427,065 | 20,798 | 11.56% | — | 12 | +427,065 | New | Q4 2025 | Feb 06, 2026 |
| Hills Bank & Trust Co | History | Added to | 388,022 | 18,896 | 1.1% | 1.08% | 13 | +15,222 | 4.08% | Q4 2025 | Feb 05, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 385,258 | 18,762 | 5.39% | 4.95% | 14 | +37,745 | 10.86% | Q4 2025 | Jan 13, 2026 |
| KINTRA WEALTH, LLC | History | New | 355,700 | 17,322 | 2.42% | — | 15 | +355,700 | New | Q4 2025 | Feb 18, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 346,946 | 16,896 | 1.2% | 1.05% | 16 | +29,060 | 9.14% | Q4 2025 | Jan 14, 2026 |
| Certified Advisory Corp | History | Added to | 320,637 | 15,615 | 1.42% | 1.4% | 17 | +19,552 | 6.49% | Q4 2025 | Jan 12, 2026 |
| Peak Financial Management, Inc. | History | Added to | 312,115 | 15,200 | 3.92% | 3.9% | 18 | +10,976 | 3.64% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 310,530 | 15,122 | 0.0% | 0.0% | 19 | +61,004 | 24.45% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 299,872 | 14,603 | 0.01% | 0.0% | 20 | +256,745 | 595.32% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 287,326 | 13,992 | 0.02% | 0.02% | 21 | -9,594 | -3.23% | Q4 2025 | Feb 12, 2026 |
| Stadion Money Management, LLC | History | New | 233,697 | 11,381 | 0.92% | — | 22 | +233,697 | New | Q4 2025 | Feb 17, 2026 |
| CGN Advisors LLC | History | Added to | 215,157 | 10,478 | 0.83% | 0.83% | 23 | +8,947 | 4.34% | Q4 2025 | Jan 05, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 211,317 | 10,291 | 3.19% | 3.77% | 24 | -34,093 | -13.89% | Q4 2025 | Jan 15, 2026 |
| MAI Capital Management | History | Added to | 202,992 | 9,885 | 0.06% | 0.06% | 25 | +8,047 | 4.13% | Q4 2025 | Feb 13, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 183,205 | 8,922 | 1.19% | 1.32% | 26 | +2,500 | 1.38% | Q4 2025 | Jan 09, 2026 |
| JANE STREET GROUP, LLC | History | New | 179,739 | 8,753 | 0.0% | — | 27 | +179,739 | New | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 172,257 | 8,388 | 0.15% | 0.16% | 28 | +28,114 | 19.5% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 171,660 | 8,359 | 0.01% | 0.01% | 29 | -5,475 | -3.09% | Q4 2025 | Feb 13, 2026 |
| Financial Connections Group, Inc. | History | Added to | 168,784 | 8,219 | 2.83% | 0.06% | 30 | +165,466 | 4986.92% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 164,316 | 8,002 | 0.03% | 0.03% | 31 | +26,357 | 19.1% | Q4 2025 | Feb 18, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 164,298 | 8,001 | 2.82% | 2.76% | 32 | +9,492 | 6.13% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | Added to | 161,988 | 7,888 | 2.24% | 2.12% | 33 | +13,490 | 9.08% | Q4 2025 | Feb 10, 2026 |
| Fiduciary Alliance LLC | History | Added to | 157,822 | 7,685 | 0.5% | 0.46% | 34 | +16,865 | 11.96% | Q4 2025 | Jan 22, 2026 |
| Ignite Planners, LLC | History | Added to | 152,192 | 7,480 | 1.14% | 1.22% | 35 | +479 | 0.32% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 152,810 | 7,441 | 0.01% | 0.02% | 36 | -19,298 | -11.21% | Q4 2025 | Feb 17, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 149,488 | 7,280 | 1.73% | 1.7% | 37 | +8,537 | 6.06% | Q4 2025 | Jan 22, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 148,100 | 7,212 | 1.99% | 2.01% | 38 | -669 | -0.45% | Q4 2025 | Jan 15, 2026 |
| Sonoma Allocations LLC | History | Added to | 142,451 | 6,970 | 2.31% | 2.25% | 39 | +16,719 | 13.3% | Q4 2025 | Feb 23, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 141,410 | 6,886 | 1.02% | 0.23% | 40 | +120,732 | 583.87% | Q4 2025 | Feb 03, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 141,345 | 6,883 | 3.68% | 3.67% | 41 | +7,858 | 5.89% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Added to | 140,338 | 6,834 | 0.14% | 0.13% | 42 | +22,763 | 19.36% | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 139,100 | 6,774 | 0.43% | 0.43% | 43 | +8,176 | 6.24% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 137,756 | 6,709 | 0.02% | 0.01% | 44 | +31,510 | 29.66% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 135,294 | 6,588 | 0.0% | — | 45 | +135,294 | New | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 133,130 | 6,518 | 0.67% | 0.62% | 46 | +12,534 | 10.39% | Q4 2025 | Jan 27, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 132,653 | 6,460 | 0.31% | 0.31% | 47 | +4,262 | 3.32% | Q4 2025 | Jan 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 131,817 | 6,419 | 0.4% | 0.43% | 48 | +11,229 | 9.31% | Q4 2025 | Feb 11, 2026 |
