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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | History | No change | 2,518,715 | 121,779 | 3.03% | 3.03% | 1 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 1,698,263 | 82,111 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rice Partnership, LLC | History | No change | 1,625,600 | 78,597 | 9.54% | 9.54% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 1,379,133 | 66,681 | 7.1% | 7.1% | 4 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hills Bank & Trust Co | History | No change | 1,265,473 | 61,185 | 2.6% | 2.6% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,181,490 | 57,125 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 991,898 | 47,958 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 988,934 | 47,814 | 0.73% | 0.73% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 924,746 | 44,711 | 0.43% | 0.43% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 878,679 | 42,484 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 808,930 | 39,111 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 569,467 | 27,533 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 567,754 | 27,450 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Goldstone Financial Group, LLC | History | No change | 566,365 | 27,383 | 2.5% | 2.5% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Investment Management, LLC | History | No change | 534,010 | 25,819 | 0.5% | 0.5% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hughes Financial Services, LLC | History | No change | 495,030 | 23,934 | 3.17% | 3.17% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 482,644 | 23,335 | 9.69% | 9.69% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 456,577 | 22,075 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 455,739 | 22,035 | 5.64% | 5.64% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apella Capital, LLC | History | No change | 441,355 | 21,268 | 0.3% | 0.3% | 20 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 366,185 | 17,705 | 1.65% | 1.65% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Certified Advisory Corp | History | No change | 364,814 | 17,638 | 1.42% | 1.42% | 22 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Peak Financial Management, Inc. | History | No change | 357,597 | 17,289 | 3.97% | 3.97% | 23 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 325,000 | 15,713 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ADE, LLC | History | No change | 306,297 | 14,809 | 6.26% | 6.26% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Modern Wealth Management, LLC | History | No change | 275,212 | 13,306 | 0.16% | 0.16% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stadion Money Management, LLC | History | No change | 237,297 | 11,438 | 0.99% | 0.99% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CGN Advisors LLC | History | No change | 232,330 | 11,233 | 0.82% | 0.82% | 28 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MAI Capital Management | History | No change | 220,129 | 10,643 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 213,225 | 10,309 | 0.11% | 0.11% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 206,281 | 9,974 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 207,372 | 9,916 | 1.23% | 1.23% | 32 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 212,010 | 9,900 | 2.87% | 3.02% | 33 | -3,429 | -1.59% | Q3 2026 | Oct 05, 2026 |
| Peterson Wealth Advisors, LLC | History | No change | 198,525 | 9,598 | 1.13% | 1.13% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 189,248 | 9,059 | 1.28% | 1.28% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fiduciary Alliance LLC | History | No change | 185,036 | 8,946 | 0.6% | 0.6% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bleakley Financial Group, LLC | History | No change | 178,555 | 8,633 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 175,141 | 8,468 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 168,597 | 8,151 | 1.68% | 1.68% | 39 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Broadway Wealth Solutions, Inc. | History | No change | 165,627 | 8,008 | 3.74% | 3.74% | 40 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ignite Planners, LLC | History | No change | 163,239 | 7,912 | 1.09% | 1.09% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Management Professionals, Inc. | History | No change | 159,347 | 7,704 | 0.73% | 0.73% | 42 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 157,488 | 7,614 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 156,216 | 7,553 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Windsor Capital Management, LLC | History | No change | 153,939 | 7,442 | 1.93% | 1.93% | 45 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 153,213 | 7,407 | 0.72% | 0.72% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 150,308 | 7,267 | 0.72% | 0.72% | 47 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sonoma Allocations LLC | History | No change | 150,342 | 7,253 | 2.25% | 2.25% | 48 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 147,747 | 7,143 | 0.16% | 0.16% | 49 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avior Wealth Management, LLC | History | No change | 146,848 | 7,100 | 0.19% | 0.19% | 50 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Manske Wealth Management | History | No change | 144,822 | 7,002 | 1.74% | 1.74% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | No change | 143,496 | 6,938 | 2.38% | 2.38% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 142,629 | 6,909 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Treasure Coast Financial Planning | History | No change | 133,875 | 6,472 | 3.16% | 3.16% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 130,063 | 6,288 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 129,182 | 6,245 | 0.27% | 0.27% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 127,787 | 6,178 | 0.37% | 0.37% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 126,496 | 6,116 | 0.29% | 0.29% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Econ Financial Services Corp | History | No change | 126,038 | 6,093 | 2.85% | 2.85% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Winter & Associates, Inc. | History | No change | 125,022 | 6,044 | 4.54% | 4.54% | 60 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LexAurum Advisors, LLC | History | No change | 119,855 | 5,794 | 0.67% | 0.67% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Refined Wealth Management | History | No change | 119,352 | 5,770 | 3.48% | 3.48% | 62 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 113,120 | 5,469 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssey Group, LLC | History | No change | 113,013 | 5,464 | 1.48% | 1.48% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 112,138 | 5,421 | 0.14% | 0.14% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 111,022 | 5,367 | 1.34% | 1.34% | 66 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kroeger Financial Partners | History | No change | 109,337 | 5,286 | 5.11% | 5.11% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 109,238 | 5,281 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 108,113 | 5,227 | 0.9% | 0.9% | 69 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 104,663 | 5,060 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 103,507 | 5,004 | 0.65% | 0.65% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 97,660 | 4,721 | 0.93% | 0.93% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ellenbecker Investment Group | History | No change | 96,621 | 4,671 | 0.54% | 0.54% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 93,538 | 4,522 | 2.82% | 2.82% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Capital Management LP | History | No change | 84,820 | 4,101 | 0.93% | 0.93% | 75 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 80,341 | 3,885 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CROBAN | History | No change | 78,946 | 3,816 | 1.68% | 1.68% | 77 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| White & Co Financial Planning Inc | History | No change | 77,901 | 3,766 | 2.33% | 2.33% | 78 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Etesian Wealth Advisors, Inc. | History | No change | 74,529 | 3,603 | 1.07% | 1.07% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 72,804 | 3,520 | 0.71% | 0.71% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Jacobi Capital Management LLC | History | No change | 71,463 | 3,455 | 0.17% | 0.17% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mach-1 Financial Group, LLC | History | No change | 71,148 | 3,440 | 1.33% | 1.33% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 70,573 | 3,412 | 0.19% | 0.19% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 68,636 | 3,318 | 1.06% | 1.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 67,702 | 3,273 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 66,521 | 3,216 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 65,677 | 3,175 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | No change | 65,231 | 3,153 | 0.59% | 0.59% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneAscent Financial Services LLC | History | No change | 64,474 | 3,117 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Eaton Financial Holdings Company, LLC | History | No change | 63,480 | 3,069 | 0.84% | 0.84% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | No change | 61,246 | 2,961 | 0.39% | 0.39% | 91 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | No change | 59,642 | 2,883 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 57,389 | 2,774 | 0.63% | 0.63% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 56,190 | 2,716 | 0.14% | 0.14% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bouvel Investment Partners, LLC | History | No change | 55,274 | 2,672 | 0.6% | 0.6% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 54,487 | 2,634 | 0.51% | 0.51% | 96 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 52,622 | 2,544 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 51,906 | 2,509 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brendel Financial Advisors LLC | History | No change | 51,898 | 2,509 | 1.16% | 1.16% | 99 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | No change | 51,886 | 2,508 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 51,590 | 2,494 | 0.43% | 0.43% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 51,542 | 2,492 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 50,530 | 2,443 | 0.2% | 0.2% | 103 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 50,553 | 2,424 | 0.97% | 0.97% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Systelligence, LLC | History | No change | 49,383 | 2,387 | 0.4% | 0.4% | 105 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 49,323 | 2,384 | 1.42% | 1.42% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | No change | 49,045 | 2,353 | 0.12% | 0.12% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 45,734 | 2,211 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valmark Advisers, Inc. | History | No change | 45,582 | 2,203 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 45,255 | 2,188 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| InTrack Investment Management Inc | History | No change | 43,437 | 2,100 | 1.04% | 1.04% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tidemark, LLC | History | No change | 43,373 | 2,097 | 0.47% | 0.47% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | No change | 43,357 | 2,096 | 0.14% | 0.14% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | No change | 41,240 | 1,993 | 0.13% | 0.13% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Financial Partners Group, Inc | History | No change | 40,349 | 1,950 | 0.2% | 0.2% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 39,484 | 1,909 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Beta Wealth Group, Inc. | History | No change | 37,998 | 1,837 | 0.69% | 0.69% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 36,881 | 1,783 | 0.48% | 0.48% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TriaGen Wealth Management LLC | History | No change | 34,436 | 1,664 | 0.42% | 0.42% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 34,351 | 1,660 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Berger Financial Group, Inc | History | No change | 34,127 | 1,650 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lunt Capital Management, Inc. | History | No change | 32,037 | 1,548 | 0.57% | 0.57% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 30,284 | 1,464 | 0.91% | 0.91% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 30,003 | 1,450 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 29,840 | 1,442 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 28,687 | 1,387 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Helium Advisors LLC | History | No change | 28,451 | 1,375 | 1.14% | 1.14% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 27,561 | 1,332 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Mutual Advisors, LLC | History | No change | 27,233 | 1,316 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INNEALTA CAPITAL, LLC | History | No change | 25,726 | 1,243 | 0.66% | 0.66% | 130 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clear Point Advisors Inc. | History | No change | 24,298 | 1,174 | 1.04% | 1.04% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 23,707 | 1,146 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 23,576 | 1,139 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Argent Trust Co | History | No change | 22,730 | 1,098 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 21,913 | 1,059 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| First Bank & Trust | History | No change | 21,575 | 1,043 | 0.15% | 0.15% | 136 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UMB Bank, n.a. | History | No change | 21,569 | 1,042 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,114 | 967 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 20,021 | 967 | 0.08% | 0.08% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,662 | 950 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 18,247 | 882 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Asset Management, Inc. | History | No change | 18,210 | 880 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CreativeOne Wealth, LLC | History | No change | 16,576 | 801 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 16,462 | 795 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PKS Advisory Services, LLC | History | No change | 15,909 | 769 | 0.12% | 0.12% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 15,363 | 742 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 15,017 | 726 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 14,996 | 725 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 14,995 | 725 | 0.21% | 0.21% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 14,824 | 716 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | No change | 14,695 | 710 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Narus Financial Partners, LLC | History | No change | 14,336 | 693 | 0.18% | 0.18% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,321 | 692 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 14,170 | 685 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 14,152 | 682 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MOTCO | History | No change | 13,114 | 634 | 0.05% | 0.05% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SAXON INTERESTS, INC. | History | No change | 12,503 | 604 | 0.17% | 0.17% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 12,502 | 604 | 0.27% | 0.27% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 11,871 | 573 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capstone Wealth Management Group, Inc. | History | No change | 11,687 | 565 | 0.34% | 0.34% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | No change | 11,670 | 564 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centurion Wealth Management LLC | History | No change | 11,601 | 560 | 0.13% | 0.13% | 162 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 11,490 | 555 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,363 | 549 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Red Mountain Financial, LLC | History | No change | 11,333 | 547 | 0.46% | 0.46% | 165 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 10,332 | 499 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| XY Planning Network, Inc. | History | No change | 10,202 | 493 | 0.06% | 0.06% | 167 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 9,696 | 468 | 0.2% | 0.2% | 168 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunflower Bank, N.A. | History | No change | 9,551 | 461 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 9,343 | 451 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 9,308 | 450 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Betterment LLC | History | No change | 9,044 | 437 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,874 | 429 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 8,817 | 426 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 8,750 | 423 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 8,477 | 409 | 0.1% | 0.1% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trademark Financial Management, LLC | History | No change | 8,401 | 406 | 0.17% | 0.17% | 177 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,397 | 405 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KWB Wealth | History | No change | 8,392 | 405 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| First Heartland Consultants, Inc. | History | No change | 8,066 | 389 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Analysts, LLC | History | No change | 7,637 | 369 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 7,600 | 367 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 7,229 | 352 | 0.09% | 0.09% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Lido Advisors, LLC | History | No change | 7,102 | 343 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 7,058 | 341 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlphaCore Capital LLC | History | No change | 6,818 | 329 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 6,794 | 328 | 0.15% | 0.15% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 6,652 | 321 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 6,348 | 306 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 6,321 | 305 | 0.11% | 0.11% | 190 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Everest Financial Group LLC | History | No change | 6,325 | 305 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 6,180 | 298 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | No change | 6,100 | 294 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 6,053 | 292 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | No change | 6,020 | 291 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Friday Financial | History | No change | 6,022 | 290 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,990 | 289 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEAVIEW INVESTMENT MANAGERS LLC | History | No change | 5,888 | 284 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 5,766 | 278 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5,759 | 278 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 5,744 | 277 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 5,693 | 275 | 0.1% | 0.1% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 5,135 | 248 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 5,143 | 248 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 4,910 | 237 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 4,891 | 236 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Citizens Financial Corp | History | Reduced | 4,743 | 221 | 0.09% | 0.27% | 209 | -8,610 | -64.48% | Q3 2026 | Oct 02, 2026 |
| GWN SECURITIES INC. | History | No change | 4,575 | 221 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Alpha, LLC | History | No change | 4,574 | 221 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,539 | 219 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 4,475 | 216 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 4,338 | 209 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 4,299 | 207 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 4,199 | 203 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,410 | 165 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,221 | 155 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,162 | 152 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 2,746 | 132 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trust Co | History | No change | 1,995 | 96 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,407 | 68 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | No change | 1,323 | 63 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,287 | 62 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,256 | 60 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,244 | 60 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,236 | 59 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,034 | 49 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 875 | 42 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 767 | 37 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 463 | 22 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 436 | 21 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 398 | 19 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 386 | 18 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 330 | 15 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 303 | 14 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 266 | 12 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 184 | 8 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 12,358 | 4 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Costello Asset Management, INC | History | No change | 50 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 24 | 1 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 3,244 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Elequin Capital, LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |