J.P. Morgan Exchange-Traded Fund Trust - JPIB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| McCarthy & Cox | History | No change | 8,111 | 394,998 | 4.79% | 4.79% | 1 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 2,433,536 | 116,371 | 3.19% | 3.17% | 2 | +103,811 | 4.46% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 1,557,098 | 74,460 | 0.02% | 0.02% | 3 | +131,508 | 9.22% | Q1 2026 | May 06, 2026 |
| Rice Partnership, LLC | History | Added to | 1,490,968 | 71,298 | 9.74% | 9.4% | 4 | +62,702 | 4.39% | Q1 2026 | May 07, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 1,164,888 | 55,704 | 7.16% | 6.11% | 5 | +247,960 | 27.04% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,078,443 | 51,571 | 0.0% | 0.0% | 6 | +767,913 | 247.29% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 982,690 | 46,992 | 0.05% | 0.05% | 7 | +115,784 | 13.36% | Q1 2026 | May 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 927,039 | 44,331 | 0.51% | 0.06% | 8 | +819,609 | 762.92% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | New | 883,008 | 42,225 | 0.76% | — | 9 | +883,008 | New | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 757,482 | 36,222 | 0.04% | 0.03% | 10 | +170,318 | 29.01% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | New | 663,626 | 31,734 | 0.55% | — | 11 | +663,626 | New | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 612,587 | 29,293 | 0.01% | 0.01% | 12 | +78,080 | 14.61% | Q1 2026 | May 14, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 538,595 | 25,755 | 2.79% | 2.93% | 13 | -2,070 | -0.38% | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | Reduced | 489,755 | 23,420 | 0.0% | 0.0% | 14 | -255,328 | -34.27% | Q1 2026 | May 15, 2026 |
| Midwest Financial Partners Investments, Inc. | History | Added to | 455,947 | 21,803 | 11.56% | 11.56% | 15 | +28,882 | 6.76% | Q1 2026 | Apr 23, 2026 |
| Hughes Financial Services, LLC | History | Added to | 451,493 | 21,590 | 3.32% | 3.32% | 16 | +17,232 | 3.97% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 444,980 | 21,278 | 0.01% | 0.01% | 17 | +145,108 | 48.39% | Q1 2026 | May 07, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 421,698 | 20,165 | 5.72% | 5.39% | 18 | +36,440 | 9.46% | Q1 2026 | May 12, 2026 |
| Hills Bank & Trust Co | History | Added to | 417,820 | 19,980 | 0.97% | 1.1% | 19 | +29,798 | 7.68% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Added to | 411,563 | 19,964 | 0.3% | 0.14% | 20 | +271,225 | 193.27% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 368,315 | 17,612 | 0.0% | 0.0% | 21 | +267,836 | 266.56% | Q1 2026 | May 04, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 362,816 | 17,349 | 1.23% | 2.42% | 22 | +7,116 | 2.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 357,688 | 17,104 | 0.0% | 0.0% | 23 | +222,394 | 164.38% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 356,185 | 17,032 | 1.26% | 1.2% | 24 | +9,239 | 2.66% | Q1 2026 | Apr 13, 2026 |
| Certified Advisory Corp | History | Added to | 351,573 | 16,812 | 1.51% | 1.42% | 25 | +30,936 | 9.65% | Q1 2026 | Apr 17, 2026 |
| Peak Financial Management, Inc. | History | Added to | 344,083 | 16,454 | 4.18% | 3.92% | 26 | +31,968 | 10.24% | Q1 2026 | Apr 28, 2026 |
| Destiny Wealth Partners, LLC | History | New | 311,935 | 14,916 | 1.63% | — | 27 | +311,935 | New | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 310,728 | 14,859 | 0.02% | 0.02% | 28 | +23,402 | 8.14% | Q1 2026 | Apr 27, 2026 |
| ADE, LLC | History | New | 298,475 | 14,273 | 6.84% | — | 29 | +298,475 | New | Q1 2026 | May 14, 2026 |
| Financial Connections Group, Inc. | History | Added to | 242,579 | 11,600 | 4.03% | 2.83% | 30 | +73,795 | 43.72% | Q1 2026 | May 01, 2026 |
| Stadion Money Management, LLC | History | Added to | 238,297 | 11,395 | 1.15% | 0.92% | 31 | +4,600 | 1.97% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 233,173 | 11,150 | 0.0% | 0.0% | 32 | +53,434 | 29.73% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Added to | 220,081 | 10,524 | 0.83% | 0.83% | 33 | +4,924 | 2.29% | Q1 2026 | Apr 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 212,625 | 10,167 | 1.09% | 0.18% | 34 | +176,907 | 495.29% | Q1 2026 | Apr 22, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 211,048 | 10,092 | 3.17% | 3.19% | 35 | -269 | -0.13% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Added to | 209,408 | 10,013 | 0.06% | 0.06% | 36 | +6,416 | 3.16% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 209,274 | 10,006 | 0.02% | 0.01% | 37 | +56,464 | 36.95% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 198,455 | 9,490 | 0.12% | 0.09% | 38 | +69,453 | 53.84% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 196,442 | 9,394 | 0.02% | 0.02% | 39 | +58,686 | 42.6% | Q1 2026 | Apr 30, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 191,457 | 9,155 | 1.22% | 1.19% | 40 | +8,252 | 4.5% | Q1 2026 | Apr 09, 2026 |
| Tidemark, LLC | History | Added to | 181,269 | 8,668 | 2.2% | 2.24% | 41 | +19,281 | 11.9% | Q1 2026 | May 07, 2026 |
| Fiduciary Alliance LLC | History | Added to | 178,828 | 8,647 | 0.52% | 0.5% | 42 | +21,006 | 13.31% | Q1 2026 | Apr 20, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 175,929 | 8,412 | 0.13% | 0.15% | 43 | +3,672 | 2.13% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 170,788 | 8,167 | 0.01% | 0.01% | 44 | -872 | -0.51% | Q1 2026 | May 14, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 160,223 | 7,661 | 1.98% | 0.3% | 45 | +136,534 | 576.36% | Q1 2026 | Apr 08, 2026 |
| Ignite Planners, LLC | History | Added to | 159,584 | 7,646 | 1.18% | 1.14% | 46 | +7,392 | 4.86% | Q1 2026 | Apr 17, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 152,731 | 7,303 | 3.78% | 3.68% | 47 | +11,386 | 8.06% | Q1 2026 | Apr 21, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 149,488 | 7,280 | 1.73% | 1.73% | 48 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Windsor Capital Management, LLC | History | Added to | 151,601 | 7,249 | 2.04% | 1.99% | 49 | +3,501 | 2.36% | Q1 2026 | Apr 10, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 144,846 | 6,926 | 0.78% | 0.67% | 50 | +11,716 | 8.8% | Q1 2026 | Apr 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 144,486 | 6,889 | 0.75% | 1.02% | 51 | +3,076 | 2.18% | Q1 2026 | Apr 10, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 142,145 | 6,797 | 2.53% | 2.82% | 52 | -22,153 | -13.48% | Q1 2026 | May 14, 2026 |
| Sonoma Allocations LLC | History | Reduced | 142,252 | 6,787 | 2.34% | 2.31% | 53 | -199 | -0.14% | Q1 2026 | May 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 140,640 | 6,725 | 0.41% | 0.43% | 54 | +1,540 | 1.11% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 138,292 | 6,614 | 0.01% | 0.01% | 55 | +67,314 | 94.84% | Q1 2026 | May 01, 2026 |
| Treasure Coast Financial Planning | History | Added to | 134,402 | 6,427 | 3.31% | 3.33% | 56 | +5,502 | 4.27% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | New | 133,844 | 6,400 | 0.01% | — | 57 | +133,844 | New | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 127,589 | 6,101 | 0.29% | 0.31% | 58 | -5,064 | -3.82% | Q1 2026 | Apr 17, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 120,664 | 5,876 | 1.6% | 1.6% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Econ Financial Services Corp | History | Added to | 119,109 | 5,695 | 2.64% | 1.1% | 60 | +74,237 | 165.44% | Q1 2026 | Apr 21, 2026 |
| Manske Wealth Management | History | Added to | 119,102 | 5,695 | 1.6% | 1.6% | 61 | +7,719 | 6.93% | Q1 2026 | Apr 30, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 117,551 | 5,621 | 0.38% | 0.36% | 62 | +9,694 | 8.99% | Q1 2026 | May 12, 2026 |
| Refined Wealth Management | History | New | 116,594 | 5,575 | 3.52% | — | 63 | +116,594 | New | Q1 2026 | Apr 21, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 109,996 | 5,260 | 2.61% | 2.56% | 64 | -1,275 | -1.15% | Q1 2026 | Apr 23, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 106,980 | 5,115 | 1.41% | 1.23% | 65 | +27,168 | 34.04% | Q1 2026 | Apr 09, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 105,457 | 5,042 | 0.99% | 0.97% | 66 | +1,989 | 1.92% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 105,293 | 5,035 | 0.12% | 0.11% | 67 | +10,521 | 11.1% | Q1 2026 | Apr 29, 2026 |
| LexAurum Advisors, LLC | History | New | 103,731 | 4,960 | 0.64% | — | 68 | +103,731 | New | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 103,448 | 4,946 | 0.01% | 0.0% | 69 | +36,403 | 54.3% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 98,182 | 4,695 | 0.02% | 0.03% | 70 | +5,926 | 6.42% | Q1 2026 | May 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 93,800 | 4,513 | 0.63% | 0.56% | 71 | +14,728 | 18.63% | Q1 2026 | Apr 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 93,135 | 4,453 | 1.02% | 1.03% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Added to | 91,892 | 4,394 | 1.63% | 0.23% | 73 | +78,774 | 600.5% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | New | 89,018 | 4,256 | 0.12% | — | 74 | +89,018 | New | Q1 2026 | Apr 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 86,174 | 4,088 | 0.0% | 0.0% | 75 | +61,227 | 245.43% | Q1 2026 | May 13, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 84,209 | 4,026 | 2.74% | — | 76 | +84,209 | New | Q1 2026 | May 05, 2026 |
| New Capital Management LP | History | New | 84,106 | 4,021 | 0.99% | — | 77 | +84,106 | New | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 80,496 | 3,849 | 0.02% | 0.02% | 78 | -15,738 | -16.35% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 79,533 | 3,803 | 0.04% | 0.03% | 79 | +34,614 | 77.06% | Q1 2026 | May 13, 2026 |
| White & Co Financial Planning Inc | History | Added to | 71,097 | 3,399 | 2.39% | 2.35% | 80 | +6,561 | 10.17% | Q1 2026 | May 06, 2026 |
| Winter & Associates, Inc. | History | Added to | 70,368 | 3,355 | 2.94% | 2.02% | 81 | +25,568 | 57.07% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 68,616 | 3,281 | 0.2% | 0.15% | 82 | +3,044 | 4.64% | Q1 2026 | Apr 28, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 68,209 | 3,261 | 1.15% | — | 83 | +68,209 | New | Q1 2026 | Apr 08, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 67,573 | 3,231 | 0.85% | 0.96% | 84 | -3,616 | -5.08% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 66,942 | 3,201 | 0.0% | 0.0% | 85 | -5,319 | -7.36% | Q1 2026 | May 15, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 66,588 | 3,184 | 1.12% | 0.63% | 86 | +3,958 | 6.32% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 64,901 | 3,103 | 0.02% | 0.02% | 87 | +4,357 | 7.2% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 63,211 | 3,027 | 0.01% | 0.01% | 88 | +7,230 | 12.92% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 62,972 | 3,011 | 0.17% | 0.15% | 89 | +8,247 | 15.07% | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 62,636 | 2,995 | 0.16% | 0.28% | 90 | +112 | 0.18% | Q1 2026 | Apr 21, 2026 |
| Etesian Wealth Advisors, Inc. | History | Added to | 60,929 | 2,913 | 0.93% | 0.84% | 91 | +6,090 | 11.11% | Q1 2026 | Apr 23, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 60,149 | 2,876 | 0.47% | — | 92 | +60,149 | New | Q1 2026 | Apr 15, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 59,711 | 2,855 | 0.18% | 0.19% | 93 | -1,545 | -2.52% | Q1 2026 | Apr 27, 2026 |
| Systelligence, LLC | History | Reduced | 56,676 | 2,710 | 0.53% | 0.73% | 94 | -22,240 | -28.18% | Q1 2026 | Apr 21, 2026 |
| Brendel Financial Advisors LLC | History | New | 50,729 | 2,425 | 1.2% | — | 95 | +50,729 | New | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 50,557 | 2,417 | 0.0% | 0.0% | 96 | -4,803 | -8.68% | Q1 2026 | May 14, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 49,874 | 2,384 | 0.69% | 0.7% | 97 | -289 | -0.58% | Q1 2026 | Apr 10, 2026 |
| SYM FINANCIAL Corp | History | Added to | 49,434 | 2,363 | 0.24% | 0.22% | 98 | +5,703 | 13.04% | Q1 2026 | May 08, 2026 |
| Sunrise Financial Services, LLC | History | Added to | 45,241 | 2,163 | 1.53% | 1.5% | 99 | +4,291 | 10.48% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 44,995 | 2,151 | 0.01% | 0.01% | 100 | +10,607 | 30.85% | Q1 2026 | May 05, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | New | 44,769 | 2,140 | 0.42% | — | 101 | +44,769 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 44,734 | 2,139 | 0.03% | 0.03% | 102 | -98 | -0.22% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Added to | 43,331 | 2,093 | 0.01% | 0.01% | 103 | +20,695 | 91.43% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 42,970 | 2,054 | 0.25% | 0.24% | 104 | +749 | 1.77% | Q1 2026 | Apr 10, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 41,388 | 1,979 | 0.51% | 0.33% | 105 | +16,336 | 65.21% | Q1 2026 | Apr 29, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 40,971 | 1,959 | 0.94% | 0.85% | 106 | +5,433 | 15.29% | Q1 2026 | May 12, 2026 |
| Advisor OS, LLC | History | Reduced | 40,347 | 1,929 | 0.14% | 0.21% | 107 | -12,570 | -23.75% | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | Reduced | 40,345 | 1,929 | 0.15% | 0.16% | 108 | -2,509 | -5.85% | Q1 2026 | May 08, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 39,967 | 1,911 | 0.79% | 1.19% | 109 | -20,757 | -34.18% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 37,185 | 1,778 | 0.0% | 0.0% | 110 | -14 | -0.04% | Q1 2026 | May 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 36,881 | 1,763 | 0.53% | 0.55% | 111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Valmark Advisers, Inc. | History | Added to | 36,552 | 1,747 | 0.02% | 0.01% | 112 | +13,130 | 56.06% | Q1 2026 | May 01, 2026 |
| Berger Financial Group, Inc | History | Added to | 34,697 | 1,659 | 0.09% | 0.09% | 113 | +2,161 | 6.64% | Q1 2026 | Apr 28, 2026 |
| TriaGen Wealth Management LLC | History | Added to | 34,698 | 1,659 | 0.45% | 0.43% | 114 | +446 | 1.3% | Q1 2026 | Apr 29, 2026 |
| InTrack Investment Management Inc | History | Added to | 31,188 | 1,491 | 0.85% | 0.8% | 115 | +1,950 | 6.67% | Q1 2026 | Apr 06, 2026 |
| Lunt Capital Management, Inc. | History | New | 31,004 | 1,482 | 0.57% | — | 116 | +31,004 | New | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 30,786 | 1,472 | 0.03% | 0.03% | 117 | +1,184 | 4.0% | Q1 2026 | Apr 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 29,725 | 1,421 | 0.06% | 0.05% | 118 | +3,077 | 11.55% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 29,633 | 1,417 | 0.03% | 0.03% | 119 | +2,858 | 10.67% | Q1 2026 | May 01, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 29,621 | 1,416 | 0.05% | 0.03% | 120 | +2,449 | 9.01% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Added to | 29,453 | 1,408 | 0.01% | 0.0% | 121 | +22,143 | 302.91% | Q1 2026 | May 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 28,324 | 1,354 | 0.95% | 0.95% | 122 | +850 | 3.09% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 27,766 | 1,327 | 0.03% | 0.03% | 123 | +5,417 | 24.24% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 27,095 | 1,295 | 0.03% | 0.03% | 124 | +2,281 | 9.19% | Q1 2026 | May 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 26,494 | 1,266 | 0.41% | 0.3% | 125 | +3,745 | 16.46% | Q1 2026 | Apr 15, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 25,865 | 1,236 | 0.77% | 0.36% | 126 | +12,342 | 91.27% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | New | 25,128 | 1,201 | 0.05% | — | 127 | +25,128 | New | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 24,144 | 1,154 | 0.04% | 0.04% | 128 | +1,658 | 7.37% | Q1 2026 | Apr 08, 2026 |
| Argent Trust Co | History | Reduced | 22,730 | 1,086 | 0.04% | 0.04% | 129 | -3,169 | -12.24% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 22,020 | 1,053 | 0.03% | 0.02% | 130 | +409 | 1.89% | Q1 2026 | Apr 29, 2026 |
| UMB Bank, n.a. | History | No change | 21,569 | 1,031 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Marks Group Wealth Management, Inc | History | New | 21,241 | 1,015 | 0.1% | — | 132 | +21,241 | New | Q1 2026 | May 05, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 19,413 | 928 | 0.26% | 0.25% | 133 | -158 | -0.81% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 18,631 | 890 | 0.02% | 0.02% | 134 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 18,518 | 885 | 0.02% | 0.02% | 135 | +1,863 | 11.19% | Q1 2026 | May 14, 2026 |
| Helium Advisors LLC | History | Reduced | 17,911 | 856 | 0.81% | 0.96% | 136 | -1,623 | -8.31% | Q1 2026 | May 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 17,750 | 848 | 0.2% | — | 138 | +17,750 | New | Q1 2026 | Apr 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 17,744 | 848 | 0.01% | 0.01% | 137 | +650 | 3.8% | Q1 2026 | May 15, 2026 |
| Narus Financial Partners, LLC | History | Added to | 17,612 | 842 | 0.22% | 0.2% | 139 | +2,498 | 16.53% | Q1 2026 | Apr 21, 2026 |
| Mission Hills Financial Advisory, LLC | History | Added to | 17,395 | 831 | 0.43% | 0.19% | 140 | +9,889 | 131.75% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | New | 16,891 | 807 | 0.01% | — | 141 | +16,891 | New | Q1 2026 | May 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 16,682 | 797 | 0.09% | 0.09% | 142 | -1,071 | -6.03% | Q1 2026 | May 12, 2026 |
| First Citizens Financial Corp | History | Reduced | 16,050 | 767 | 0.36% | 0.48% | 143 | -3,862 | -19.4% | Q1 2026 | Apr 07, 2026 |
| PKS Advisory Services, LLC | History | Added to | 15,917 | 761 | 0.18% | 0.17% | 144 | +500 | 3.24% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 15,727 | 752 | 0.02% | — | 145 | +15,727 | New | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | New | 15,688 | 750 | 0.03% | — | 146 | +15,688 | New | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | New | 15,321 | 732 | 0.0% | — | 147 | +15,321 | New | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 15,266 | 730 | 0.0% | 0.0% | 148 | +10,429 | 215.61% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,275 | 728 | 0.0% | 0.0% | 149 | +9,356 | 158.07% | Q1 2026 | Apr 08, 2026 |
| Fortitude Financial, LLC | History | Added to | 14,879 | 711 | 0.38% | 0.53% | 150 | +1,960 | 15.17% | Q1 2026 | Apr 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 14,293 | 683 | 0.05% | 0.07% | 151 | -3,512 | -19.72% | Q1 2026 | Apr 22, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 13,865 | 663 | 0.05% | 0.04% | 152 | +2,079 | 17.64% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,498 | 645 | 0.0% | 0.0% | 153 | -59,592 | -81.53% | Q1 2026 | May 15, 2026 |
| MOTCO | History | Added to | 13,427 | 642 | 0.06% | 0.06% | 154 | +358 | 2.74% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 13,316 | 636 | 0.04% | — | 155 | +13,316 | New | Q1 2026 | May 01, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | New | 13,297 | 635 | 0.08% | — | 156 | +13,297 | New | Q1 2026 | Apr 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 12,748 | 609 | 0.08% | 0.08% | 157 | +544 | 4.46% | Q1 2026 | Apr 28, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 12,622 | 603 | 0.15% | 0.17% | 158 | -1,304 | -9.36% | Q1 2026 | Apr 10, 2026 |
| SAXON INTERESTS, INC. | History | No change | 12,220 | 584 | 0.2% | 0.21% | 159 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,845 | 566 | 0.01% | 0.0% | 160 | +6,253 | 111.82% | Q1 2026 | Apr 14, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 11,662 | 557 | 0.34% | 0.23% | 162 | +3,750 | 47.4% | Q1 2026 | Apr 16, 2026 |
| Visionary Wealth Advisors | History | Added to | 11,665 | 557 | 0.02% | 0.02% | 161 | +958 | 8.95% | Q1 2026 | May 13, 2026 |
| First Bank & Trust | History | Added to | 11,232 | 537 | 0.09% | 0.05% | 163 | +5,328 | 90.24% | Q1 2026 | Apr 10, 2026 |
| Centurion Wealth Management LLC | History | New | 10,958 | 524 | 0.12% | — | 164 | +10,958 | New | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,203 | 488 | 0.0% | 0.0% | 165 | -336 | -3.19% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 9,454 | 452 | 0.01% | — | 166 | +9,454 | New | Q1 2026 | Apr 28, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 9,230 | 449 | 0.15% | 0.15% | 167 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 8,750 | 418 | 0.06% | 0.07% | 168 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 8,578 | 410 | 0.02% | — | 169 | +8,578 | New | Q1 2026 | May 12, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | New | 8,527 | 407 | 0.11% | — | 170 | +8,527 | New | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Added to | 8,438 | 404 | 0.0% | 0.0% | 171 | +2,043 | 31.95% | Q1 2026 | May 14, 2026 |
| KWB Wealth | History | Reduced | 8,148 | 396 | 0.04% | 0.04% | 172 | -224 | -2.68% | Q1 2026 | Apr 08, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 8,301 | 396 | 0.21% | 0.21% | 173 | +170 | 2.09% | Q1 2026 | Apr 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 7,924 | 378 | 0.04% | — | 174 | +7,924 | New | Q1 2026 | Apr 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 7,600 | 363 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 7,443 | 355 | 0.0% | — | 176 | +7,443 | New | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | New | 7,102 | 339 | 0.0% | — | 177 | +7,102 | New | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 6,712 | 324 | 0.1% | 0.07% | 178 | +1,988 | 42.08% | Q1 2026 | May 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 6,770 | 323 | 0.05% | 0.05% | 179 | +882 | 14.98% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,652 | 318 | 0.0% | 0.0% | 180 | -109 | -1.61% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 6,567 | 314 | 0.01% | 0.01% | 181 | -1,190 | -15.34% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 6,491 | 310 | 0.01% | 0.0% | 182 | +3,015 | 86.74% | Q1 2026 | May 14, 2026 |
| Capital Developers, LLC | History | Reduced | 6,484 | 310 | 0.28% | 0.28% | 183 | -8 | -0.12% | Q1 2026 | May 08, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 6,443 | 308 | 0.05% | 0.05% | 184 | +175 | 2.79% | Q1 2026 | Apr 15, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,414 | 306 | 0.12% | 0.13% | 185 | -68 | -1.05% | Q1 2026 | Apr 22, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 6,352 | 303 | 0.16% | 0.16% | 186 | +41 | 0.65% | Q1 2026 | May 13, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 6,180 | 295 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | Added to | 5,998 | 286 | 0.1% | 0.08% | 189 | +1,524 | 34.06% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 5,989 | 286 | 0.0% | 0.0% | 188 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 5,927 | 283 | 0.12% | 0.1% | 190 | +51 | 0.87% | Q1 2026 | Apr 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 5,903 | 282 | 0.02% | 0.02% | 191 | +782 | 15.27% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,787 | 276 | 0.0% | 0.0% | 192 | +523 | 9.94% | Q1 2026 | May 08, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,738 | 274 | 0.02% | 0.4% | 193 | -126,079 | -95.65% | Q1 2026 | May 21, 2026 |
| Sigma Planning Corp | History | Added to | 5,719 | 273 | 0.01% | 0.01% | 194 | +1,061 | 22.78% | Q1 2026 | May 04, 2026 |
| Everest Financial Group LLC | History | New | 5,628 | 269 | 0.04% | — | 195 | +5,628 | New | Q1 2026 | May 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 5,516 | 263 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 5,499 | 262 | 0.05% | 0.06% | 197 | -1,212 | -18.06% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 5,431 | 259 | 0.0% | — | 198 | +5,431 | New | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,369 | 256 | 0.0% | 0.0% | 199 | -3,223 | -37.51% | Q1 2026 | Apr 30, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 5,122 | 244 | 0.02% | 0.02% | 200 | +67 | 1.33% | Q1 2026 | May 12, 2026 |
| GWN SECURITIES INC. | History | Reduced | 5,043 | 241 | 0.05% | 0.06% | 201 | -1,498 | -22.9% | Q1 2026 | May 14, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 4,789 | 229 | 0.05% | 0.07% | 202 | -2,293 | -32.38% | Q1 2026 | Apr 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,676 | 223 | 0.0% | — | 203 | +4,676 | New | Q1 2026 | May 15, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 4,622 | 221 | 0.09% | 0.08% | 204 | +191 | 4.31% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,539 | 216 | 0.0% | 0.0% | 205 | +2,895 | 176.09% | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,423 | 211 | 0.0% | 0.0% | 206 | +9 | 0.2% | Q1 2026 | Apr 27, 2026 |
| WealthCare Investment Partners, LLC | History | New | 4,296 | 205 | 0.06% | — | 207 | +4,296 | New | Q1 2026 | Apr 08, 2026 |
| Friday Financial | History | New | 4,227 | 202 | 0.07% | — | 208 | +4,227 | New | Q1 2026 | Apr 16, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 4,199 | 200 | 0.01% | 0.01% | 209 | -560 | -11.77% | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,128 | 197 | 0.01% | 0.01% | 210 | +742 | 21.91% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,615 | 172 | 0.0% | 0.0% | 211 | +3,353 | 1279.77% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 3,454 | 165 | 0.01% | 0.0% | 212 | +1,210 | 53.92% | Q1 2026 | Apr 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 3,257 | 156 | 0.01% | — | 213 | +3,257 | New | Q1 2026 | May 18, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 2,955 | 141 | 0.0% | — | 214 | +2,955 | New | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 2,166 | 103 | 0.05% | 0.02% | 215 | +1,268 | 141.2% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,987 | 96 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | Reduced | 1,626 | 77 | 0.0% | 0.0% | 217 | -2,466 | -60.26% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1,625 | 77 | 0.0% | 0.01% | 218 | -84 | -4.92% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | No change | 1,529 | 73 | 0.06% | 0.05% | 219 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 1,513 | 72 | 0.01% | 0.0% | 220 | +565 | 59.6% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,305 | 62 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,236 | 59 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,093 | 53 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,034 | 49 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,016 | 48 | 0.0% | 0.0% | 225 | +644 | 173.12% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | No change | 980 | 46 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 908 | 43 | 0.01% | 0.02% | 227 | -736 | -44.77% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 716 | 34 | 0.0% | — | 228 | +716 | New | Q1 2026 | May 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 648 | 30 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 406 | 19 | 0.0% | — | 230 | +406 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 386 | 18 | 0.0% | 0.0% | 231 | +36 | 10.29% | Q1 2026 | Apr 17, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 306 | 14 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Costello Asset Management, INC | History | Added to | 227 | 10 | 0.0% | 0.0% | 233 | +3 | 1.34% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 200 | 9 | 0.0% | 0.0% | 234 | -35 | -14.89% | Q1 2026 | Apr 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 190 | 9 | 0.0% | 0.0% | 235 | +3 | 1.6% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 137 | 6 | 0.0% | 0.0% | 236 | +59 | 75.64% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 24 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -164,316 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 0.85% | — | -22,394 | -100.0% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,055 | -100.0% | Q1 2026 | May 12, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -17,390 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,264 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,968 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,874 | -100.0% | Q1 2026 | May 04, 2026 |
| Aviso Financial Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,486 | -100.0% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -585 | -100.0% | Q1 2026 | May 14, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -326 | -100.0% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 18 | 0 | — | 0.0% | — | -83 | -82.18% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |