J.P. Morgan Exchange-Traded Fund Trust - JPST

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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 98,255,683 4,969,772 0.28% 0.28% 1 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 63,410,002 3,206,643 0.17% 0.17% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 19,992,863 1,011,039 0.23% 0.23% 3 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 18,129,440 916,805 0.06% 0.06% 4 0 0.0% Q2 2026 Aug 14, 2026
Betterment LLC History No change 13,758,242 695,754 1.18% 1.18% 5 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 12,793,148 646,949 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 12,005,579 607,122 0.08% 0.08% 7 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 11,835,783 598,535 0.1% 0.1% 8 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 10,065,428 506,508 2.84% 2.84% 9 0 0.0% Q2 2026 Jul 29, 2026
UBS Group AG History No change 9,881,452 499,705 0.06% 0.06% 10 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 6,111,281 309,047 0.08% 0.08% 11 0 0.0% Q2 2026 Aug 14, 2026
Temasek Holdings (Private) Ltd History No change 5,919,494 299,348 0.8% 0.8% 12 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 5,448,316 275,520 0.33% 0.33% 13 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 5,291,854 267,608 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 14, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 4,831,585 244,333 14.2% 14.2% 15 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 4,289,310 216,910 0.05% 0.05% 16 0 0.0% Q2 2026 Sep 23, 2026
Cetera Investment Advisers History No change 4,090,820 206,872 0.19% 0.19% 17 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 3,883,899 195,714 0.33% 0.33% 18 0 0.0% Q2 2026 Jul 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,647,775 184,467 0.1% 0.1% 19 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 2,839,964 143,610 0.03% 0.03% 20 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 2,714,023 137,263 0.16% 0.16% 21 0 0.0% Q2 2026 Aug 14, 2026
Kensington Asset Management, LLC History No change 2,701,053 136,592 7.45% 7.45% 22 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,667,552 134,898 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 14, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP History No change 2,455,093 124,154 3.98% 3.98% 24 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 2,360,792 119,385 0.69% 0.69% 25 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Management, Inc. History No change 2,248,144 113,688 16.36% 16.36% 26 0 0.0% Q2 2026 Jul 16, 2026
FIFTH THIRD BANCORP History No change 2,170,646 109,769 0.18% 0.18% 27 0 0.0% Q2 2026 Aug 05, 2026
STIFEL FINANCIAL CORP History No change 2,142,892 108,366 0.09% 0.09% 28 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 2,080,200 105,195 0.13% 0.13% 29 0 0.0% Q2 2026 Jul 29, 2026
Bridgewater Advisors Inc. History No change 2,057,137 103,679 5.65% 5.65% 30 0 0.0% Q2 2026 Aug 05, 2026
Cambridge Investment Research Advisors, Inc. History No change 2,005,435 101,415 0.23% 0.23% 31 0 0.0% Q2 2026 Jul 27, 2026
HighTower Advisors, LLC History No change 1,988,463 100,556 0.1% 0.1% 32 0 0.0% Q2 2026 Aug 05, 2026
QUADRANT CAPITAL GROUP LLC History No change 1,973,968 99,823 2.74% 2.74% 33 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,922,804 97,236 1.55% 1.55% 34 0 0.0% Q2 2026 Jul 28, 2026
GREENWOOD GEARHART LLC History No change 1,827,293 92,406 4.3% 4.3% 35 0 0.0% Q2 2026 Jul 24, 2026
Focus Partners Wealth History No change 1,804,211 91,238 0.09% 0.09% 36 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 1,778,961 89,962 0.15% 0.15% 37 0 0.0% Q2 2026 Jul 30, 2026
Ancora Advisors LLC History No change 1,774,918 89,757 1.73% 1.73% 38 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 1,580,803 79,941 1.06% 1.06% 39 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 1,375,821 69,575 0.12% 0.12% 40 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 1,335,879 67,555 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 03, 2026
Rock Creek Group LLC History No change 1,303,970 65,942 6.64% 6.64% 42 0 0.0% Q2 2026 Aug 03, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 1,300,703 65,776 3.92% 3.92% 43 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 1,294,929 65,484 0.87% 0.87% 44 0 0.0% Q2 2026 Jul 23, 2026
Bramshill Investments, LLC History No change 1,282,964 64,879 4.96% 4.96% 45 0 0.0% Q2 2026 Aug 14, 2026
N.E.W. Advisory Services LLC History No change 1,272,405 64,345 4.3% 4.3% 46 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 1,260,051 63,720 0.19% 0.19% 47 0 0.0% Q2 2026 Aug 12, 2026
Crane Advisory, LLC History No change 1,198,932 60,522 8.69% 8.69% 48 0 0.0% Q2 2026 Jul 17, 2026
Capital Asset Advisory Services LLC History No change 1,185,486 59,950 2.17% 2.17% 49 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 1,181,875 59,746 0.33% 0.33% 50 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 1,174,372 59,387 0.05% 0.05% 51 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 1,168,286 59,080 0.39% 0.39% 52 0 0.0% Q2 2026 Sep 08, 2026
MML INVESTORS SERVICES, LLC History No change 1,125,142 56,898 0.12% 0.12% 53 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,104,176 55,838 0.09% 0.09% 54 0 0.0% Q2 2026 Aug 13, 2026
Naviter Wealth, LLC History No change 1,099,150 55,583 5.04% 5.04% 55 0 0.0% Q2 2026 Aug 07, 2026
Acorns Advisers, LLC History No change 1,074,374 54,331 0.35% 0.35% 56 0 0.0% Q2 2026 Aug 14, 2026
WNY Asset Management, LLC History No change 1,060,184 53,613 4.79% 4.79% 57 0 0.0% Q2 2026 Aug 17, 2026
Gotham Asset Management, LLC History No change 1,046,242 52,908 0.12% 0.12% 58 0 0.0% Q2 2026 Aug 14, 2026
NorthCoast Asset Management LLC History No change 1,002,831 50,713 1.12% 1.12% 59 0 0.0% Q2 2026 Aug 12, 2026
Phoenix Wealth Advisors History No change 994,969 50,315 16.97% 16.97% 60 0 0.0% Q2 2026 Jul 31, 2026
Private Advisor Group, LLC History No change 986,804 49,902 0.23% 0.23% 61 0 0.0% Q2 2026 Jul 27, 2026
Round Rock Advisors LLC History No change 953,692 48,228 6.21% 6.21% 62 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History No change 912,435 46,141 1.79% 1.79% 63 0 0.0% Q2 2026 Jul 23, 2026
AE Wealth Management LLC History No change 905,774 45,804 0.21% 0.21% 64 0 0.0% Q2 2026 Aug 03, 2026
MEMBERS CAPITAL ADVISORS INC History No change 900,000 45,513 39.09% 39.09% 65 0 0.0% Q2 2026 Aug 04, 2026
AlphaCore Capital LLC History No change 885,033 44,756 0.82% 0.82% 66 0 0.0% Q2 2026 Aug 06, 2026
Peterson Wealth Advisors, LLC History No change 866,882 43,838 5.18% 5.18% 67 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 846,270 42,795 1.64% 1.64% 68 0 0.0% Q2 2026 Jul 22, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 838,201 42,387 0.51% 0.51% 69 0 0.0% Q2 2026 Aug 07, 2026
STEPHENS INC /AR/ History No change 826,961 41,819 0.47% 0.47% 70 0 0.0% Q2 2026 Jul 29, 2026
AdvisorNet Financial, Inc History No change 821,078 41,521 1.9% 1.9% 71 0 0.0% Q2 2026 Jul 23, 2026
Alpha Omega Wealth Management LLC History No change 797,365 40,322 6.14% 6.14% 72 0 0.0% Q2 2026 Jul 20, 2026
MAI Capital Management History No change 794,088 40,157 0.15% 0.15% 73 0 0.0% Q2 2026 Aug 14, 2026
Great Point Wealth Advisors, LLC History No change 744,455 37,647 6.08% 6.08% 74 0 0.0% Q2 2026 Jul 23, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 722,623 36,543 1.93% 1.93% 75 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History Added to 723,286 36,431 6.52% 6.42% 76 +41,547 6.09% Q3 2026 Oct 05, 2026
RETIREMENT INCOME SOLUTIONS, INC History No change 718,740 36,375 6.26% 6.26% 77 0 0.0% Q2 2026 Aug 03, 2026
Cobblestone Asset Management LLC History No change 716,865 36,251 15.12% 15.12% 78 0 0.0% Q2 2026 Jul 21, 2026
FRANKLIN RESOURCES INC History No change 714,153 36,114 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 706,267 35,715 0.04% 0.04% 80 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 695,481 35,170 0.05% 0.05% 81 0 0.0% Q2 2026 Aug 13, 2026
Dakota Wealth Management History No change 686,045 34,693 0.66% 0.66% 82 0 0.0% Q2 2026 Aug 07, 2026
Lido Advisors, LLC History No change 685,795 34,680 0.09% 0.09% 83 0 0.0% Q2 2026 Aug 07, 2026
Kestra Advisory Services, LLC History No change 678,604 34,317 0.11% 0.11% 84 0 0.0% Q2 2026 Jul 28, 2026
Roof Eidam Maycock Peralta, LLC History No change 670,922 33,928 6.68% 6.68% 85 0 0.0% Q2 2026 Jul 24, 2026
MCMORGAN & CO LLC History No change 668,362 33,799 5.09% 5.09% 86 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 663,670 33,561 0.36% 0.36% 87 0 0.0% Q2 2026 Aug 06, 2026
Roberts Wealth Advisors, LLC History No change 658,706 33,310 7.57% 7.57% 88 0 0.0% Q2 2026 Jul 29, 2026
Dynamic Advisor Solutions LLC History No change 654,851 33,115 0.94% 0.94% 89 0 0.0% Q2 2026 Jul 07, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 651,468 32,944 6.68% 6.68% 90 0 0.0% Q2 2026 Jul 15, 2026
Gerber Kawasaki Wealth & Investment Management History No change 643,064 32,519 0.87% 0.87% 91 0 0.0% Q2 2026 Aug 07, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 640,700 32,400 1.2% 1.2% 92 0 0.0% Q2 2026 Jul 08, 2026
&PARTNERS History No change 623,361 31,523 0.13% 0.13% 93 0 0.0% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 621,985 31,453 0.36% 0.36% 94 0 0.0% Q2 2026 Aug 14, 2026
LexAurum Advisors, LLC History No change 619,993 31,353 3.62% 3.62% 95 0 0.0% Q2 2026 Jul 15, 2026
StrongBox Wealth, LLC History No change 618,387 31,271 8.91% 8.91% 96 0 0.0% Q2 2026 Jul 23, 2026
Requisite Capital Management, LLC History No change 612,480 30,973 5.12% 5.12% 97 0 0.0% Q2 2026 Aug 07, 2026
MONTAG A & ASSOCIATES INC History No change 610,033 30,849 1.3% 1.3% 98 0 0.0% Q2 2026 Aug 05, 2026
Neuberger Berman Group LLC History No change 587,095 29,689 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 13, 2026
SkyOak Wealth, LLC History No change 581,430 29,402 4.8% 4.8% 100 0 0.0% Q2 2026 Jul 30, 2026
Morton Capital Management LLC/CA History No change 573,696 29,011 3.97% 3.97% 101 0 0.0% Q2 2026 Jul 23, 2026
IMZ Advisory Inc History No change 571,842 28,918 9.16% 9.16% 102 0 0.0% Q2 2026 Jul 07, 2026
Equitable Holdings, Inc. History No change 565,252 28,584 0.17% 0.17% 103 0 0.0% Q2 2026 Aug 17, 2026
MBM WEALTH CONSULTANTS, LLC History No change 560,962 28,367 5.47% 5.47% 104 0 0.0% Q2 2026 Jul 24, 2026
Aptus Capital Advisors, LLC History No change 553,871 28,009 0.19% 0.19% 105 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 551,569 27,892 0.46% 0.46% 106 0 0.0% Q2 2026 Jul 31, 2026
Evensky & Katz LLC History No change 547,556 27,690 1.43% 1.43% 107 0 0.0% Q2 2026 Jul 22, 2026
LPWM LLC History No change 546,360 27,629 6.13% 6.13% 108 0 0.0% Q2 2026 Jul 24, 2026
Stratos Wealth Partners, LTD. History No change 544,767 27,548 0.28% 0.28% 109 0 0.0% Q2 2026 Aug 11, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 543,560 27,487 1.96% 1.96% 110 0 0.0% Q2 2026 Jul 20, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 537,730 27,193 0.12% 0.12% 111 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 518,316 26,211 0.62% 0.62% 112 0 0.0% Q2 2026 Aug 14, 2026
Sollinda Capital Management LLC History No change 504,872 25,531 5.45% 5.45% 113 0 0.0% Q2 2026 Aug 05, 2026
Leverty Financial Group, LLC History No change 504,422 25,508 4.96% 4.96% 114 0 0.0% Q2 2026 Jul 10, 2026
ACT Advisors, LLC. History No change 500,113 25,290 8.41% 8.41% 115 0 0.0% Q2 2026 Jul 22, 2026
MASON STREET ADVISORS, LLC History No change 494,716 25,017 2.25% 2.25% 116 0 0.0% Q2 2026 Aug 12, 2026
IRONWOOD WEALTH MANAGEMENT, INC. History No change 492,953 24,869 10.51% 10.51% 117 0 0.0% Q2 2026 Jul 14, 2026
San Luis Wealth Advisors LLC History No change 490,768 24,818 3.74% 3.74% 118 0 0.0% Q2 2026 Jul 16, 2026
Spire Wealth Management History No change 482,831 24,416 0.74% 0.74% 119 0 0.0% Q2 2026 Jul 15, 2026
Jacobi Capital Management LLC History No change 476,780 24,110 1.18% 1.18% 120 0 0.0% Q2 2026 Jul 31, 2026
Bryn Mawr Trust Advisors, LLC History No change 475,806 24,061 1.05% 1.05% 121 0 0.0% Q2 2026 Aug 03, 2026
Arbor Investment Advisors, LLC History No change 471,203 23,828 2.7% 2.7% 122 0 0.0% Q2 2026 Jul 24, 2026
American Trust History No change 468,313 23,682 1.83% 1.83% 123 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 463,219 23,425 0.05% 0.05% 124 0 0.0% Q2 2026 Aug 05, 2026
Saiph Capital, LLC History No change 456,852 23,102 6.92% 6.92% 125 0 0.0% Q2 2026 Jul 29, 2026
Souders Financial Advisors History No change 456,124 23,066 2.32% 2.32% 126 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 452,357 22,875 0.03% 0.03% 127 0 0.0% Q2 2026 Aug 27, 2026
APPLETON PARTNERS INC/MA History No change 449,897 22,751 1.39% 1.39% 128 0 0.0% Q2 2026 Jul 21, 2026
HARBOUR INVESTMENTS, INC. History No change 447,169 22,613 0.3% 0.3% 129 0 0.0% Q2 2026 Aug 12, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 446,878 22,598 1.36% 1.36% 130 0 0.0% Q2 2026 Jul 31, 2026
Clarus Group, Inc. History No change 440,964 22,299 7.56% 7.56% 131 0 0.0% Q2 2026 Jul 24, 2026
Family Investment Center, Inc. History No change 439,827 22,242 3.69% 3.69% 132 0 0.0% Q2 2026 Jul 23, 2026
Sand Hill Global Advisors, LLC History No change 431,876 21,839 0.66% 0.66% 133 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors Wealth Management, LLC History No change 427,771 21,632 2.54% 2.54% 134 0 0.0% Q2 2026 Jul 23, 2026
Thomasville National Bank History No change 421,402 21,310 1.17% 1.17% 135 0 0.0% Q2 2026 Jul 20, 2026
Capital Investment Advisory Services, LLC History No change 414,063 20,939 1.29% 1.29% 136 0 0.0% Q2 2026 Jul 23, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 412,854 20,878 0.39% 0.39% 137 0 0.0% Q2 2026 Jul 15, 2026
YHB Investment Advisors, Inc. History No change 411,749 20,822 1.33% 1.33% 138 0 0.0% Q2 2026 Jul 14, 2026
Ameritas Advisory Services, LLC History No change 409,731 20,720 0.42% 0.42% 139 0 0.0% Q2 2026 Aug 14, 2026
Mainstream Capital Management LLC History No change 402,230 20,340 12.25% 12.25% 140 0 0.0% Q2 2026 Jul 15, 2026
Palumbo Wealth Management LLC History No change 399,763 20,216 4.23% 4.23% 141 0 0.0% Q2 2026 Aug 12, 2026
Mascoma Wealth Management LLC History No change 396,714 20,061 3.72% 3.72% 142 0 0.0% Q2 2026 Jul 24, 2026
Compass Financial Services Inc History No change 396,256 20,038 7.49% 7.49% 143 0 0.0% Q2 2026 Jul 24, 2026
Ridgeline Wealth Planning, LLC History No change 395,728 20,011 12.68% 12.68% 144 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 394,888 19,969 0.16% 0.16% 145 0 0.0% Q2 2026 Jul 17, 2026
WJ Wealth Management, LLC History No change 394,346 19,941 7.87% 7.87% 146 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 394,799 19,933 0.33% 0.33% 147 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 394,799 19,933 0.33% 0.33% 148 0 0.0% Q2 2026 Jul 29, 2026
Cerro Pacific Wealth Advisors LLC History No change 388,992 19,671 4.45% 4.45% 149 0 0.0% Q2 2026 Jul 15, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 388,798 19,661 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 13, 2026
White Wing Wealth Management History No change 388,423 19,642 10.25% 10.25% 151 0 0.0% Q2 2026 Jul 08, 2026
Financial Management Professionals, Inc. History No change 383,190 19,377 1.84% 1.84% 152 0 0.0% Q2 2026 Jul 09, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 381,370 19,285 0.55% 0.55% 153 0 0.0% Q2 2026 Aug 05, 2026
Beacon Bank & Trust History No change 380,948 19,264 3.67% 3.67% 154 0 0.0% Q2 2026 Aug 03, 2026
NOESIS CAPITAL MANGEMENT CORP History No change 380,490 19,241 2.31% 2.31% 155 0 0.0% Q2 2026 Aug 04, 2026
Essex Financial Services, Inc. History No change 375,686 18,998 0.95% 0.95% 156 0 0.0% Q2 2026 Aug 10, 2026
Soltis Investment Advisors LLC History No change 374,519 18,939 1.05% 1.05% 157 0 0.0% Q2 2026 Jul 31, 2026
Sanctuary Advisors, LLC History No change 374,421 18,934 0.09% 0.09% 158 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 371,068 18,764 0.23% 0.23% 159 0 0.0% Q2 2026 Jul 20, 2026
Baird Financial Group, Inc. History No change 370,632 18,742 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 12, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 369,961 18,708 5.51% 5.51% 161 0 0.0% Q2 2026 Jul 23, 2026
Ridgepath Capital Management LLC History No change 367,780 18,598 8.21% 8.21% 162 0 0.0% Q2 2026 Aug 20, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 363,803 18,397 1.43% 1.43% 163 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Financial Partners, Inc. History No change 363,695 18,392 0.13% 0.13% 164 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 363,347 18,374 0.05% 0.05% 165 0 0.0% Q2 2026 Aug 10, 2026
Modern Wealth Management, LLC History No change 359,025 18,155 0.22% 0.22% 166 0 0.0% Q2 2026 Aug 13, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 356,830 18,044 0.24% 0.24% 167 0 0.0% Q2 2026 Jul 15, 2026
Cooper Financial Group History No change 355,291 17,967 1.49% 1.49% 168 0 0.0% Q2 2026 Jul 08, 2026
Legacy CG, LLC History No change 354,161 17,909 4.58% 4.58% 169 0 0.0% Q2 2026 Jul 22, 2026
Sowell Financial Services LLC History No change 353,105 17,856 0.58% 0.58% 170 0 0.0% Q2 2026 Jul 17, 2026
Advisory Services Network, LLC History No change 349,951 17,697 0.2% 0.2% 171 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 346,668 17,531 0.25% 0.25% 172 0 0.0% Q2 2026 Jul 15, 2026
Selby Wealth Management, LLC History No change 345,746 17,484 6.2% 6.2% 173 0 0.0% Q2 2026 Jul 09, 2026
Matthew Goff Investment Advisor, LLC History No change 342,661 17,328 2.92% 2.92% 174 0 0.0% Q2 2026 Jul 07, 2026
VCI Wealth Management LLC History No change 342,342 17,312 4.34% 4.34% 175 0 0.0% Q2 2026 Aug 04, 2026
LANE BROTHERS & CO INC History No change 341,660 17,277 11.3% 11.3% 176 0 0.0% Q2 2026 Aug 05, 2026
JFS WEALTH ADVISORS, LLC History No change 337,387 17,061 0.85% 0.85% 177 0 0.0% Q2 2026 Jul 10, 2026
KWMG, LLC History No change 332,252 16,801 1.21% 1.21% 178 0 0.0% Q2 2026 Jul 08, 2026
IronBridge Private Wealth, LLC History No change 332,184 16,798 5.52% 5.52% 179 0 0.0% Q2 2026 Aug 13, 2026
Whitaker-Myers Wealth Managers, LTD. History No change 330,396 16,708 2.79% 2.79% 180 0 0.0% Q2 2026 Jul 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 327,971 16,585 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 19, 2026
Causey Wealth LLC History No change 326,485 16,510 6.45% 6.45% 182 0 0.0% Q2 2026 Aug 11, 2026
Summit Wealth Partners, LLC History No change 324,561 16,413 2.34% 2.34% 183 0 0.0% Q2 2026 Aug 03, 2026
OneDigital Investment Advisors LLC History No change 320,363 16,200 0.14% 0.14% 184 0 0.0% Q2 2026 Aug 06, 2026
Allworth Financial LP History No change 319,769 16,170 0.07% 0.07% 185 0 0.0% Q2 2026 Aug 11, 2026
Apollon Wealth Management, LLC History No change 315,057 15,932 0.19% 0.19% 186 0 0.0% Q2 2026 Jul 22, 2026
Legacy Wealth Advisors, LLC History No change 313,432 15,850 6.86% 6.86% 187 0 0.0% Q2 2026 Aug 14, 2026
Aprio Wealth Management, LLC History No change 312,840 15,820 0.78% 0.78% 188 0 0.0% Q2 2026 Jul 24, 2026
Morrissey Wealth Management, LLC History No change 311,291 15,636 9.84% 9.84% 189 0 0.0% Q2 2026 Oct 05, 2026
RETIREMENT GUYS FORMULA LLC History No change 306,792 15,514 5.84% 5.84% 190 0 0.0% Q2 2026 Jul 30, 2026
Composition Wealth, LLC History No change 306,036 15,476 0.18% 0.18% 191 0 0.0% Q2 2026 Jul 22, 2026
Financial Solutions Advisory Group, Inc. History No change 304,972 15,385 1.95% 1.95% 192 0 0.0% Q2 2026 Jul 13, 2026
Clearstead Advisors, LLC History No change 298,529 15,096 0.14% 0.14% 193 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 298,476 15,093 0.02% 0.02% 194 0 0.0% Q2 2026 Jul 28, 2026
Ruggaard & Associates LLC History No change 295,794 14,958 5.37% 5.37% 195 0 0.0% Q2 2026 Aug 17, 2026
BLUEDOOR PRIVATE WEALTH, LLC History No change 283,265 14,324 6.03% 6.03% 196 0 0.0% Q2 2026 Jul 16, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 279,870 14,153 5.24% 5.24% 197 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 279,354 14,126 0.24% 0.24% 198 0 0.0% Q2 2026 Aug 11, 2026
Kendall Capital Management History No change 278,967 14,107 2.35% 2.35% 199 0 0.0% Q2 2026 Aug 12, 2026
Crestmont Private Wealth LLC History No change 278,757 14,096 3.95% 3.95% 200 0 0.0% Q2 2026 Aug 07, 2026
Massachusetts Wealth Management History No change 277,545 14,035 5.35% 5.35% 201 0 0.0% Q2 2026 Aug 03, 2026
Resonant Capital Advisors, LLC History No change 273,155 13,813 0.66% 0.66% 202 0 0.0% Q2 2026 Jul 24, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 272,457 13,777 0.22% 0.22% 203 0 0.0% Q2 2026 Aug 10, 2026
Wellington Grp LLC History No change 269,355 13,621 3.6% 3.6% 204 0 0.0% Q2 2026 Aug 26, 2026
Buck Wealth Strategies, LLC History No change 267,213 13,512 1.41% 1.41% 205 0 0.0% Q2 2026 Jul 30, 2026
SCOTIA CAPITAL INC. History No change 266,603 13,482 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 11, 2026
CEERA INVESTMENTS, LLC History No change 266,246 13,464 5.71% 5.71% 207 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Wealth, LLC History No change 265,262 13,414 0.13% 0.13% 208 0 0.0% Q2 2026 Aug 10, 2026
Krilogy Financial LLC History No change 264,477 13,374 0.4% 0.4% 209 0 0.0% Q2 2026 Jul 27, 2026
SIMON QUICK ADVISORS, LLC History No change 263,773 13,338 0.54% 0.54% 210 0 0.0% Q2 2026 Jul 28, 2026
Aspen Wealth Management LLC History No change 262,094 13,254 2.25% 2.25% 211 0 0.0% Q2 2026 Jul 31, 2026
Paradigm Capital Management, LLC/NV History No change 261,625 13,230 11.38% 11.38% 212 0 0.0% Q2 2026 Aug 13, 2026
Clark Capital Management Group, Inc. History No change 261,136 13,205 0.07% 0.07% 213 0 0.0% Q2 2026 Aug 11, 2026
ELEVATUS WELATH MANAGEMENT History No change 259,004 13,097 3.19% 3.19% 214 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 256,007 12,946 1.15% 1.15% 215 0 0.0% Q2 2026 Jul 20, 2026
Tradewinds, LLC. History No change 14,991 12,920 2.91% 2.91% 216 0 0.0% Q2 2026 Aug 14, 2026
NavPoint Financial, Inc. History No change 250,122 12,648 4.69% 4.69% 217 0 0.0% Q2 2026 Jul 23, 2026
J.W. COLE ADVISORS, INC. History No change 248,788 12,581 0.22% 0.22% 218 0 0.0% Q2 2026 Jul 21, 2026
TD Capital Management LLC History No change 247,217 12,501 1.02% 1.02% 219 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History No change 245,334 12,406 0.22% 0.22% 220 0 0.0% Q2 2026 Jul 20, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 244,963 12,387 7.55% 7.55% 221 0 0.0% Q2 2026 Jul 21, 2026
REDW Wealth LLC History No change 242,930 12,284 4.4% 4.4% 222 0 0.0% Q2 2026 Jul 30, 2026
Independent Wealth Network Inc. History No change 242,635 12,270 3.12% 3.12% 223 0 0.0% Q2 2026 Jul 20, 2026
Insight Wealth Partners, LLC History No change 240,079 12,140 1.63% 1.63% 224 0 0.0% Q2 2026 Aug 06, 2026
Taylor Securities Services, Inc. History No change 238,932 12,082 4.91% 4.91% 225 0 0.0% Q2 2026 Aug 13, 2026
Choice Wealth Advisors LLC History No change 235,220 11,895 4.17% 4.17% 226 0 0.0% Q2 2026 Jul 09, 2026
Invst, LLC History No change 235,002 11,884 1.16% 1.16% 227 0 0.0% Q2 2026 Aug 14, 2026
Houlihan Financial Resource Group, Ltd. History No change 231,209 11,692 4.17% 4.17% 228 0 0.0% Q2 2026 Aug 10, 2026
Guardian Wealth Advisors, LLC History No change 230,696 11,666 5.84% 5.84% 229 0 0.0% Q2 2026 Aug 05, 2026
Legacy Capital Group California, Inc. History No change 228,759 11,568 3.49% 3.49% 230 0 0.0% Q2 2026 Jul 29, 2026
ENCOMPASS WEALTH ADVISORS, LLC History No change 228,437 11,552 3.52% 3.52% 231 0 0.0% Q2 2026 Jul 21, 2026
KMG FIDUCIARY PARTNERS, LLC History No change 228,267 11,543 1.07% 1.07% 232 0 0.0% Q2 2026 Jul 09, 2026
HBW ADVISORY SERVICES LLC History No change 226,942 11,476 1.04% 1.04% 233 0 0.0% Q2 2026 Jul 16, 2026
RETIREMENT CAPITAL STRATEGIES History No change 226,339 11,445 3.97% 3.97% 234 0 0.0% Q2 2026 Aug 13, 2026
Rockingstone Advisors LLC History No change 224,847 11,370 4.56% 4.56% 235 0 0.0% Q2 2026 Jul 13, 2026
Ironwood Investment Counsel, LLC History No change 223,060 11,280 1.48% 1.48% 236 0 0.0% Q2 2026 Aug 05, 2026
5th Street Advisors, LLC History No change 222,536 11,253 4.28% 4.28% 237 0 0.0% Q2 2026 Aug 05, 2026
Spectrum Planning & Advisory Services Inc. History No change 221,477 11,200 5.01% 5.01% 238 0 0.0% Q2 2026 Jul 14, 2026
Fluent Financial, LLC History No change 219,706 11,110 3.97% 3.97% 239 0 0.0% Q2 2026 Jul 09, 2026
Investment Advisory Services Group LLC History No change 219,027 11,076 8.1% 8.1% 240 0 0.0% Q2 2026 Jul 29, 2026
D.A. DAVIDSON & CO. History No change 217,686 11,008 0.06% 0.06% 241 0 0.0% Q2 2026 Jul 24, 2026
J. Mark Nickell & Co. History No change 215,388 10,892 8.69% 8.69% 242 0 0.0% Q2 2026 Aug 11, 2026
Perennial Advisors, LLC History No change 214,996 10,872 1.67% 1.67% 243 0 0.0% Q2 2026 Jul 13, 2026
Symphony Financial, Ltd. Co. History No change 214,738 10,861 1.19% 1.19% 244 0 0.0% Q2 2026 Aug 03, 2026
Prime Capital Investment Advisors, LLC History No change 214,270 10,835 0.11% 0.11% 245 0 0.0% Q2 2026 Aug 05, 2026
Scarborough Advisors, LLC History No change 214,087 10,809 1.24% 1.24% 246 0 0.0% Q2 2026 Jul 21, 2026
Syverson Strege & Co History No change 212,175 10,729 2.34% 2.34% 247 0 0.0% Q2 2026 Aug 06, 2026
DHJJ Financial Advisors, Ltd. History No change 210,052 10,622 3.06% 3.06% 248 0 0.0% Q2 2026 Jul 24, 2026
Sharper & Granite LLC History No change 209,969 10,618 3.29% 3.29% 249 0 0.0% Q2 2026 Jul 16, 2026
Western Wealth Management, LLC History No change 209,203 10,579 0.35% 0.35% 250 0 0.0% Q2 2026 Aug 14, 2026
American Financial Advisors, LLC History No change 208,413 10,539 1.27% 1.27% 251 0 0.0% Q2 2026 Jul 14, 2026
Financial Security Advisor, Inc. History No change 208,104 10,523 1.71% 1.71% 252 0 0.0% Q2 2026 Aug 11, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 226,494 10,493 7.86% 7.86% 253 0 0.0% Q2 2026 Jul 30, 2026
Tradition Wealth Management, LLC History No change 206,798 10,457 0.64% 0.64% 254 0 0.0% Q2 2026 Aug 11, 2026
FSM Wealth Advisors, LLC History No change 206,622 10,448 1.11% 1.11% 255 0 0.0% Q2 2026 Jul 15, 2026
Prosperity Consulting Group, LLC History No change 205,153 10,374 0.39% 0.39% 256 0 0.0% Q2 2026 Aug 13, 2026
Per Stirling Capital Management, LLC. History No change 204,252 10,329 0.98% 0.98% 257 0 0.0% Q2 2026 Aug 14, 2026
CENTAURUS FINANCIAL, INC. History No change 204,214 10,327 0.4% 0.4% 258 0 0.0% Q2 2026 Aug 17, 2026
INTEGRITY ALLIANCE, LLC. History No change 202,837 10,257 0.32% 0.32% 259 0 0.0% Q2 2026 Jul 31, 2026
RAHLFS CAPITAL, LLC History No change 201,780 10,204 7.49% 7.49% 260 0 0.0% Q2 2026 Jul 28, 2026
Mutual Advisors, LLC History No change 200,888 10,158 0.19% 0.19% 261 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 200,579 10,143 0.36% 0.36% 262 0 0.0% Q2 2026 Aug 13, 2026
Blom & Howell Financial Planning, Inc. History No change 200,054 10,116 8.43% 8.43% 263 0 0.0% Q2 2026 Aug 04, 2026
Financial Enhancement Group LLC History No change 198,946 10,060 1.2% 1.2% 264 0 0.0% Q2 2026 Jul 07, 2026
Frisch Financial Group, Inc. History No change 198,598 10,043 1.72% 1.72% 265 0 0.0% Q2 2026 Aug 14, 2026
RPg Family Wealth Advisory, LLC History No change 198,459 10,036 2.08% 2.08% 266 0 0.0% Q2 2026 Aug 04, 2026
Ashton Thomas Private Wealth, LLC History No change 198,439 10,035 0.21% 0.21% 267 0 0.0% Q2 2026 Jul 29, 2026
Winthrop Advisory Group LLC History No change 197,378 9,981 0.67% 0.67% 268 0 0.0% Q2 2026 Jul 17, 2026
Ackerman Asset Management, LLC History No change 196,511 9,937 5.96% 5.96% 269 0 0.0% Q2 2026 Aug 10, 2026
Mach-1 Financial Group, LLC History No change 195,800 9,901 3.84% 3.84% 270 0 0.0% Q2 2026 Jul 29, 2026
Meridian Financial Advisors, LLC History No change 195,332 9,877 4.75% 4.75% 271 0 0.0% Q2 2026 Jul 22, 2026
Interchange Capital Partners, LLC History No change 195,303 9,876 1.86% 1.86% 272 0 0.0% Q2 2026 Jul 20, 2026
Perigon Wealth Management, LLC History No change 195,123 9,867 0.16% 0.16% 273 0 0.0% Q2 2026 Aug 07, 2026
Elmwood Wealth Management, Inc. History No change 194,430 9,832 2.46% 2.46% 274 0 0.0% Q2 2026 Jul 07, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 194,329 9,827 0.24% 0.24% 275 0 0.0% Q2 2026 Jul 31, 2026
Prosperitas Financial LLC History No change 194,337 9,827 3.15% 3.15% 276 0 0.0% Q2 2026 Aug 19, 2026
Alexis Investment Partners, LLC History No change 192,703 9,746 5.7% 5.7% 277 0 0.0% Q2 2026 Jul 23, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 191,705 9,694 5.01% 5.01% 278 0 0.0% Q2 2026 Jul 22, 2026
GTS SECURITIES LLC History No change 188,126 9,513 0.2% 0.2% 279 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Advisory, LLC History No change 187,979 9,506 0.79% 0.79% 280 0 0.0% Q2 2026 Jul 29, 2026
CHOREO, LLC History No change 185,104 9,360 0.1% 0.1% 281 0 0.0% Q2 2026 Aug 04, 2026
NFSG Corp History No change 184,879 9,349 1.16% 1.16% 282 0 0.0% Q2 2026 Aug 14, 2026
Flavin Financial Services, Inc. History No change 184,873 9,349 5.33% 5.33% 283 0 0.0% Q2 2026 Aug 13, 2026
Scott Capital Advisors, LLC History No change 184,730 9,341 1.46% 1.46% 284 0 0.0% Q2 2026 Jul 10, 2026
Beacon Pointe Advisors, LLC History No change 184,273 9,318 0.04% 0.04% 285 0 0.0% Q2 2026 Aug 18, 2026
AQR CAPITAL MANAGEMENT LLC History No change 183,973 9,303 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 14, 2026
Anchor Investment Management, LLC History No change 183,523 9,280 0.7% 0.7% 287 0 0.0% Q2 2026 Sep 15, 2026
Firestone Capital Management History No change 182,866 9,247 1.72% 1.72% 288 0 0.0% Q2 2026 Jul 31, 2026
Apella Capital, LLC History No change 181,816 9,168 0.13% 0.13% 289 0 0.0% Q2 2026 Jul 08, 2026
Cottage Street Advisors LLC History No change 179,231 9,063 3.51% 3.51% 290 0 0.0% Q2 2026 Jul 20, 2026
Granite Bay Wealth Management, LLC History No change 178,785 9,041 0.83% 0.83% 291 0 0.0% Q2 2026 Aug 14, 2026
Enclave Advisors LLC History No change 176,500 8,925 1.13% 1.13% 292 0 0.0% Q2 2026 Jul 14, 2026
Cresset Asset Management, LLC History No change 176,450 8,923 0.03% 0.03% 293 0 0.0% Q2 2026 Aug 14, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 175,937 8,897 3.22% 3.22% 294 0 0.0% Q2 2026 Aug 07, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 171,522 8,673 0.1% 0.1% 295 0 0.0% Q2 2026 Jul 28, 2026
Helium Advisors LLC History No change 170,861 8,640 7.18% 7.18% 296 0 0.0% Q2 2026 Aug 11, 2026
Concurrent Investment Advisors, LLC History No change 170,594 8,626 0.07% 0.07% 297 0 0.0% Q2 2026 Jul 27, 2026
WEST PACES ADVISORS INC. History No change 169,640 8,578 1.44% 1.44% 298 0 0.0% Q2 2026 Jul 17, 2026
Beacon Financial Advisory LLC History No change 168,730 8,532 1.68% 1.68% 299 0 0.0% Q2 2026 Aug 05, 2026
Avidian Wealth Enterprises, LLC History No change 167,663 8,478 0.23% 0.23% 300 0 0.0% Q2 2026 Jul 24, 2026