J.P. Morgan Exchange-Traded Fund Trust - JPLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 45,330,378 | 2,367,605 | 0.15% | 0.12% | 1 | +7,798,912 | 20.78% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,626,980 | 84,912 | 0.15% | 0.0% | 2 | +1,597,049 | 5335.77% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,443,805 | 75,352 | 0.0% | 0.0% | 3 | +89,080 | 6.58% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,154,806 | 60,269 | 0.02% | 0.01% | 4 | +333,508 | 40.61% | Q1 2026 | May 06, 2026 |
| Composition Wealth, LLC | History | Added to | 918,297 | 47,925 | 0.66% | 0.67% | 5 | +26,985 | 3.03% | Q1 2026 | Apr 08, 2026 |
| Schiavi & Co LLC | History | Added to | 895,620 | 46,742 | 13.88% | 13.56% | 6 | +89,689 | 11.13% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 875,688 | 45,640 | 0.08% | 0.0% | 7 | +875,285 | 217192.31% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 835,208 | 43,589 | 0.01% | 0.01% | 8 | -212,327 | -20.27% | Q1 2026 | May 05, 2026 |
| M&T BANK CORP | History | Reduced | 660,890 | 34,491 | 0.12% | 0.18% | 9 | -385,535 | -36.84% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 402,817 | 21,022 | 0.0% | 0.0% | 10 | +13,694 | 3.52% | Q1 2026 | May 15, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 339,073 | 17,696 | 4.06% | 3.79% | 11 | +34,923 | 11.48% | Q1 2026 | Apr 20, 2026 |
| TD Capital Management LLC | History | Added to | 263,719 | 13,763 | 1.24% | 1.17% | 12 | +12,760 | 5.08% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 256,575 | 13,375 | 0.01% | 0.0% | 13 | +121,751 | 90.3% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 251,426 | 13,121 | 1.08% | 0.98% | 14 | +31,671 | 14.41% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 238,074 | 12,425 | 0.0% | 0.0% | 15 | +14,018 | 6.26% | Q1 2026 | May 14, 2026 |
| FMA Wealth Management, LLC | History | Added to | 237,701 | 12,405 | 8.25% | 8.01% | 16 | +1,545 | 0.65% | Q1 2026 | Apr 14, 2026 |
| Bulwark Capital Corp | History | Added to | 236,214 | 12,328 | 7.6% | 5.15% | 17 | +97,738 | 70.58% | Q1 2026 | Apr 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 233,532 | 12,188 | 0.0% | 0.0% | 18 | +118,482 | 102.98% | Q1 2026 | May 12, 2026 |
| Intellus Advisors LLC | History | Added to | 233,446 | 12,183 | 1.66% | 1.51% | 19 | +15,313 | 7.02% | Q1 2026 | May 07, 2026 |
| Essential Planning, LLC. | History | Added to | 228,857 | 11,944 | 3.8% | 2.7% | 20 | +67,141 | 41.52% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 209,656 | 10,941 | 0.01% | 0.02% | 21 | -78,481 | -27.24% | Q1 2026 | May 05, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 189,278 | 9,878 | 3.94% | 0.8% | 22 | +153,032 | 422.2% | Q1 2026 | May 08, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Added to | 184,934 | 9,651 | 3.19% | 2.11% | 23 | +68,070 | 58.25% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 178,243 | 9,302 | 0.04% | 0.03% | 24 | +71,757 | 67.39% | Q1 2026 | Apr 24, 2026 |
| Juno Financial Group LLC | History | New | 166,445 | 8,686 | 3.41% | — | 25 | +166,445 | New | Q1 2026 | May 06, 2026 |
| OakTrust Wealth Advisors, LLC | History | Added to | 164,982 | 8,610 | 7.84% | 5.9% | 26 | +42,862 | 35.1% | Q1 2026 | Apr 23, 2026 |
| Whipplewood Advisors, LLC | History | New | 150,354 | 7,846 | 4.07% | — | 27 | +150,354 | New | Q1 2026 | Apr 30, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 137,119 | 7,156 | 0.2% | — | 28 | +137,119 | New | Q1 2026 | May 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 134,983 | 7,044 | 1.49% | 1.68% | 29 | -28,649 | -17.51% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 123,694 | 6,455 | 0.01% | 0.0% | 30 | +56,246 | 83.39% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 120,550 | 6,291 | 0.01% | 0.01% | 31 | -19,571 | -13.97% | Q1 2026 | May 13, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 107,589 | 5,615 | 0.44% | 0.38% | 32 | +14,997 | 16.2% | Q1 2026 | May 07, 2026 |
| Apella Capital, LLC | History | New | 99,726 | 5,211 | 0.08% | — | 33 | +99,726 | New | Q1 2026 | Apr 20, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 96,340 | 5,027 | 0.08% | 0.08% | 34 | +5,992 | 6.63% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 86,466 | 4,513 | 0.01% | 0.01% | 35 | +9,540 | 12.4% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 86,230 | 4,500 | 0.02% | 0.0% | 36 | +83,132 | 2683.41% | Q1 2026 | May 08, 2026 |
| Sunrise Financial Services, LLC | History | New | 85,734 | 4,474 | 3.17% | — | 37 | +85,734 | New | Q1 2026 | Apr 29, 2026 |
| Members Advisory Group LLC | History | Added to | 84,693 | 4,419 | 1.52% | 1.39% | 38 | +14,065 | 19.91% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 80,782 | 4,216 | 0.02% | 0.02% | 39 | +1,787 | 2.26% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 80,549 | 4,215 | 0.03% | 0.02% | 40 | +14,749 | 22.41% | Q1 2026 | May 15, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 70,483 | 3,678 | 0.83% | 1.37% | 41 | -45,068 | -39.0% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 70,126 | 3,660 | 0.01% | 0.0% | 42 | +34,534 | 97.03% | Q1 2026 | Apr 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 66,526 | 3,471 | 0.07% | 0.06% | 43 | +3,496 | 5.55% | Q1 2026 | Apr 14, 2026 |
| Nautilus Advisors LLC | History | Reduced | 61,491 | 3,209 | 2.2% | 2.32% | 44 | -6,394 | -9.42% | Q1 2026 | Apr 17, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 56,007 | 2,923 | 0.24% | 0.09% | 45 | +35,654 | 175.18% | Q1 2026 | May 06, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Added to | 50,815 | 2,652 | 0.42% | 0.12% | 46 | +36,339 | 251.03% | Q1 2026 | May 14, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 45,407 | 2,369 | 1.52% | 1.61% | 47 | -747 | -1.62% | Q1 2026 | Apr 10, 2026 |
| Kraft, Davis & Associates, LLC | History | New | 44,274 | 2,317 | 0.49% | — | 48 | +44,274 | New | Q1 2026 | May 01, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 43,841 | 2,294 | 0.25% | 0.25% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 43,690 | 2,280 | 0.08% | — | 50 | +43,690 | New | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 41,080 | 2,144 | 0.07% | 0.6% | 51 | -308,204 | -88.24% | Q1 2026 | May 15, 2026 |
| TCP Asset Management, LLC | History | Reduced | 41,045 | 2,142 | 0.28% | 0.46% | 52 | -11,179 | -21.41% | Q1 2026 | Apr 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 40,252 | 2,100 | 0.0% | 0.0% | 53 | +3,285 | 8.89% | Q1 2026 | May 04, 2026 |
| Scott Capital Advisors, LLC | History | New | 39,203 | 2,043 | 0.41% | — | 54 | +39,203 | New | Q1 2026 | Apr 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 37,880 | 1,976 | 0.05% | 0.06% | 55 | +4,321 | 12.88% | Q1 2026 | May 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 36,601 | 1,910 | 0.03% | — | 56 | +36,601 | New | Q1 2026 | May 11, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 36,313 | 1,895 | 0.97% | 0.85% | 57 | +2,716 | 8.08% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 35,625 | 1,859 | 0.01% | 0.01% | 58 | +1,244 | 3.62% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 32,965 | 1,723 | 0.01% | 0.01% | 59 | +1,359 | 4.3% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 31,643 | 1,651 | 0.0% | 0.0% | 60 | -16,888 | -34.8% | Q1 2026 | May 07, 2026 |
| Ascent Group, LLC | History | Added to | 30,822 | 1,608 | 0.06% | 0.05% | 61 | +4,768 | 18.3% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 30,197 | 1,575 | 0.03% | 0.02% | 62 | +3,594 | 13.51% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 28,739 | 1,496 | 0.31% | 0.02% | 63 | +27,771 | 2868.9% | Q1 2026 | May 11, 2026 |
| PROTECTIVE LIFE CORP | History | New | 28,428 | 1,483 | 4.93% | — | 64 | +28,428 | New | Q1 2026 | May 13, 2026 |
| IRON Financial LLC | History | New | 25,834 | 1,348 | 0.59% | — | 65 | +25,834 | New | Q1 2026 | Apr 27, 2026 |
| Accretive Wealth Partners, LLC | History | New | 24,813 | 1,294 | 0.36% | — | 66 | +24,813 | New | Q1 2026 | Apr 22, 2026 |
| Saiph Capital, LLC | History | Reduced | 24,632 | 1,285 | 0.49% | 0.46% | 67 | -41 | -0.17% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,841 | 1,192 | 0.0% | 0.01% | 68 | -20,188 | -46.92% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 21,968 | 1,146 | 0.0% | 0.0% | 69 | -719 | -3.17% | Q1 2026 | May 04, 2026 |
| Synergy Asset Management, LLC | History | New | 20,967 | 1,094 | 0.12% | — | 70 | +20,967 | New | Q1 2026 | May 13, 2026 |
| Planning Project LLC | History | No change | 20,135 | 1,053 | 0.26% | 0.26% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 19,060 | 994 | 0.03% | 0.02% | 72 | +3,961 | 26.23% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,903 | 986 | 0.0% | 0.0% | 73 | +1,549 | 8.93% | Q1 2026 | May 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 18,402 | 962 | 0.3% | 0.11% | 74 | +11,617 | 171.22% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 18,078 | 943 | 0.0% | 0.0% | 75 | +8,883 | 96.61% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 17,850 | 934 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 17,347 | 905 | 0.74% | 0.4% | 77 | +8,839 | 103.89% | Q1 2026 | May 05, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 17,271 | 901 | 0.42% | 0.41% | 78 | -466 | -2.63% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,198 | 897 | 0.0% | 0.0% | 79 | -63 | -0.36% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 17,187 | 896 | 0.0% | — | 80 | +17,187 | New | Q1 2026 | May 14, 2026 |
| Vawter Financial, Ltd. | History | Added to | 12,897 | 673 | 0.28% | 0.25% | 81 | +1,512 | 13.28% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 12,526 | 653 | 0.06% | 0.04% | 82 | +3,047 | 32.14% | Q1 2026 | Apr 30, 2026 |
| Rollins Financial Advisors, LLC | History | New | 12,404 | 647 | 0.1% | — | 83 | +12,404 | New | Q1 2026 | May 05, 2026 |
| KWB Wealth | History | Reduced | 12,143 | 635 | 0.06% | 0.06% | 84 | -8 | -0.07% | Q1 2026 | Apr 08, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 12,026 | 627 | 0.01% | — | 85 | +12,026 | New | Q1 2026 | May 15, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 11,809 | 616 | 0.07% | 0.06% | 86 | +1,796 | 17.94% | Q1 2026 | May 07, 2026 |
| Cloud Capital Management, LLC | History | Added to | 10,474 | 546 | 0.24% | 0.26% | 87 | +98 | 0.94% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 10,415 | 543 | 0.03% | 0.03% | 88 | +2,021 | 24.08% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,092 | 526 | 0.0% | 0.0% | 89 | -42,393 | -80.77% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 9,776 | 510 | 0.0% | 0.0% | 90 | +194 | 2.02% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 9,249 | 482 | 0.0% | 0.0% | 91 | +1,012 | 12.29% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 9,218 | 481 | 0.01% | — | 92 | +9,218 | New | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | No change | 9,118 | 475 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,954 | 467 | 0.0% | 0.0% | 94 | -274 | -2.97% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | New | 8,730 | 455 | 0.01% | — | 95 | +8,730 | New | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,233 | 430 | 0.0% | 0.0% | 96 | +668 | 8.83% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 8,223 | 429 | 0.0% | 0.0% | 97 | +3,989 | 94.21% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisory Group | History | Reduced | 7,995 | 417 | 0.31% | 0.35% | 98 | -703 | -8.08% | Q1 2026 | Apr 29, 2026 |
| Family Office Research LLC | History | No change | 7,736 | 403 | 0.18% | 0.17% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 7,354 | 383 | 0.06% | 0.05% | 100 | +665 | 9.94% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 7,298 | 380 | 0.0% | — | 101 | +7,298 | New | Q1 2026 | Apr 28, 2026 |
| Diversified Enterprises, LLC | History | Added to | 6,789 | 354 | 0.02% | 0.02% | 102 | +134 | 2.01% | Q1 2026 | May 14, 2026 |
| Sandy Cove Advisors, LLC | History | New | 6,411 | 334 | 0.1% | — | 103 | +6,411 | New | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 6,291 | 328 | 0.01% | 0.01% | 104 | +2,646 | 72.59% | Q1 2026 | May 13, 2026 |
| Martin Investment Management, LLC | History | Added to | 6,093 | 317 | 0.09% | 0.07% | 105 | +1,255 | 25.94% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 5,317 | 277 | 0.01% | — | 106 | +5,317 | New | Q1 2026 | Apr 10, 2026 |
| PFG Investments, LLC | History | No change | 5,303 | 276 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,200 | 271 | 0.0% | 0.0% | 108 | +1,488 | 40.09% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 4,925 | 257 | 0.06% | 0.09% | 109 | -2,704 | -35.44% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 4,691 | 244 | 0.0% | 0.0% | 110 | +3,657 | 353.68% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,369 | 228 | 0.0% | 0.0% | 111 | -89,732 | -95.36% | Q1 2026 | May 15, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 4,145 | 216 | 0.11% | 0.11% | 112 | +42 | 1.02% | Q1 2026 | Apr 15, 2026 |
| GWN SECURITIES INC. | History | Reduced | 4,054 | 211 | 0.04% | 0.04% | 113 | -40 | -0.98% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 3,995 | 208 | 0.0% | — | 114 | +3,995 | New | Q1 2026 | Apr 20, 2026 |
| BFSG, LLC | History | New | 3,771 | 196 | 0.02% | — | 115 | +3,771 | New | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | New | 2,940 | 153 | 0.01% | — | 116 | +2,940 | New | Q1 2026 | May 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,108 | 110 | 0.0% | 0.0% | 117 | +18 | 0.86% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | New | 2,040 | 106 | 0.02% | — | 118 | +2,040 | New | Q1 2026 | May 04, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,612 | 84 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,594 | 83 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,538 | 80 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ALERUS FINANCIAL NA | History | New | 1,529 | 79 | 0.0% | — | 122 | +1,529 | New | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | New | 1,424 | 74 | 0.0% | — | 123 | +1,424 | New | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,338 | 69 | 0.0% | — | 124 | +1,338 | New | Q1 2026 | May 14, 2026 |
| Graney & King, LLC | History | New | 1,099 | 57 | 0.03% | — | 125 | +1,099 | New | Q1 2026 | May 18, 2026 |
| Bogart Wealth, LLC | History | New | 1,000 | 52 | 0.0% | — | 127 | +1,000 | New | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,000 | 52 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 951 | 49 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 912 | 47 | 0.0% | 0.0% | 129 | +114 | 14.29% | Q1 2026 | Apr 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 862 | 44 | 0.0% | 0.0% | 130 | -2,706 | -75.84% | Q1 2026 | May 11, 2026 |
| Wagner Wealth Management, LLC | History | New | 862 | 44 | 0.01% | — | 131 | +862 | New | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | No change | 723 | 37 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | New | 659 | 34 | 0.0% | — | 133 | +659 | New | Q1 2026 | May 14, 2026 |
| GoalVest Advisory LLC | History | Added to | 595 | 31 | 0.01% | 0.01% | 134 | +6 | 1.02% | Q1 2026 | Apr 13, 2026 |
| MCF Advisors LLC | History | New | 568 | 29 | 0.0% | — | 135 | +568 | New | Q1 2026 | May 11, 2026 |
| Nemes Rush Group LLC | History | New | 384 | 20 | 0.0% | — | 136 | +384 | New | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 303 | 15 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BARD ASSOCIATES INC | History | New | 261 | 13 | 0.0% | — | 138 | +261 | New | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | No change | 244 | 12 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | No change | 230 | 12 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 221 | 11 | 0.0% | — | 141 | +221 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | New | 218 | 11 | 0.0% | — | 142 | +218 | New | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 200 | 10 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | No change | 182 | 9 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 133 | 6 | 0.0% | — | 145 | +133 | New | Q1 2026 | Apr 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 96 | 5 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 85 | 4 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | New | 29 | 1 | 0.0% | — | 150 | +29 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -104,553 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.19% | — | -30,730 | -100.0% | Q1 2026 | May 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,164 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,566 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,530 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q1 2026 | May 08, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 29, 2026 |