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 | No change | 43,927,253 | 2,293,002 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 2,401,346 | 125,326 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,569,546 | 81,914 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1,528,082 | 79,750 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 1,114,155 | 58,147 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | No change | 1,040,372 | 54,297 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schiavi & Co LLC | History | No change | 972,807 | 50,770 | 13.41% | 13.41% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 970,536 | 50,652 | 0.59% | 0.59% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | No change | 908,104 | 47,393 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthquest Corp | History | No change | 696,093 | 36,329 | 2.29% | 2.29% | 10 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 513,387 | 26,793 | 5.17% | 5.17% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 399,217 | 20,835 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scott Capital Advisors, LLC | History | No change | 321,805 | 16,795 | 2.63% | 2.63% | 13 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 297,241 | 15,515 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Planning, LLC. | History | No change | 296,964 | 15,498 | 4.38% | 4.38% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Capital Management LLC | History | No change | 273,341 | 14,265 | 1.17% | 1.17% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 269,007 | 14,039 | 2.25% | 2.25% | 17 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 263,352 | 13,744 | 1.3% | 1.3% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intellus Advisors LLC | History | No change | 244,244 | 12,747 | 1.55% | 1.55% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 235,613 | 12,296 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMA Wealth Management, LLC | History | No change | 233,539 | 12,188 | 7.8% | 7.8% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HighTower Advisors, LLC | History | No change | 211,649 | 11,045 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bulwark Capital Corp | History | No change | 196,887 | 10,275 | 5.78% | 5.78% | 23 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | No change | 192,111 | 10,026 | 3.07% | 3.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OakTrust Wealth Advisors, LLC | History | No change | 184,590 | 9,633 | 8.3% | 8.3% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 187,319 | 9,630 | 0.71% | 0.92% | 26 | -44,442 | -19.18% | Q3 2026 | Oct 01, 2026 |
| Private Advisor Group, LLC | History | No change | 181,890 | 9,492 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Juno Financial Group LLC | History | No change | 177,780 | 9,278 | 3.29% | 3.29% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 175,879 | 9,137 | 1.91% | 1.91% | 29 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 153,466 | 8,009 | 1.43% | 1.43% | 30 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 141,013 | 7,359 | 0.21% | 0.21% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 140,347 | 7,324 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONECO ADVISORS, LLC | History | No change | 137,540 | 7,178 | 0.44% | 0.44% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 115,846 | 6,046 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Whipplewood Advisors, LLC | History | No change | 115,738 | 6,040 | 4.07% | 4.07% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 115,505 | 6,028 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 98,702 | 5,138 | 0.27% | 0.27% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Reduced | 97,334 | 4,992 | 0.06% | 0.07% | 38 | -2,109 | -2.12% | Q3 2026 | Oct 08, 2026 |
| Bleakley Financial Group, LLC | History | No change | 93,775 | 4,894 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sunrise Financial Services, LLC | History | No change | 93,755 | 4,893 | 2.91% | 2.91% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 86,516 | 4,515 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WBH ADVISORY INC | History | No change | 85,565 | 4,465 | 0.3% | 0.3% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 83,636 | 4,364 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Members Advisory Group LLC | History | No change | 81,398 | 4,248 | 1.19% | 1.19% | 44 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 76,806 | 3,998 | 1.72% | 1.72% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 75,720 | 3,951 | 0.79% | 0.79% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversified Portfolios, Inc. | History | No change | 59,893 | 3,125 | 0.23% | 0.23% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 57,903 | 3,021 | 0.06% | 0.06% | 48 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Equitable Holdings, Inc. | History | No change | 56,391 | 2,943 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ascent Group, LLC | History | No change | 54,982 | 2,869 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Insight Wealth Partners, LLC | History | No change | 53,268 | 2,780 | 0.37% | 0.37% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 53,257 | 2,779 | 0.11% | 0.11% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 48,689 | 2,541 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nautilus Advisors LLC | History | Reduced | 49,366 | 2,537 | 1.53% | 1.71% | 54 | -6,654 | -11.88% | Q3 2026 | Oct 06, 2026 |
| Rossby Financial, LCC | History | No change | 48,568 | 2,534 | 0.46% | 0.46% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 47,835 | 2,496 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cedarwood Wealth LLC | History | No change | 43,630 | 2,277 | 1.72% | 1.72% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | No change | 42,564 | 2,221 | 0.05% | 0.05% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NICOLET BANKSHARES INC | History | No change | 41,833 | 2,183 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 42,219 | 2,170 | 1.4% | 1.44% | 60 | -3,126 | -6.89% | Q3 2026 | Oct 07, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 41,226 | 2,151 | 0.92% | 0.92% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 40,808 | 2,129 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| &PARTNERS | History | No change | 36,067 | 1,882 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 35,931 | 1,875 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 35,216 | 1,837 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 30,517 | 1,592 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BFSG, LLC | History | No change | 28,856 | 1,505 | 0.13% | 0.13% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| IRON Financial LLC | History | No change | 26,202 | 1,367 | 0.56% | 0.56% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 25,980 | 1,356 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 25,775 | 1,345 | 0.19% | 0.19% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Saiph Capital, LLC | History | No change | 24,668 | 1,287 | 0.39% | 0.39% | 71 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TCP Asset Management, LLC | History | No change | 24,151 | 1,260 | 0.14% | 0.14% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 23,924 | 1,249 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 22,960 | 1,201 | 0.32% | 0.32% | 74 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 21,441 | 1,118 | 0.27% | 0.27% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | No change | 21,115 | 1,101 | 0.82% | 0.82% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 21,075 | 1,083 | 0.08% | 0.06% | 77 | +4,605 | 27.96% | Q3 2026 | Oct 08, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 20,600 | 1,075 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WCG Wealth Advisors LLC | History | No change | 19,246 | 1,004 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 18,500 | 965 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 18,078 | 943 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PROTECTIVE LIFE CORP | History | No change | 17,813 | 929 | 6.64% | 6.64% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | No change | 16,725 | 872 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KWB Wealth | History | No change | 16,643 | 868 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WJ Wealth Management, LLC | History | No change | 16,089 | 839 | 0.33% | 0.33% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 15,414 | 804 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Valor Advisors LLC | History | No change | 15,232 | 794 | 0.59% | 0.59% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 15,059 | 785 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Planning Project LLC | History | No change | 13,393 | 696 | 0.14% | 0.14% | 89 | 0 | 0.0% | Q2 2026 | Sep 01, 2026 |
| Vawter Financial, Ltd. | History | No change | 12,991 | 678 | 0.26% | 0.26% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 12,526 | 653 | 0.05% | 0.05% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 12,267 | 640 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 10,806 | 564 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 10,510 | 548 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lakeside Advisors, INC. | History | No change | 10,500 | 547 | 0.34% | 0.34% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cloud Capital Management, LLC | History | No change | 10,454 | 545 | 0.2% | 0.2% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 10,370 | 541 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cottage Street Advisors LLC | History | No change | 10,027 | 523 | 0.2% | 0.2% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 9,841 | 513 | 0.18% | 0.18% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,746 | 508 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,451 | 493 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 9,446 | 492 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Creative Planning | History | No change | 9,390 | 490 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 8,633 | 450 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,596 | 448 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,911 | 412 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 7,901 | 412 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Family Office Research LLC | History | No change | 7,736 | 403 | 0.15% | 0.15% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Diversified Enterprises, LLC | History | No change | 7,195 | 375 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUB Investment Partners, LLC | History | No change | 7,102 | 370 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PLANNING DIRECTIONS INC | History | No change | 6,871 | 358 | 0.17% | 0.17% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Centerpoint Advisory Group | History | No change | 6,821 | 355 | 0.23% | 0.23% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,670 | 348 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 6,571 | 342 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 6,398 | 333 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Martin Investment Management, LLC | History | No change | 6,093 | 317 | 0.11% | 0.11% | 116 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hirtle & Co., LLC | History | No change | 6,019 | 314 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 5,303 | 276 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,251 | 274 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Financial Advisory LLC | History | No change | 5,200 | 271 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| McHugh Group, LLC | History | No change | 5,000 | 260 | 0.13% | 0.13% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 4,894 | 255 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| Maridea Wealth Management LLC | History | No change | 4,850 | 253 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,793 | 250 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 4,775 | 249 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GWN SECURITIES INC. | History | No change | 4,767 | 248 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortis Group Advisors, LLC | History | No change | 4,592 | 239 | 0.04% | 0.04% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Western Wealth Management, LLC | History | No change | 4,384 | 228 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 4,128 | 215 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Continuum Advisory, LLC | History | No change | 2,795 | 145 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 2,582 | 135 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,127 | 111 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 2,040 | 106 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,700 | 88 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,594 | 83 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 1,538 | 80 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 1,322 | 68 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,214 | 63 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,128 | 58 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,102 | 57 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Graney & King, LLC | History | No change | 1,099 | 57 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | No change | 1,000 | 52 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 931 | 48 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 903 | 47 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| US BANCORP \DE\ | History | No change | 894 | 46 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wagner Wealth Management, LLC | History | No change | 862 | 44 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 723 | 37 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 590 | 30 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| MCF Advisors LLC | History | No change | 575 | 29 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 478 | 24 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Nemes Rush Group LLC | History | No change | 384 | 20 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 296 | 15 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 251 | 13 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NFSG Corp | History | No change | 230 | 12 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 218 | 11 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 200 | 10 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ascentis Independent Advisors | History | No change | 133 | 6 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 110 | 5 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Oakworth Capital, Inc. | History | No change | 85 | 4 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CoreCap Advisors, LLC | History | New | 77 | 3 | 0.0% | — | 161 | +77 | New | Q3 2026 | Oct 08, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 54 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 51 | 2 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |