J.P. Morgan Exchange-Traded Fund Trust - JPLD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Reduced | 37,531,466 | 1,964,344 | 0.12% | 0.12% | 1 | -936,107 | -2.43% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,354,725 | 70,904 | 0.0% | 0.0% | 2 | +270,413 | 24.94% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 1,047,535 | 54,826 | 0.01% | 0.01% | 3 | +133 | 0.01% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Added to | 1,046,425 | 54,768 | 0.18% | 0.18% | 4 | +30,165 | 2.97% | Q4 2025 | Jan 30, 2026 |
| Composition Wealth, LLC | History | Added to | 891,312 | 46,650 | 0.67% | 0.58% | 5 | +149,947 | 20.23% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Added to | 821,298 | 42,985 | 0.01% | 0.01% | 6 | +94,173 | 12.95% | Q4 2025 | Feb 11, 2026 |
| Schiavi & Co LLC | History | Added to | 805,931 | 42,181 | 13.56% | 12.73% | 7 | +69,539 | 9.44% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 389,123 | 20,366 | 0.0% | 0.0% | 8 | -92,392 | -19.19% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 349,284 | 18,281 | 0.6% | 0.07% | 9 | +315,020 | 919.39% | Q4 2025 | Feb 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 304,150 | 15,918 | 3.79% | 3.55% | 10 | +31,428 | 11.52% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 288,137 | 15,080 | 0.02% | 0.01% | 11 | +45,377 | 18.69% | Q4 2025 | Feb 06, 2026 |
| TD Capital Management LLC | History | Added to | 250,959 | 13,134 | 1.17% | 1.0% | 12 | +39,649 | 18.76% | Q4 2025 | Feb 26, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 236,156 | 12,360 | 8.01% | 8.53% | 13 | -595 | -0.25% | Q4 2025 | Jan 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 224,056 | 11,726 | 0.0% | 0.0% | 14 | -1,475 | -0.65% | Q4 2025 | Feb 18, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 219,755 | 11,501 | 0.98% | 1.02% | 15 | -315 | -0.14% | Q4 2025 | Jan 21, 2026 |
| Intellus Advisors LLC | History | Added to | 218,133 | 11,416 | 1.51% | 1.5% | 16 | +8,784 | 4.2% | Q4 2025 | Feb 06, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 163,632 | 8,595 | 1.68% | 1.26% | 17 | +50,085 | 44.11% | Q4 2025 | Feb 04, 2026 |
| Essential Planning, LLC. | History | Added to | 161,716 | 8,464 | 2.7% | 1.75% | 18 | +64,756 | 66.79% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 140,121 | 7,333 | 0.01% | 0.01% | 19 | +31,472 | 28.97% | Q4 2025 | Feb 17, 2026 |
| Bulwark Capital Corp | History | Added to | 138,476 | 7,247 | 5.15% | 5.07% | 20 | +14,197 | 11.42% | Q4 2025 | Jan 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 134,824 | 7,056 | 0.0% | 0.0% | 21 | +24,133 | 21.8% | Q4 2025 | Feb 17, 2026 |
| OakTrust Wealth Advisors, LLC | History | New | 122,120 | 6,391 | 5.9% | — | 22 | +122,120 | New | Q4 2025 | Feb 27, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Added to | 116,864 | 6,116 | 2.11% | 1.97% | 23 | +3,976 | 3.52% | Q4 2025 | Feb 09, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 115,551 | 6,047 | 1.37% | 1.3% | 24 | +6,261 | 5.73% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 115,050 | 6,021 | 0.0% | 0.0% | 25 | +84,625 | 278.14% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 106,486 | 5,573 | 0.03% | 0.02% | 26 | +21,933 | 25.94% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 104,553 | 5,472 | 0.06% | — | 27 | +104,553 | New | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | New | 94,101 | 4,925 | 0.0% | — | 28 | +94,101 | New | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 92,592 | 4,846 | 0.38% | 0.32% | 29 | +19,118 | 26.02% | Q4 2025 | Feb 04, 2026 |
| Bleakley Financial Group, LLC | History | New | 90,348 | 4,728 | 0.08% | — | 30 | +90,348 | New | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Added to | 78,995 | 4,134 | 0.02% | 0.0% | 31 | +76,290 | 2820.33% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 76,926 | 4,026 | 0.01% | 0.0% | 32 | +20,745 | 36.93% | Q4 2025 | Feb 17, 2026 |
| Members Advisory Group LLC | History | Added to | 70,628 | 3,696 | 1.39% | 1.19% | 33 | +6,614 | 10.33% | Q4 2025 | Jan 27, 2026 |
| Nautilus Advisors LLC | History | Added to | 67,885 | 3,553 | 2.32% | 1.72% | 34 | +19,254 | 39.59% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 67,448 | 3,530 | 0.0% | 0.0% | 35 | +15,136 | 28.93% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 65,800 | 3,443 | 0.02% | 0.01% | 36 | +40,707 | 162.22% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 63,030 | 3,298 | 0.06% | 0.06% | 37 | +5,282 | 9.15% | Q4 2025 | Jan 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 52,485 | 2,746 | 0.0% | — | 38 | +52,485 | New | Q4 2025 | Feb 17, 2026 |
| TCP Asset Management, LLC | History | Added to | 52,224 | 2,733 | 0.46% | 0.37% | 39 | +13,108 | 33.51% | Q4 2025 | Jan 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 48,531 | 2,540 | 0.0% | 0.0% | 40 | +37,123 | 325.41% | Q4 2025 | Feb 10, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 46,154 | 2,415 | 1.61% | 1.72% | 41 | +492 | 1.08% | Q4 2025 | Jan 07, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 43,841 | 2,294 | 0.25% | 0.24% | 42 | +6,253 | 16.64% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 43,029 | 2,252 | 0.01% | 0.01% | 43 | -1,718 | -3.84% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 36,967 | 1,934 | 0.0% | 0.0% | 44 | +3,221 | 9.54% | Q4 2025 | Feb 10, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 36,246 | 1,897 | 0.8% | 3.81% | 45 | -119,948 | -76.79% | Q4 2025 | Feb 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 35,592 | 1,863 | 0.0% | 0.0% | 46 | +19,975 | 127.91% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 34,381 | 1,799 | 0.01% | 0.01% | 47 | -1,364 | -3.82% | Q4 2025 | Jan 29, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | Added to | 33,597 | 1,758 | 0.85% | 0.81% | 48 | +2,043 | 6.47% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | New | 33,559 | 1,756 | 0.06% | — | 49 | +33,559 | New | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 31,606 | 1,655 | 0.01% | 0.01% | 50 | +2,637 | 9.1% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 30,730 | 1,608 | 0.19% | 0.39% | 51 | -31,359 | -50.51% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 29,931 | 1,566 | 0.0% | 0.0% | 52 | -2,510 | -7.74% | Q4 2025 | Feb 17, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 26,603 | 1,392 | 0.02% | 0.01% | 53 | +9,961 | 59.85% | Q4 2025 | Feb 11, 2026 |
| Ascent Group, LLC | History | No change | 26,054 | 1,363 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Saiph Capital, LLC | History | Reduced | 24,673 | 1,291 | 0.46% | 0.47% | 55 | -78 | -0.32% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,687 | 1,187 | 0.0% | 0.0% | 56 | +7,003 | 44.65% | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 20,353 | 1,065 | 0.09% | 0.05% | 57 | +8,977 | 78.91% | Q4 2025 | Feb 09, 2026 |
| Planning Project LLC | History | New | 20,135 | 1,053 | 0.26% | — | 58 | +20,135 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 17,850 | 934 | 0.0% | 0.0% | 59 | -1,039 | -5.5% | Q4 2025 | Jan 29, 2026 |
| WJ Wealth Management, LLC | History | Added to | 17,737 | 928 | 0.41% | 0.29% | 60 | +5,337 | 43.04% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | New | 17,354 | 908 | 0.0% | — | 61 | +17,354 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,261 | 903 | 0.0% | 0.0% | 62 | -706 | -3.93% | Q4 2025 | Feb 02, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 15,099 | 790 | 0.02% | 0.04% | 63 | +1,515 | 11.15% | Q4 2025 | Feb 10, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 14,476 | 757 | 0.12% | — | 64 | +14,476 | New | Q4 2025 | Feb 18, 2026 |
| KWB Wealth | History | Added to | 12,151 | 635 | 0.06% | 0.04% | 65 | +5,835 | 92.38% | Q4 2025 | Jan 12, 2026 |
| Vawter Financial, Ltd. | History | Added to | 11,385 | 595 | 0.25% | 0.11% | 66 | +6,596 | 137.73% | Q4 2025 | Feb 02, 2026 |
| Cloud Capital Management, LLC | History | Added to | 10,376 | 545 | 0.26% | 0.04% | 67 | +9,021 | 665.76% | Q4 2025 | Feb 12, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 10,013 | 524 | 0.06% | 0.03% | 68 | +4,478 | 80.9% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 9,582 | 501 | 0.0% | 0.0% | 69 | -135 | -1.39% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 9,479 | 496 | 0.04% | 0.04% | 70 | +1,524 | 19.16% | Q4 2025 | Jan 26, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 9,228 | 482 | 0.0% | 0.0% | 71 | -827 | -8.22% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,195 | 481 | 0.0% | — | 72 | +9,195 | New | Q4 2025 | Feb 02, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 9,164 | 479 | 0.01% | 0.01% | 73 | +3,169 | 52.86% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | No change | 9,118 | 477 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Centerpoint Advisory Group | History | Reduced | 8,698 | 455 | 0.35% | 0.39% | 75 | -870 | -9.09% | Q4 2025 | Feb 03, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | New | 8,508 | 445 | 0.4% | — | 76 | +8,508 | New | Q4 2025 | Feb 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 8,394 | 439 | 0.03% | 0.03% | 77 | -1,680 | -16.68% | Q4 2025 | Jan 15, 2026 |
| Creative Planning | History | Added to | 8,237 | 431 | 0.0% | 0.0% | 78 | +221 | 2.76% | Q4 2025 | Feb 17, 2026 |
| Family Office Research LLC | History | New | 7,736 | 406 | 0.17% | — | 79 | +7,736 | New | Q4 2025 | Feb 09, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 7,629 | 399 | 0.09% | 0.08% | 80 | +756 | 11.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,565 | 396 | 0.0% | — | 81 | +7,565 | New | Q4 2025 | Feb 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 6,785 | 353 | 0.11% | 0.05% | 82 | +4,267 | 169.46% | Q4 2025 | Feb 10, 2026 |
| Maridea Wealth Management LLC | History | New | 6,689 | 350 | 0.05% | — | 83 | +6,689 | New | Q4 2025 | Jan 08, 2026 |
| Diversified Enterprises, LLC | History | Added to | 6,655 | 348 | 0.02% | 0.02% | 84 | +1,468 | 28.3% | Q4 2025 | Jan 28, 2026 |
| PFG Investments, LLC | History | No change | 5,303 | 277 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Martin Investment Management, LLC | History | No change | 4,838 | 253 | 0.07% | 0.06% | 86 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | New | 4,234 | 221 | 0.0% | — | 87 | +4,234 | New | Q4 2025 | Feb 10, 2026 |
| PLANNING DIRECTIONS INC | History | New | 4,103 | 214 | 0.11% | — | 88 | +4,103 | New | Q4 2025 | Jan 21, 2026 |
| GWN SECURITIES INC. | History | New | 4,094 | 214 | 0.04% | — | 89 | +4,094 | New | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,712 | 194 | 0.0% | 0.0% | 90 | +649 | 21.19% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | New | 3,645 | 190 | 0.01% | — | 91 | +3,645 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,568 | 186 | 0.0% | 0.0% | 92 | -90,358 | -96.2% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,098 | 162 | 0.0% | 0.0% | 93 | +1 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,566 | 134 | 0.0% | — | 94 | +2,566 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | New | 2,530 | 132 | 0.01% | — | 95 | +2,530 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,090 | 109 | 0.0% | 0.0% | 96 | -2,233 | -51.65% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 1,612 | 84 | 0.02% | 0.03% | 97 | -114 | -6.6% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,594 | 83 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 1,538 | 80 | 0.08% | — | 99 | +1,538 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | New | 1,034 | 54 | 0.0% | — | 100 | +1,034 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 1,000 | 52 | 0.0% | — | 101 | +1,000 | New | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | No change | 968 | 50 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 951 | 49 | 0.01% | — | 103 | +951 | New | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 798 | 41 | 0.0% | 0.0% | 104 | -62 | -7.21% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 723 | 37 | 0.0% | — | 105 | +723 | New | Q4 2025 | Feb 05, 2026 |
| GoalVest Advisory LLC | History | Added to | 589 | 30 | 0.01% | 0.01% | 106 | +6 | 1.03% | Q4 2025 | Jan 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 550 | 28 | 0.0% | 0.0% | 107 | -500 | -47.62% | Q4 2025 | Feb 18, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 403 | 21 | 0.0% | — | 108 | +403 | New | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 303 | 15 | 0.0% | — | 109 | +303 | New | Q4 2025 | Jan 21, 2026 |
| Global Retirement Partners, LLC | History | Added to | 303 | 15 | 0.0% | 0.0% | 110 | +2 | 0.66% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 267 | 13 | 0.0% | — | 111 | +267 | New | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | No change | 244 | 13 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 230 | 12 | 0.0% | — | 113 | +230 | New | Q4 2025 | Jan 21, 2026 |
| Triumph Capital Management | History | New | 200 | 10 | 0.0% | — | 114 | +200 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | New | 182 | 9 | 0.0% | — | 115 | +182 | New | Q4 2025 | Jan 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 96 | 5 | 0.0% | — | 116 | +96 | New | Q4 2025 | Feb 06, 2026 |
| TSFG, LLC | History | Added to | 101 | 5 | 0.0% | 0.0% | 117 | +1 | 1.0% | Q4 2025 | Feb 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 85 | 4 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Elevated Capital Advisors, LLC | History | New | 62 | 3 | 0.0% | — | 119 | +62 | New | Q4 2025 | Jan 27, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Carolina Wealth Advisors, LLC | History | New | 33 | 1 | 0.0% | — | 122 | +33 | New | Q4 2025 | Jan 21, 2026 |
| Navalign, LLC | History | New | 25 | 1 | 0.0% | — | 123 | +25 | New | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -65,130 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -34,670 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -8,359 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 12, 2025 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Feb 06, 2026 |