| Summit Financial, LLC | History | New | 129,002 | 6,316 | 0.09% | — | 49 | +129,002 | New | Q4 2025 | Feb 13, 2026 |
| Treasure Coast Financial Planning | History | Added to | 128,900 | 6,278 | 3.33% | 3.39% | 50 | +4,866 | 3.92% | Q4 2025 | Jan 22, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 120,664 | 5,876 | 1.6% | 1.32% | 51 | +19,983 | 19.85% | Q4 2025 | Feb 17, 2026 |
| Manske Wealth Management | History | Added to | 111,383 | 5,424 | 1.6% | 1.64% | 52 | +2,071 | 1.89% | Q4 2025 | Feb 03, 2026 |
| Marmo Financial Group, LLC | History | Added to | 111,271 | 5,418 | 2.56% | 2.62% | 53 | +941 | 0.85% | Q4 2025 | Feb 03, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 107,857 | 5,252 | 0.36% | 0.33% | 54 | +15,317 | 16.55% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 107,430 | 5,231 | 0.06% | 0.07% | 55 | -2,895 | -2.62% | Q4 2025 | Jan 21, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 103,468 | 5,038 | 0.97% | 0.97% | 56 | +1,918 | 1.89% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 100,479 | 4,893 | 0.0% | 0.0% | 57 | -1,787 | -1.75% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 96,234 | 4,686 | 0.02% | 0.01% | 58 | +54,481 | 130.48% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 94,772 | 4,615 | 0.11% | 0.07% | 59 | +43,170 | 83.66% | Q4 2025 | Feb 09, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 93,135 | 4,535 | 1.03% | 0.97% | 60 | +12,000 | 14.79% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 92,256 | 4,492 | 0.03% | — | 61 | +92,256 | New | Q4 2025 | Feb 18, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 79,812 | 3,886 | 1.23% | 1.34% | 62 | +2,828 | 3.67% | Q4 2025 | Jan 08, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 79,072 | 3,850 | 0.56% | 0.07% | 63 | +68,836 | 672.49% | Q4 2025 | Jan 28, 2026 |
| Systelligence, LLC | History | New | 78,916 | 3,843 | 0.73% | — | 64 | +78,916 | New | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 73,090 | 3,559 | 0.0% | 0.0% | 65 | -10,882 | -12.96% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 72,261 | 3,519 | 0.0% | 0.0% | 66 | +7,647 | 11.83% | Q4 2025 | Feb 17, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 71,189 | 3,466 | 0.96% | 0.97% | 67 | -748 | -1.04% | Q4 2025 | Jan 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 70,978 | 3,457 | 0.01% | 0.01% | 68 | +7,512 | 11.84% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 67,045 | 3,265 | 0.0% | 0.0% | 69 | +28,291 | 73.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 65,572 | 3,193 | 0.15% | 0.15% | 70 | +396 | 0.61% | Q4 2025 | Jan 20, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 64,536 | 3,142 | 2.35% | 2.39% | 71 | -94 | -0.15% | Q4 2025 | Jan 20, 2026 |
| Mach-1 Financial Group, LLC | History | New | 62,630 | 3,050 | 0.63% | — | 72 | +62,630 | New | Q4 2025 | Feb 06, 2026 |
| OneAscent Financial Services LLC | History | New | 62,524 | 3,044 | 0.28% | — | 73 | +62,524 | New | Q4 2025 | Feb 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 61,256 | 2,983 | 0.19% | 0.23% | 74 | -9,089 | -12.92% | Q4 2025 | Feb 03, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 60,724 | 2,957 | 1.19% | 1.19% | 75 | -595 | -0.97% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 60,544 | 2,948 | 0.02% | 0.02% | 76 | +10,754 | 21.6% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 55,981 | 2,726 | 0.01% | 0.02% | 77 | +2,017 | 3.74% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 55,360 | 2,696 | 0.0% | 0.0% | 78 | +54,950 | 13402.44% | Q4 2025 | Mar 16, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 54,839 | 2,670 | 0.84% | 0.59% | 79 | +18,520 | 50.99% | Q4 2025 | Feb 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 54,725 | 2,665 | 0.15% | 0.15% | 80 | +3,447 | 6.72% | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Added to | 52,917 | 2,577 | 0.21% | 0.05% | 81 | +41,754 | 374.04% | Q4 2025 | Feb 04, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 50,163 | 2,442 | 0.7% | 0.69% | 82 | +4,466 | 9.77% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 44,919 | 2,187 | 0.03% | 0.04% | 83 | -28,291 | -38.64% | Q4 2025 | Feb 11, 2026 |
| Econ Financial Services Corp | History | New | 44,872 | 2,185 | 1.1% | — | 84 | +44,872 | New | Q4 2025 | Jan 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 44,832 | 2,183 | 0.03% | 0.03% | 85 | +597 | 1.35% | Q4 2025 | Feb 02, 2026 |
| Winter & Associates, Inc. | History | New | 44,800 | 2,181 | 2.02% | — | 86 | +44,800 | New | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | Added to | 43,731 | 2,129 | 0.22% | 0.22% | 87 | +1,861 | 4.44% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 42,854 | 2,087 | 0.16% | — | 88 | +42,854 | New | Q4 2025 | Mar 04, 2026 |
| Financial Partners Group, Inc | History | Added to | 42,221 | 2,075 | 0.24% | 0.1% | 89 | +25,358 | 150.38% | Q4 2025 | Feb 03, 2026 |
| Sunrise Financial Services, LLC | History | New | 40,950 | 1,994 | 1.5% | — | 90 | +40,950 | New | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 37,199 | 1,811 | 0.0% | 0.0% | 91 | +1,001 | 2.77% | Q4 2025 | Feb 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 36,881 | 1,796 | 0.55% | 0.58% | 92 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 35,538 | 1,744 | 0.85% | 1.03% | 93 | -2,952 | -7.67% | Q4 2025 | Feb 10, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 35,718 | 1,739 | 0.18% | 0.6% | 94 | -76,282 | -68.11% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | New | 34,388 | 1,674 | 0.01% | — | 95 | +34,388 | New | Q4 2025 | Jan 29, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 34,252 | 1,668 | 0.43% | 0.44% | 96 | +176 | 0.52% | Q4 2025 | Jan 27, 2026 |
| Berger Financial Group, Inc | History | Added to | 32,536 | 1,584 | 0.09% | 0.09% | 97 | +1,050 | 3.33% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 29,602 | 1,441 | 0.03% | 0.03% | 98 | +200 | 0.68% | Q4 2025 | Jan 14, 2026 |
| InTrack Investment Management Inc | History | Added to | 29,238 | 1,423 | 0.8% | 0.7% | 99 | +5,372 | 22.51% | Q4 2025 | Jan 14, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 27,474 | 1,337 | 0.95% | 0.94% | 100 | +1,144 | 4.34% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 27,172 | 1,323 | 0.03% | 0.03% | 101 | +444 | 1.66% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 26,775 | 1,303 | 0.03% | 0.02% | 102 | +4,236 | 18.79% | Q4 2025 | Feb 02, 2026 |
| Ameritas Advisory Services, LLC | History | New | 26,648 | 1,297 | 0.05% | — | 103 | +26,648 | New | Q4 2025 | Feb 04, 2026 |
| Argent Trust Co | History | Added to | 25,899 | 1,261 | 0.04% | 0.04% | 104 | +2,715 | 11.71% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 25,052 | 1,220 | 0.33% | — | 105 | +25,052 | New | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,947 | 1,214 | 0.0% | 0.0% | 106 | +19,345 | 345.32% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | New | 24,814 | 1,208 | 0.03% | — | 107 | +24,814 | New | Q4 2025 | Feb 17, 2026 |
| Cadent Capital Advisors, LLC | History | New | 23,689 | 1,153 | 0.3% | — | 108 | +23,689 | New | Q4 2025 | Jan 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 23,422 | 1,140 | 0.01% | 0.01% | 109 | +838 | 3.71% | Q4 2025 | Jan 26, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 22,749 | 1,107 | 0.3% | 0.26% | 110 | +3,630 | 18.99% | Q4 2025 | Feb 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 22,636 | 1,102 | 0.01% | 0.0% | 111 | +13,086 | 137.03% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 22,486 | 1,095 | 0.04% | 0.03% | 112 | +4,536 | 25.27% | Q4 2025 | Jan 09, 2026 |
| Clear Point Advisors Inc. | History | Added to | 22,394 | 1,090 | 0.85% | 0.58% | 113 | +7,109 | 46.51% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 22,349 | 1,088 | 0.03% | 0.03% | 114 | +698 | 3.22% | Q4 2025 | Jan 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 21,611 | 1,052 | 0.02% | 0.02% | 115 | +1,919 | 9.75% | Q4 2025 | Feb 19, 2026 |
| UMB Bank, n.a. | History | New | 21,569 | 1,050 | 0.01% | — | 116 | +21,569 | New | Q4 2025 | Feb 13, 2026 |
| First Citizens Financial Corp | History | Reduced | 19,912 | 969 | 0.48% | 0.78% | 117 | -12,350 | -38.28% | Q4 2025 | Jan 06, 2026 |
| Daybright Advisory Services, Inc. | History | New | 19,571 | 953 | 0.25% | — | 118 | +19,571 | New | Q4 2025 | Feb 12, 2026 |
| Helium Advisors LLC | History | Added to | 19,534 | 951 | 0.96% | 0.22% | 119 | +14,150 | 262.82% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,632 | 907 | 0.02% | 0.02% | 120 | +178 | 0.96% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,055 | 879 | 0.0% | 0.0% | 121 | +16 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 17,805 | 867 | 0.07% | 0.06% | 122 | +4,606 | 34.9% | Q4 2025 | Jan 23, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 17,753 | 864 | 0.09% | 0.04% | 123 | +11,059 | 165.21% | Q4 2025 | Feb 18, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 17,390 | 846 | 0.36% | 0.32% | 124 | +3,396 | 24.27% | Q4 2025 | Jan 22, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 17,094 | 832 | 0.01% | 0.01% | 125 | -471 | -2.68% | Q4 2025 | Feb 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 16,655 | 811 | 0.02% | 0.02% | 126 | +585 | 3.64% | Q4 2025 | Feb 06, 2026 |
| PKS Advisory Services, LLC | History | Added to | 15,417 | 750 | 0.17% | 0.15% | 127 | +729 | 4.96% | Q4 2025 | Feb 02, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 15,114 | 736 | 0.2% | 0.2% | 128 | -160 | -1.05% | Q4 2025 | Feb 09, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 13,926 | 678 | 0.17% | 0.3% | 129 | -11,007 | -44.15% | Q4 2025 | Jan 09, 2026 |
| INNEALTA CAPITAL, LLC | History | Reduced | 13,523 | 658 | 0.36% | 0.69% | 130 | -14,484 | -51.72% | Q4 2025 | Jan 30, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 13,118 | 638 | 0.23% | 2.25% | 131 | -98,090 | -88.2% | Q4 2025 | Feb 11, 2026 |
| MOTCO | History | Added to | 13,069 | 636 | 0.06% | 0.05% | 132 | +1,854 | 16.53% | Q4 2025 | Feb 06, 2026 |
| Fortitude Financial, LLC | History | New | 12,919 | 629 | 0.53% | — | 133 | +12,919 | New | Q4 2025 | Jan 27, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 12,220 | 595 | 0.21% | 0.24% | 134 | -112 | -0.91% | Q4 2025 | Feb 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 12,204 | 594 | 0.08% | 0.09% | 135 | +484 | 4.13% | Q4 2025 | Jan 21, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 11,786 | 573 | 0.04% | 2.37% | 136 | -470,919 | -97.56% | Q4 2025 | Jan 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 10,707 | 521 | 0.02% | 0.02% | 137 | +3,446 | 47.46% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,539 | 513 | 0.0% | 0.0% | 138 | +83 | 0.79% | Q4 2025 | Feb 11, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 9,230 | 449 | 0.15% | — | 139 | +9,230 | New | Q4 2025 | Mar 27, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 8,750 | 426 | 0.07% | 0.06% | 140 | +750 | 9.38% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,592 | 418 | 0.0% | 0.0% | 141 | +1,043 | 13.82% | Q4 2025 | Feb 13, 2026 |
| KWB Wealth | History | New | 8,372 | 407 | 0.04% | — | 142 | +8,372 | New | Q4 2025 | Jan 12, 2026 |
| Wealth Alliance Advisory Group, LLC | History | New | 8,264 | 402 | 0.07% | — | 143 | +8,264 | New | Q4 2025 | Jan 29, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 8,131 | 395 | 0.21% | 0.19% | 144 | +422 | 5.47% | Q4 2025 | Jan 23, 2026 |
| Capstone Wealth Management Group LLC | History | New | 7,912 | 385 | 0.23% | — | 145 | +7,912 | New | Q4 2025 | Jan 09, 2026 |
| AlphaCore Capital LLC | History | Added to | 7,757 | 379 | 0.01% | 0.0% | 146 | +7,642 | 6645.22% | Q4 2025 | Feb 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | New | 7,600 | 370 | 0.02% | — | 147 | +7,600 | New | Q4 2025 | Feb 17, 2026 |
| Mission Hills Financial Advisory, LLC | History | New | 7,506 | 365 | 0.19% | — | 148 | +7,506 | New | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 7,310 | 355 | 0.0% | 0.0% | 149 | +5,935 | 431.64% | Q4 2025 | Jan 26, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 7,082 | 344 | 0.07% | 0.09% | 150 | -1,690 | -19.27% | Q4 2025 | Jan 27, 2026 |
| Coppell Advisory Solutions LLC | History | New | 6,968 | 341 | 0.03% | — | 151 | +6,968 | New | Q4 2025 | Feb 17, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 6,711 | 327 | 0.06% | 0.06% | 152 | -369 | -5.21% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 6,761 | 321 | 0.0% | — | 153 | +6,761 | New | Q4 2025 | Feb 12, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,541 | 318 | 0.06% | 0.07% | 154 | +493 | 8.15% | Q4 2025 | Feb 11, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,482 | 317 | 0.13% | 0.14% | 155 | -190 | -2.85% | Q4 2025 | Jan 22, 2026 |
| Capital Developers, LLC | History | New | 6,492 | 316 | 0.28% | — | 156 | +6,492 | New | Q4 2025 | Jan 30, 2026 |
| Betterment LLC | History | Added to | 6,395 | 311 | 0.0% | 0.0% | 157 | +1,159 | 22.14% | Q4 2025 | Feb 12, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 6,311 | 307 | 0.16% | 0.21% | 158 | -1,723 | -21.45% | Q4 2025 | Feb 17, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 6,268 | 305 | 0.05% | 0.06% | 159 | -311 | -4.73% | Q4 2025 | Jan 15, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 6,180 | 300 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,988 | 291 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,919 | 289 | 0.0% | 0.0% | 162 | -12 | -0.2% | Q4 2025 | Jan 08, 2026 |
| First Bank & Trust | History | New | 5,904 | 287 | 0.05% | — | 163 | +5,904 | New | Q4 2025 | Jan 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 5,876 | 286 | 0.1% | 0.03% | 164 | +5,520 | 1550.56% | Q4 2025 | Jan 20, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 5,888 | 286 | 0.05% | 0.05% | 165 | +262 | 4.66% | Q4 2025 | Jan 28, 2026 |
| Prospera Financial Services Inc | History | New | 5,592 | 272 | 0.0% | — | 166 | +5,592 | New | Q4 2025 | Feb 09, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 5,516 | 268 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,264 | 256 | 0.0% | 0.0% | 168 | +767 | 17.06% | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 5,121 | 249 | 0.02% | 0.02% | 169 | +706 | 15.99% | Q4 2025 | Jan 09, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 5,055 | 246 | 0.02% | 0.02% | 170 | +59 | 1.18% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 4,837 | 235 | 0.0% | 0.0% | 171 | -621,242 | -99.23% | Q4 2025 | Mar 25, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 4,724 | 232 | 0.07% | 0.07% | 172 | +950 | 25.17% | Q4 2025 | Feb 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 4,759 | 231 | 0.01% | — | 173 | +4,759 | New | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Reduced | 4,658 | 226 | 0.01% | 0.01% | 174 | -307 | -6.18% | Q4 2025 | Jan 30, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Reduced | 4,474 | 217 | 0.08% | 0.1% | 175 | -1,020 | -18.57% | Q4 2025 | Feb 09, 2026 |
| Stonehearth Capital Management, LLC | History | New | 4,431 | 215 | 0.08% | — | 176 | +4,431 | New | Q4 2025 | Jan 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,414 | 214 | 0.0% | 0.0% | 177 | +14 | 0.32% | Q4 2025 | Feb 02, 2026 |
| Allworth Financial LP | History | New | 4,092 | 199 | 0.0% | — | 178 | +4,092 | New | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | Added to | 3,476 | 169 | 0.01% | 0.0% | 179 | +120 | 3.58% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,386 | 164 | 0.01% | 0.01% | 180 | -140 | -3.97% | Q4 2025 | Feb 06, 2026 |
| OPTIMA CAPITAL LLC | History | New | 2,874 | 139 | 0.06% | — | 181 | +2,874 | New | Q4 2025 | Jan 23, 2026 |
| Aviso Financial Inc. | History | No change | 2,486 | 121 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 2,244 | 109 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,987 | 96 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,709 | 83 | 0.01% | 0.01% | 185 | -58 | -3.28% | Q4 2025 | Feb 20, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1,644 | 80 | 0.02% | 0.04% | 186 | -1,833 | -52.72% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,644 | 80 | 0.0% | 0.0% | 187 | +620 | 60.55% | Q4 2025 | Jan 23, 2026 |
| WFA of San Diego, LLC | History | No change | 1,529 | 74 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 1,305 | 63 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,236 | 60 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 1,093 | 53 | 0.0% | — | 191 | +1,093 | New | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,034 | 50 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Elyxium Wealth, LLC | History | New | 1,000 | 48 | 0.01% | — | 194 | +1,000 | New | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 980 | 48 | 0.0% | 0.0% | 193 | +862 | 730.51% | Q4 2025 | Jan 26, 2026 |
| Trust Co | History | New | 948 | 46 | 0.0% | — | 195 | +948 | New | Q4 2025 | Jan 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 898 | 43 | 0.02% | — | 196 | +898 | New | Q4 2025 | Feb 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 648 | 31 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 585 | 28 | 0.0% | 0.0% | 198 | -1,626 | -73.54% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 372 | 18 | 0.0% | 0.0% | 199 | -320 | -46.24% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 350 | 17 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 326 | 15 | 0.01% | — | 201 | +326 | New | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 306 | 14 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 262 | 12 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Reduced | 235 | 11 | 0.0% | 0.0% | 204 | -265 | -53.0% | Q4 2025 | Feb 06, 2026 |
| Costello Asset Management, INC | History | Added to | 224 | 10 | 0.0% | 0.0% | 205 | +74 | 49.33% | Q4 2025 | Feb 03, 2026 |
| Clarity Asset Management, Inc. | History | New | 187 | 9 | 0.0% | — | 206 | +187 | New | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Added to | 101 | 4 | 0.0% | 0.0% | 207 | +74 | 274.07% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 78 | 3 | 0.0% | 0.0% | 208 | -367 | -82.47% | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 24 | 1 | 0.0% | 0.0% | 209 | -164 | -87.23% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -35,998 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -17,269 | -100.0% | Q3 2025 | Oct 31, 2025 |
| REGATTA CAPITAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -14,836 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Resurgent Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -12,626 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Friday Financial | History | Closed out | 0 | 0 | — | 0.18% | — | -8,771 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,128 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,269 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Coastline Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -772 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -398 | -100.0% | Q3 2025 | Nov 18, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |