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

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.
Showing first 300 of 482 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Savant Capital, LLC History No change 12,544,726 906,734 2.66% 2.66% 1 0 0.0% Q2 2026 Aug 10, 2026
LPL Financial LLC History No change 3,519,434 254,384 0.06% 0.06% 2 0 0.0% Q2 2026 Aug 07, 2026
Sage Mountain Advisors LLC History No change 2,910,657 210,382 12.94% 12.94% 3 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Wealth History No change 2,634,467 190,419 0.2% 0.2% 4 0 0.0% Q2 2026 Aug 12, 2026
ST GERMAIN D J CO INC History No change 1,918,286 138,653 4.99% 4.99% 5 0 0.0% Q2 2026 Jul 21, 2026
JPMORGAN CHASE & CO History No change 1,858,109 133,170 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 1,809,452 130,787 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,620,104 117,101 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 1,385,216 100,123 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 1,314,796 95,033 2.02% 2.02% 10 0 0.0% Q2 2026 Aug 03, 2026
Facet Wealth, Inc. History No change 1,268,937 91,718 1.31% 1.31% 11 0 0.0% Q2 2026 Jul 27, 2026
Quadcap Wealth Management, LLC History No change 1,260,449 91,105 8.86% 8.86% 12 0 0.0% Q2 2026 Jul 31, 2026
Cetera Investment Advisers History No change 1,194,066 86,307 0.08% 0.08% 13 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,051,811 76,024 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 12, 2026
RVW Wealth, LLC History Added to 1,010,151 74,549 4.78% 4.53% 15 +57,356 6.02% Q3 2026 Oct 06, 2026
EP Wealth Advisors, LLC History No change 1,025,040 74,089 0.28% 0.28% 16 0 0.0% Q2 2026 Aug 11, 2026
LVZ, Inc. History No change 1,015,715 73,415 7.46% 7.46% 17 0 0.0% Q2 2026 Jul 09, 2026
Hughes Financial Services, LLC History No change 1,011,274 73,094 9.69% 9.69% 18 0 0.0% Q2 2026 Jul 20, 2026
Avidian Wealth Enterprises, LLC History No change 980,654 70,881 1.96% 1.96% 19 0 0.0% Q2 2026 Jul 24, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 973,572 70,369 3.31% 3.31% 20 0 0.0% Q2 2026 Jul 24, 2026
UMB Bank, n.a. History No change 901,926 65,191 0.83% 0.83% 21 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 896,995 64,839 0.08% 0.08% 22 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 874,194 63,186 0.01% 0.01% 23 0 0.0% Q2 2026 Sep 23, 2026
Cambridge Investment Research Advisors, Inc. History No change 855,394 61,828 0.14% 0.14% 24 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 782,659 56,570 0.07% 0.07% 25 0 0.0% Q2 2026 Jul 29, 2026
Federation des caisses Desjardins du Quebec History No change 774,472 55,978 0.17% 0.17% 26 0 0.0% Q2 2026 Aug 13, 2026
TFC Financial Management, Inc. History No change 764,173 55,234 6.12% 6.12% 27 0 0.0% Q2 2026 Jul 23, 2026
Warren Street Wealth Advisors, LLC History No change 695,856 50,296 11.22% 11.22% 28 0 0.0% Q2 2026 Jul 22, 2026
Vertex Planning Partners, LLC History No change 688,073 49,733 7.38% 7.38% 29 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 683,750 49,421 0.16% 0.16% 30 0 0.0% Q2 2026 Jul 28, 2026
Intellus Advisors LLC History No change 570,632 41,245 5.01% 5.01% 31 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 567,142 40,992 0.24% 0.24% 32 0 0.0% Q2 2026 Aug 17, 2026
Goldstone Financial Group, LLC History No change 556,388 40,215 3.68% 3.68% 33 0 0.0% Q2 2026 Aug 11, 2026
Spectrum Wealth Advisory Group, LLC History No change 535,194 38,683 11.02% 11.02% 34 0 0.0% Q2 2026 Aug 06, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 494,295 35,727 0.45% 0.45% 35 0 0.0% Q2 2026 Jul 24, 2026
HARBOUR INVESTMENTS, INC. History No change 460,857 33,310 0.45% 0.45% 36 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 459,444 33,300 0.06% 0.06% 37 0 0.0% Q2 2026 Jul 15, 2026
Breakwater Capital Group History No change 444,100 32,099 3.85% 3.85% 38 0 0.0% Q2 2026 Jul 08, 2026
Baker Avenue Asset Management, LP History No change 441,326 31,899 0.6% 0.6% 39 0 0.0% Q2 2026 Jul 28, 2026
SIGNATUREFD, LLC History No change 439,499 31,767 0.42% 0.42% 40 0 0.0% Q2 2026 Jul 23, 2026
HEMMING& WEALTH MANAGEMENT, INC. History No change 435,713 31,493 19.17% 19.17% 41 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 431,073 31,157 0.09% 0.09% 42 0 0.0% Q2 2026 Aug 12, 2026
One Capital Management, LLC History No change 491,596 30,144 0.84% 0.84% 43 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 392,158 28,345 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 05, 2026
Strategent Financial, LLC History No change 381,137 27,548 15.87% 15.87% 45 0 0.0% Q2 2026 Aug 03, 2026
JONES FINANCIAL COMPANIES LLLP History No change 384,142 27,158 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 14, 2026
Sanchez Wealth Management Group History No change 375,076 27,110 4.75% 4.75% 47 0 0.0% Q2 2026 Jul 27, 2026
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC History No change 371,322 26,839 6.77% 6.77% 48 0 0.0% Q2 2026 Jul 20, 2026
Stratos Wealth Partners, LTD. History No change 349,995 25,297 0.25% 0.25% 49 0 0.0% Q2 2026 Aug 11, 2026
Dynamic Advisor Solutions LLC History No change 348,347 25,178 0.71% 0.71% 50 0 0.0% Q2 2026 Jul 07, 2026
WELLS FARGO & COMPANY/MN History No change 347,557 25,121 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
Roof Eidam Maycock Peralta, LLC History No change 343,162 24,803 4.89% 4.89% 52 0 0.0% Q2 2026 Jul 24, 2026
Tull Financial Group, Inc. History No change 335,421 24,244 9.49% 9.49% 53 0 0.0% Q2 2026 Aug 05, 2026
Geneos Wealth Management Inc. History No change 331,532 23,963 0.49% 0.49% 54 0 0.0% Q2 2026 Aug 06, 2026
Ameritas Advisory Services, LLC History No change 318,031 22,987 0.46% 0.46% 55 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 317,843 22,973 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 13, 2026
VALICENTI ADVISORY SERVICES INC History No change 292,987 21,177 4.0% 4.0% 57 0 0.0% Q2 2026 Jul 16, 2026
Cerity Partners LLC History No change 288,029 20,818 0.03% 0.03% 58 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 282,105 20,391 0.13% 0.13% 59 0 0.0% Q2 2026 Jul 20, 2026
KELLY FINANCIAL GROUP LLC History No change 270,282 19,535 4.34% 4.34% 60 0 0.0% Q2 2026 Jul 14, 2026
REDW Wealth LLC History No change 269,822 19,502 6.99% 6.99% 61 0 0.0% Q2 2026 Jul 30, 2026
ROYAL BANK OF CANADA History No change 262,677 18,985 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 257,203 18,590 0.8% 0.8% 63 0 0.0% Q2 2026 Jul 22, 2026
Mason & Associates Inc History No change 247,077 17,858 2.88% 2.88% 64 0 0.0% Q2 2026 Jul 23, 2026
Modern Wealth Management, LLC History No change 237,625 17,175 0.2% 0.2% 65 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 236,360 17,084 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 07, 2026
D'Orazio & Associates, Inc. History No change 230,194 16,638 1.93% 1.93% 67 0 0.0% Q2 2026 Jul 28, 2026
Private Advisor Group, LLC History No change 227,621 16,452 0.08% 0.08% 68 0 0.0% Q2 2026 Jul 27, 2026
Marks Group Wealth Management, Inc History No change 224,884 16,254 1.42% 1.42% 69 0 0.0% Q2 2026 Jul 27, 2026
Sanctuary Advisors, LLC History No change 220,248 15,919 0.07% 0.07% 70 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 217,775 15,741 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 05, 2026
Beacon Pointe Advisors, LLC History No change 216,733 15,665 0.07% 0.07% 72 0 0.0% Q2 2026 Aug 18, 2026
Per Stirling Capital Management, LLC. History No change 211,334 15,275 1.45% 1.45% 73 0 0.0% Q2 2026 Aug 14, 2026
Plan Group Financial, LLC History No change 208,959 15,103 3.11% 3.11% 74 0 0.0% Q2 2026 Aug 03, 2026
PETRA FINANCIAL ADVISORS INC History No change 206,837 14,950 6.93% 6.93% 75 0 0.0% Q2 2026 Jul 24, 2026
Weil Company, Inc. History No change 203,625 14,718 2.59% 2.59% 76 0 0.0% Q2 2026 Aug 05, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 231,140 14,603 2.05% 2.05% 77 0 0.0% Q2 2026 Aug 11, 2026
Allworth Financial LP History No change 201,492 14,563 0.06% 0.06% 78 0 0.0% Q2 2026 Aug 11, 2026
Alpha Zero LLC History No change 201,527 14,532 5.51% 5.51% 79 0 0.0% Q2 2026 Jul 17, 2026
STIFEL FINANCIAL CORP History No change 188,900 13,653 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 12, 2026
Prism Advisors, Inc. History No change 187,945 13,584 3.3% 3.3% 81 0 0.0% Q2 2026 Jul 24, 2026
Ledyard National Bank History No change 170,884 12,351 0.99% 0.99% 82 0 0.0% Q2 2026 Jul 16, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 169,718 12,267 0.67% 0.67% 83 0 0.0% Q2 2026 Jul 27, 2026
True North Advisors, LLC History No change 167,310 12,093 1.16% 1.16% 84 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Concepts LLC History No change 165,833 11,986 0.08% 0.08% 85 0 0.0% Q2 2026 Sep 08, 2026
J.W. COLE ADVISORS, INC. History No change 164,746 11,907 0.2% 0.2% 86 0 0.0% Q2 2026 Jul 21, 2026
Perigon Wealth Management, LLC History No change 155,493 11,239 0.18% 0.18% 87 0 0.0% Q2 2026 Aug 07, 2026
SEAMOUNT FINANCIAL GROUP INC History No change 155,205 11,218 4.52% 4.52% 88 0 0.0% Q2 2026 Jul 24, 2026
Betterment LLC History No change 151,401 10,943 0.02% 0.02% 89 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 147,258 10,643 0.12% 0.12% 90 0 0.0% Q2 2026 Aug 12, 2026
BENJAMIN EDWARDS INC History No change 138,425 10,006 0.09% 0.09% 91 0 0.0% Q2 2026 Jul 24, 2026
Farther Finance Advisors, LLC History No change 138,391 10,002 0.08% 0.08% 92 0 0.0% Q2 2026 Jul 17, 2026
Fifth Third Wealth Advisors LLC History No change 137,850 9,963 0.28% 0.28% 93 0 0.0% Q2 2026 Jul 17, 2026
MBA Advisors LLC History No change 133,585 9,655 3.25% 3.25% 94 0 0.0% Q2 2026 Jul 28, 2026
Navalign, LLC History No change 131,050 9,472 2.21% 2.21% 95 0 0.0% Q2 2026 Jul 27, 2026
Clarus Wealth Advisors History No change 129,822 9,295 3.58% 3.58% 96 0 0.0% Q2 2026 Jul 09, 2026
Able Wealth Management LLC History No change 128,167 9,263 2.13% 2.13% 97 0 0.0% Q2 2026 Jul 29, 2026
Aprio Wealth Management, LLC History No change 125,101 9,042 0.45% 0.45% 98 0 0.0% Q2 2026 Jul 24, 2026
Tenzing Financial LLC History No change 122,984 8,889 6.1% 6.1% 99 0 0.0% Q2 2026 Jul 09, 2026
Onyx Bridge Wealth Group LLC History No change 122,406 8,847 0.8% 0.8% 100 0 0.0% Q2 2026 Jul 23, 2026
Focus Financial Network, Inc. History No change 117,142 8,467 0.26% 0.26% 101 0 0.0% Q2 2026 Jul 09, 2026
LAWOOD & CO History No change 116,653 8,431 5.71% 5.71% 102 0 0.0% Q2 2026 Jul 13, 2026
Waterway Wealth Management, LLC History No change 143,990 8,171 1.67% 1.67% 103 0 0.0% Q2 2026 Jul 13, 2026
Columbus Macro, LLC History No change 112,039 8,098 0.79% 0.79% 104 0 0.0% Q2 2026 Jul 22, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 111,244 8,041 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 110,152 7,961 0.01% 0.01% 106 0 0.0% Q2 2026 Jul 28, 2026
Baird Financial Group, Inc. History No change 110,135 7,960 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History No change 109,426 7,909 0.04% 0.04% 108 0 0.0% Q2 2026 Jul 24, 2026
Maridea Wealth Management LLC History No change 107,135 7,743 0.84% 0.84% 109 0 0.0% Q2 2026 Aug 06, 2026
Madson Wealth Advisors Inc History No change 105,969 7,659 5.21% 5.21% 110 0 0.0% Q2 2026 Jul 21, 2026
Pallas Capital Advisors LLC History No change 105,382 7,617 0.23% 0.23% 111 0 0.0% Q2 2026 Aug 07, 2026
Blue Trust, Inc. History No change 101,707 7,351 0.08% 0.08% 112 0 0.0% Q2 2026 Jul 21, 2026
Golden State Wealth Management, LLC History No change 101,321 7,323 0.67% 0.67% 113 0 0.0% Q2 2026 Jul 22, 2026
Arrowroot Family Office, LLC History No change 101,283 7,320 2.1% 2.1% 114 0 0.0% Q2 2026 Aug 06, 2026
Archford Capital Strategies, LLC History No change 91,485 6,612 0.67% 0.67% 115 0 0.0% Q2 2026 Jul 17, 2026
BridgePort Financial Solutions, LLC History No change 87,946 6,356 1.62% 1.62% 116 0 0.0% Q2 2026 Jul 24, 2026
Cornerstone Wealth, LLC/TN History No change 88,256 6,354 3.21% 3.21% 117 0 0.0% Q2 2026 Jul 29, 2026
Merit Financial Group, LLC History No change 87,549 6,328 0.04% 0.04% 118 0 0.0% Q2 2026 Jul 20, 2026
Tandem Financial, LLC History No change 86,719 6,268 1.89% 1.89% 119 0 0.0% Q2 2026 Aug 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 86,391 6,244 1.07% 1.07% 120 0 0.0% Q2 2026 Aug 14, 2026
HighPoint Advisor Group LLC History No change 85,485 6,178 0.22% 0.22% 121 0 0.0% Q2 2026 Aug 05, 2026
Delos Wealth Advisors, LLC History No change 81,484 5,889 3.02% 3.02% 122 0 0.0% Q2 2026 Aug 14, 2026
Linscomb Wealth, Inc. History No change 81,065 5,859 0.25% 0.25% 123 0 0.0% Q2 2026 Jul 31, 2026
INTEGRATED CAPITAL MANAGEMENT, INC. History No change 80,238 5,799 4.05% 4.05% 124 0 0.0% Q2 2026 Jul 07, 2026
Burton Enright Welch History No change 80,157 5,793 0.68% 0.68% 125 0 0.0% Q2 2026 Jul 17, 2026
Asset One Wealth Management LLC History No change 79,802 5,745 0.61% 0.61% 126 0 0.0% Q2 2026 Aug 13, 2026
Financial Futures Ltd Liability Co. History No change 79,071 5,715 2.18% 2.18% 127 0 0.0% Q2 2026 Jul 27, 2026
Fulcrum Capital LLC History No change 78,266 5,657 1.15% 1.15% 128 0 0.0% Q2 2026 Jul 20, 2026
MorganRosel Wealth Management, LLC History No change 77,894 5,630 1.9% 1.9% 129 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 77,291 5,586 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
Collaborative Wealth Managment Inc. History No change 73,844 5,337 2.24% 2.24% 131 0 0.0% Q2 2026 Aug 05, 2026
Mutual Advisors, LLC History No change 72,616 5,248 0.1% 0.1% 132 0 0.0% Q2 2026 Aug 14, 2026
SHEPHERD KAPLAN KROCHUK, LLC History No change 71,025 5,133 4.08% 4.08% 133 0 0.0% Q2 2026 Aug 14, 2026
Destiny Wealth Partners, LLC History No change 68,387 4,938 0.7% 0.7% 134 0 0.0% Q2 2026 Aug 07, 2026
Western Wealth Management, LLC History No change 67,073 4,848 0.16% 0.16% 135 0 0.0% Q2 2026 Aug 14, 2026
Madrid Wealth Management, LLC History No change 66,608 4,814 3.16% 3.16% 136 0 0.0% Q2 2026 Jul 31, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 66,275 4,790 0.05% 0.05% 137 0 0.0% Q2 2026 Aug 14, 2026
FDx Advisors, Inc. History No change 66,194 4,785 1.44% 1.44% 138 0 0.0% Q2 2026 Aug 04, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 64,751 4,680 0.2% 0.2% 139 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 98,709 4,637 1.46% 1.46% 140 0 0.0% Q2 2026 Aug 14, 2026
Arsenal Capital Advisors LLC History No change 62,963 4,550 2.68% 2.68% 141 0 0.0% Q2 2026 Aug 11, 2026
Ballast Financial Advisors LLC History No change 62,901 4,546 4.12% 4.12% 142 0 0.0% Q2 2026 Aug 13, 2026
TABLEAUX LLC History No change 62,797 4,538 1.91% 1.91% 143 0 0.0% Q2 2026 Aug 07, 2026
Empowered Funds, LLC History No change 61,622 4,454 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 14, 2026
TD Capital Management LLC History No change 61,575 4,450 0.36% 0.36% 145 0 0.0% Q2 2026 Aug 06, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 61,320 4,432 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 60,739 4,390 0.16% 0.16% 147 0 0.0% Q2 2026 Aug 14, 2026
Ballast Rock Private Wealth LLC History No change 60,207 4,351 2.01% 2.01% 148 0 0.0% Q2 2026 Aug 10, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 56,865 4,110 0.21% 0.21% 149 0 0.0% Q2 2026 Jul 31, 2026
Kathmere Capital Management, LLC History No change 56,178 4,060 0.21% 0.21% 150 0 0.0% Q2 2026 Jul 29, 2026
Peck Wealth Management, LLC History No change 55,982 4,046 3.41% 3.41% 151 0 0.0% Q2 2026 Jul 31, 2026
Portside Wealth Group, LLC History No change 55,304 3,997 0.47% 0.47% 152 0 0.0% Q2 2026 Jul 14, 2026
Fiduciary Alliance LLC History No change 54,787 3,959 0.27% 0.27% 153 0 0.0% Q2 2026 Jul 20, 2026
Keystone Financial Group History No change 53,620 3,875 0.23% 0.23% 154 0 0.0% Q2 2026 Jul 29, 2026
SHP Wealth Management History No change 53,071 3,835 0.26% 0.26% 155 0 0.0% Q2 2026 Aug 11, 2026
Centennial Bank/AR/ History No change 52,007 3,759 1.21% 1.21% 156 0 0.0% Q2 2026 Aug 10, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 50,779 3,670 0.49% 0.49% 157 0 0.0% Q2 2026 Jul 24, 2026
Intelligence Driven Advisers, LLC History No change 50,115 3,622 0.59% 0.59% 158 0 0.0% Q2 2026 Aug 06, 2026
Avior Wealth Management, LLC History No change 49,509 3,578 0.09% 0.09% 159 0 0.0% Q2 2026 Jul 07, 2026
IFP Advisors, Inc History No change 49,513 3,578 0.06% 0.06% 160 0 0.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 48,790 3,526 0.07% 0.07% 161 0 0.0% Q2 2026 Jul 15, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 45,925 3,319 0.16% 0.16% 162 0 0.0% Q2 2026 Aug 11, 2026
NOVEM GROUP History No change 45,728 3,305 0.33% 0.33% 163 0 0.0% Q2 2026 Jul 21, 2026
L & S Advisors Inc History No change 45,630 3,298 0.34% 0.34% 164 0 0.0% Q2 2026 Aug 12, 2026
Investor's Fiduciary Advisor Network, LLC History No change 45,021 3,254 1.11% 1.11% 165 0 0.0% Q2 2026 Aug 13, 2026
Gladstone Institutional Advisory LLC History No change 44,632 3,225 0.1% 0.1% 166 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 43,573 3,149 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 42,499 3,071 0.03% 0.03% 168 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 42,229 3,052 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 13, 2026
JT Stratford LLC History No change 41,939 3,031 0.33% 0.33% 170 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 41,239 2,980 0.0% 0.0% 171 0 0.0% Q2 2026 Aug 13, 2026
Wealth Advisors of Iowa, LLC History No change 40,462 2,924 0.79% 0.79% 172 0 0.0% Q2 2026 Jul 30, 2026
Sequoia Financial Advisors, LLC History No change 40,241 2,908 0.01% 0.01% 173 0 0.0% Q2 2026 Jul 17, 2026
GOLDMAN SACHS GROUP INC History No change 39,981 2,889 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
Ayalon Insurance Comp Ltd. History No change 39,764 2,874 0.35% 0.35% 175 0 0.0% Q2 2026 Jul 13, 2026
Mariner, LLC History No change 39,227 2,835 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 38,526 2,784 0.03% 0.03% 177 0 0.0% Q2 2026 Aug 12, 2026
SMITH, MOORE & CO. History No change 37,975 2,744 0.18% 0.18% 178 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 37,191 2,688 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 36,813 2,660 0.03% 0.03% 180 0 0.0% Q2 2026 Aug 10, 2026
N.E.W. Advisory Services LLC History No change 35,865 2,592 0.17% 0.17% 181 0 0.0% Q2 2026 Aug 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 35,847 2,591 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 19, 2026
Spire Wealth Management History No change 35,673 2,578 0.08% 0.08% 183 0 0.0% Q2 2026 Jul 15, 2026
SALEM INVESTMENT COUNSELORS INC History No change 35,359 2,555 0.06% 0.06% 184 0 0.0% Q2 2026 Jul 14, 2026
Retirement Planning Group, LLC History No change 34,916 2,523 0.06% 0.06% 185 0 0.0% Q2 2026 Aug 05, 2026
Confluence Wealth Services, Inc. History No change 34,661 2,505 0.07% 0.07% 186 0 0.0% Q2 2026 Jul 22, 2026
MATTERS CAPITAL LLC History No change 34,592 2,500 1.75% 1.75% 187 0 0.0% Q2 2026 Aug 12, 2026
Elevation Capital Advisory, LLC History No change 34,463 2,490 0.96% 0.96% 188 0 0.0% Q2 2026 Jul 27, 2026
Centerpoint Advisory Group History No change 34,250 2,475 1.57% 1.57% 189 0 0.0% Q2 2026 Jul 29, 2026
Oasis Advisors, LLC History No change 33,895 2,449 1.59% 1.59% 190 0 0.0% Q2 2026 Jul 30, 2026
NATIONAL BANK OF CANADA /FI/ History No change 33,720 2,437 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 10, 2026
Gallacher Capital Management LLC History No change 33,472 2,419 1.36% 1.36% 192 0 0.0% Q2 2026 Jul 16, 2026
Diversify Advisory Services, LLC History No change 32,971 2,368 0.04% 0.04% 193 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 32,971 2,368 0.04% 0.04% 194 0 0.0% Q2 2026 Jul 29, 2026
Princeton Global Asset Management LLC History No change 31,785 2,297 0.33% 0.33% 195 0 0.0% Q2 2026 Jul 16, 2026
CAP Partners, LLC History No change 31,073 2,245 1.1% 1.1% 196 0 0.0% Q2 2026 Jul 30, 2026
VALLEY NATIONAL ADVISERS INC History No change 30,340 2,192 0.24% 0.24% 197 0 0.0% Q2 2026 Jul 29, 2026
FIFTH THIRD SECURITIES, INC. History No change 29,220 2,112 0.12% 0.12% 198 0 0.0% Q2 2026 Jul 15, 2026
INTRUST BANK NA History No change 28,952 2,092 0.15% 0.15% 199 0 0.0% Q2 2026 Aug 05, 2026
Foster Group, Inc. History No change 28,819 2,083 0.06% 0.06% 200 0 0.0% Q2 2026 Jul 07, 2026
ARQ WEALTH ADVISORS, LLC History No change 27,702 1,983 0.25% 0.25% 201 0 0.0% Q2 2026 Jul 24, 2026
ENZI WEALTH History No change 27,400 1,981 0.63% 0.63% 202 0 0.0% Q2 2026 Jul 15, 2026
Integrated Advisors Network LLC History No change 27,126 1,960 0.09% 0.09% 203 0 0.0% Q2 2026 Aug 11, 2026
Sigma Planning Corp History No change 26,949 1,947 0.05% 0.05% 204 0 0.0% Q2 2026 Aug 07, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 26,597 1,922 0.57% 0.57% 205 0 0.0% Q2 2026 Jul 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 25,719 1,858 0.09% 0.09% 206 0 0.0% Q2 2026 Jul 23, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 25,526 1,845 0.11% 0.11% 207 0 0.0% Q2 2026 Aug 07, 2026
Nuveen, LLC History No change 25,191 1,820 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 11, 2026
Aspen Wealth Management LLC History No change 24,936 1,802 0.31% 0.31% 209 0 0.0% Q2 2026 Jul 31, 2026
GTS SECURITIES LLC History No change 24,561 1,775 0.04% 0.04% 210 0 0.0% Q2 2026 Aug 14, 2026
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History No change 24,402 1,763 0.25% 0.25% 211 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 24,405 1,763 0.02% 0.02% 212 0 0.0% Q2 2026 Jul 28, 2026
Composition Wealth, LLC History No change 23,864 1,724 0.02% 0.02% 213 0 0.0% Q2 2026 Jul 22, 2026
Arax Advisory Partners History No change 23,337 1,686 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 10, 2026
AMERIPRISE FINANCIAL INC History No change 23,308 1,684 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 14, 2026
American Financial Advisors, LLC History No change 23,129 1,671 0.2% 0.2% 216 0 0.0% Q2 2026 Jul 14, 2026
Westfuller Advisors, LLC History No change 22,967 1,660 0.6% 0.6% 217 0 0.0% Q2 2026 Jul 29, 2026
Arkadios Wealth Advisors History No change 22,784 1,646 0.02% 0.02% 218 0 0.0% Q2 2026 Aug 10, 2026
Resonant Capital Advisors, LLC History No change 22,766 1,645 0.08% 0.08% 219 0 0.0% Q2 2026 Jul 24, 2026
Private Wealth Partners, LLC History No change 22,309 1,612 0.11% 0.11% 220 0 0.0% Q2 2026 Aug 03, 2026
ProCore Advisors, LLC History No change 22,235 1,607 1.99% 1.99% 221 0 0.0% Q2 2026 Jul 27, 2026
Procyon Advisors, LLC History No change 21,839 1,578 0.07% 0.07% 222 0 0.0% Q2 2026 Jul 09, 2026
Wealthfront Advisers LLC History No change 21,534 1,556 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 07, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 20,937 1,513 1.21% 1.21% 224 0 0.0% Q2 2026 Aug 06, 2026
PRIVATE TRUST CO NA History No change 20,546 1,485 0.12% 0.12% 225 0 0.0% Q2 2026 Jul 28, 2026
FIRST CITIZENS BANK & TRUST CO History No change 19,933 1,440 0.02% 0.02% 226 0 0.0% Q2 2026 Jul 13, 2026
Qube Research & Technologies Ltd History No change 19,931 1,440 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 14, 2026
Saratoga Research & Investment Management History No change 19,289 1,394 0.08% 0.08% 228 0 0.0% Q2 2026 Jul 23, 2026
Focus Partners Advisor Solutions, LLC History No change 19,251 1,391 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 06, 2026
Mendel Money Management History No change 19,176 1,386 0.51% 0.51% 230 0 0.0% Q2 2026 Jul 30, 2026
MILESTONE ASSET MANAGEMENT, LLC History No change 18,247 1,318 0.21% 0.21% 231 0 0.0% Q2 2026 Jul 15, 2026
Quantinno Capital Management LP History No change 17,947 1,297 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 13, 2026
IRON Financial LLC History No change 17,534 1,267 0.52% 0.52% 233 0 0.0% Q2 2026 Jul 22, 2026
Everest Private Wealth History No change 17,006 1,229 0.46% 0.46% 234 0 0.0% Q2 2026 Aug 07, 2026
PFG Advisors History No change 16,966 1,226 0.06% 0.06% 235 0 0.0% Q2 2026 Jul 16, 2026
CIBC Bancorp USA Inc. History No change 16,810 1,215 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History No change 16,831 1,212 0.05% 0.05% 237 0 0.0% Q2 2026 Aug 12, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 16,756 1,211 0.2% 0.2% 238 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Wealth, LLC History No change 16,574 1,197 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 10, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 16,117 1,165 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Management, LLC History No change 16,043 1,159 0.4% 0.4% 241 0 0.0% Q2 2026 Jul 07, 2026
Flavin Financial Services, Inc. History No change 15,836 1,144 0.65% 0.65% 242 0 0.0% Q2 2026 Aug 13, 2026
TSFG, LLC History No change 15,598 1,127 0.14% 0.14% 243 0 0.0% Q2 2026 Jul 23, 2026
BOYUM WEALTH ARCHITECTS LLC History No change 14,994 1,118 0.45% 0.43% 244 0 0.0% Q3 2026 Oct 06, 2026
Cooper Financial Group History No change 15,458 1,117 0.09% 0.09% 245 0 0.0% Q2 2026 Jul 08, 2026
Redhawk Wealth Advisors, Inc. History No change 15,368 1,110 0.11% 0.11% 246 0 0.0% Q2 2026 Jul 09, 2026
M.E. ALLISON & CO., INC. History No change 15,120 1,092 0.63% 0.63% 247 0 0.0% Q2 2026 Jul 07, 2026
Kingsview Wealth Management, LLC History No change 14,525 1,049 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 18, 2026
Cambria Investment Management, L.P. History No change 14,131 1,021 0.05% 0.05% 249 0 0.0% Q2 2026 Aug 14, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 14,002 1,012 0.18% 0.18% 250 0 0.0% Q2 2026 Jul 21, 2026
Envestnet Portfolio Solutions, Inc. History No change 14,001 1,012 0.0% 0.0% 251 0 0.0% Q2 2026 Sep 23, 2026
Concurrent Investment Advisors, LLC History No change 13,986 1,010 0.01% 0.01% 252 0 0.0% Q2 2026 Jul 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 13,923 1,006 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 14, 2026
Emprise Bank History No change 13,839 1,000 0.37% 0.37% 254 0 0.0% Q2 2026 Jul 07, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 13,630 985 0.33% 0.33% 255 0 0.0% Q2 2026 Jul 21, 2026
Jefferson Bridge Capital, LLC History No change 13,545 979 0.85% 0.85% 256 0 0.0% Q2 2026 Jul 21, 2026
Silver Grove Financial Group, Inc. History No change 13,469 973 0.53% 0.53% 257 0 0.0% Q2 2026 Aug 13, 2026
Hamilton Capital, LLC History No change 13,353 965 0.05% 0.05% 258 0 0.0% Q2 2026 Aug 17, 2026
Steward Partners Investment Advisory, LLC History No change 12,997 939 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 13, 2026
High Net Worth Advisory Group LLC History No change 12,468 901 0.19% 0.19% 260 0 0.0% Q2 2026 Jul 29, 2026
AQR CAPITAL MANAGEMENT LLC History No change 12,326 890 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 14, 2026
PFG Investments, LLC History No change 12,181 880 0.03% 0.03% 262 0 0.0% Q2 2026 Jul 23, 2026
BROWN ADVISORY INC History No change 11,950 863 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 11,912 861 0.03% 0.03% 264 0 0.0% Q2 2026 Jul 22, 2026
Elm3 Financial Group, LLC History No change 11,898 859 0.59% 0.59% 265 0 0.0% Q2 2026 Jul 29, 2026
Altman Advisors, Inc. History No change 11,853 856 0.31% 0.31% 266 0 0.0% Q2 2026 Aug 10, 2026
RFG Advisory, LLC History No change 11,542 834 0.01% 0.01% 267 0 0.0% Q2 2026 Jul 15, 2026
Herold Advisors, Inc. History No change 11,522 832 0.16% 0.16% 268 0 0.0% Q2 2026 Jul 22, 2026
RiverGlades Family Offices LLC History No change 11,453 827 0.38% 0.38% 269 0 0.0% Q2 2026 Aug 10, 2026
PENNEY FINANCIAL, LLC History No change 11,343 819 0.29% 0.29% 270 0 0.0% Q2 2026 Jul 22, 2026
Andina Capital Management, LLC History No change 11,324 818 1.32% 1.32% 271 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 11,323 818 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 27, 2026
NOTTINGHAM ADVISORS, INC. History No change 11,301 809 0.1% 0.1% 273 0 0.0% Q2 2026 Jul 27, 2026
BXM Wealth LLC History No change 11,105 802 0.44% 0.44% 274 0 0.0% Q2 2026 Jul 24, 2026
BlackRock, Inc. History No change 10,776 778 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 07, 2026
MONEY CONCEPTS CAPITAL CORP History No change 10,654 770 0.04% 0.04% 276 0 0.0% Q2 2026 Aug 04, 2026
Gotham Asset Management, LLC History No change 10,525 760 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 14, 2026
TITLEIST ASSET MANAGEMENT, LLC History No change 10,357 748 0.05% 0.05% 278 0 0.0% Q2 2026 Jul 20, 2026
INTERACTIVE FINANCIAL ADVISORS, INC. History No change 10,218 738 0.45% 0.45% 279 0 0.0% Q2 2026 Jul 31, 2026
Patten Group, Inc. History No change 10,079 728 0.11% 0.11% 280 0 0.0% Q2 2026 Aug 06, 2026
Sequent Asset Management, LLC History No change 9,901 715 0.3% 0.3% 281 0 0.0% Q2 2026 Jul 21, 2026
Global Retirement Partners, LLC History No change 9,748 704 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 06, 2026
Third View Private Wealth, LLC History No change 9,740 704 0.09% 0.09% 283 0 0.0% Q2 2026 Jul 27, 2026
EHRLICH FINANCIAL GROUP History No change 9,613 694 0.36% 0.36% 284 0 0.0% Q2 2026 Jul 09, 2026
Core Wealth Advisors, Inc. History No change 9,562 691 0.14% 0.14% 285 0 0.0% Q2 2026 Aug 11, 2026
Beacon Bridge Wealth Partners, LLC History No change 9,189 664 0.19% 0.19% 286 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 9,140 660 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 9,053 654 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 12, 2026
NORDEN GROUP LLC History No change 8,770 633 0.05% 0.05% 289 0 0.0% Q2 2026 Jul 29, 2026
5T Wealth, LLC History No change 8,610 622 0.23% 0.23% 290 0 0.0% Q2 2026 Jul 21, 2026
Concord Wealth Partners History No change 8,500 614 0.07% 0.07% 291 0 0.0% Q2 2026 Jul 27, 2026
BETO FINANCIAL GROUP, LLC History No change 8,535 611 0.32% 0.32% 292 0 0.0% Q2 2026 Aug 07, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History No change 8,383 605 0.06% 0.06% 293 0 0.0% Q2 2026 Jul 16, 2026
Wilkerson Advisory Group LLC History No change 8,363 604 0.19% 0.19% 294 0 0.0% Q2 2026 Jul 21, 2026
Capital Advisors Wealth Management, LLC History No change 8,265 597 0.07% 0.07% 295 0 0.0% Q2 2026 Jul 23, 2026
Y-Intercept (Hong Kong) Ltd History No change 8,217 593 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 13, 2026
ADVISORTRUST PARTNERS, LLC History No change 8,139 588 0.2% 0.2% 297 0 0.0% Q2 2026 Aug 10, 2026
Acorn Wealth Advisors, LLC History No change 8,124 587 0.14% 0.14% 298 0 0.0% Q2 2026 Jul 30, 2026
Annex Advisory Services, LLC History No change 8,075 583 0.01% 0.01% 299 0 0.0% Q2 2026 Jul 10, 2026
Horizon Wealth Management, LLC History No change 7,901 571 0.07% 0.07% 300 0 0.0% Q2 2026 Aug 06, 2026