J.P. Morgan Exchange-Traded Fund Trust - JSCP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 2,572,589 | 121,451 | 0.01% | 0.01% | 1 | +778,129 | 43.36% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 2,219,401 | 104,977 | 0.52% | 0.53% | 2 | +81,241 | 3.8% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 927,435 | 43,867 | 0.12% | 0.12% | 3 | +30,031 | 3.35% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 752,086 | 35,573 | 0.23% | 0.26% | 4 | -83,268 | -9.97% | Q1 2026 | Apr 27, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 587,373 | 27,782 | 7.05% | 6.17% | 5 | +90,247 | 18.15% | Q1 2026 | Apr 07, 2026 |
| MCF Advisors LLC | History | New | 509,014 | 24,076 | 1.06% | — | 6 | +509,014 | New | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Reduced | 430,656 | 20,430 | 0.3% | 0.43% | 7 | -32,202 | -6.96% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 387,189 | 18,314 | 0.02% | 0.02% | 8 | +69,801 | 21.99% | Q1 2026 | May 05, 2026 |
| CGN Advisors LLC | History | Added to | 386,739 | 18,292 | 1.44% | 0.02% | 9 | +380,820 | 6433.86% | Q1 2026 | Apr 13, 2026 |
| 5th Street Advisors, LLC | History | Added to | 385,613 | 18,239 | 7.86% | 8.17% | 10 | +17,793 | 4.84% | Q1 2026 | May 04, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 372,489 | 17,618 | 3.65% | 3.72% | 11 | +18,094 | 5.11% | Q1 2026 | May 14, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 347,811 | 16,451 | 3.77% | 3.65% | 12 | +9,158 | 2.7% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 336,244 | 15,908 | 0.02% | 0.02% | 13 | +188 | 0.06% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 330,619 | 15,638 | 0.12% | — | 14 | +330,619 | New | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Added to | 321,942 | 15,227 | 1.37% | 1.18% | 15 | +41,619 | 14.85% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 298,197 | 14,104 | 0.0% | 0.0% | 16 | +93,764 | 45.87% | Q1 2026 | May 14, 2026 |
| SkyOak Wealth, LLC | History | Added to | 291,446 | 13,785 | 2.52% | 2.32% | 17 | +20,261 | 7.47% | Q1 2026 | Apr 30, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 279,897 | 13,239 | 0.45% | 0.67% | 18 | -129,028 | -31.55% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | New | 279,158 | 13,204 | 0.17% | — | 19 | +279,158 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 277,982 | 13,148 | 1.47% | 1.4% | 20 | +14,145 | 5.36% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 255,417 | 12,081 | 0.01% | 0.01% | 21 | +8,168 | 3.3% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 248,537 | 11,755 | 0.05% | 0.05% | 22 | +15,310 | 6.56% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 183,567 | 8,682 | 0.0% | 0.0% | 23 | +53,718 | 41.37% | Q1 2026 | May 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 144,378 | 6,866 | 0.51% | 0.51% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 140,150 | 6,629 | 0.05% | 0.06% | 25 | -2,734 | -1.91% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 127,724 | 6,026 | 0.01% | 0.02% | 26 | -154,135 | -54.69% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 124,446 | 5,886 | 0.11% | 0.1% | 27 | +4,214 | 3.5% | Q1 2026 | Apr 10, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | New | 119,361 | 5,645 | 4.28% | — | 28 | +119,361 | New | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 115,995 | 5,486 | 0.03% | 0.02% | 29 | +28,155 | 32.05% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 112,435 | 5,318 | 0.01% | 0.01% | 30 | +20,355 | 22.11% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 109,680 | 5,187 | 0.13% | 0.06% | 31 | +55,142 | 101.11% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 108,271 | 5,100 | 0.0% | 0.0% | 32 | +41,343 | 61.77% | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 102,068 | 4,827 | 0.51% | 0.46% | 33 | +13,043 | 14.65% | Q1 2026 | May 11, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 98,352 | 4,652 | 0.69% | 0.69% | 34 | -1,293 | -1.3% | Q1 2026 | May 05, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 94,396 | 4,464 | 2.23% | 1.43% | 35 | +1,236 | 1.33% | Q1 2026 | Apr 24, 2026 |
| Milestone Investment Advisors LLC | History | Reduced | 90,443 | 4,277 | 1.03% | 1.1% | 36 | -5,273 | -5.51% | Q1 2026 | May 05, 2026 |
| 21 West Wealth Management LLC | History | Added to | 85,146 | 4,027 | 3.74% | 2.97% | 37 | +16,820 | 24.62% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 74,755 | 3,535 | 0.01% | 0.01% | 38 | -1,216 | -1.6% | Q1 2026 | May 14, 2026 |
| New Insight Wealth Advisors | History | Added to | 74,646 | 3,530 | 1.27% | 0.4% | 39 | +51,313 | 219.92% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 70,850 | 3,351 | 1.82% | 0.48% | 40 | +52,065 | 277.16% | Q1 2026 | Apr 23, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 56,257 | 2,660 | 0.19% | 0.2% | 41 | -3,264 | -5.48% | Q1 2026 | May 15, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Added to | 53,065 | 2,509 | 1.3% | 1.3% | 42 | +2,650 | 5.26% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 51,790 | 2,449 | 0.02% | 0.02% | 43 | -2,427 | -4.48% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 50,915 | 2,408 | 1.19% | 0.65% | 44 | +1,708 | 3.47% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 45,184 | 2,137 | 0.16% | 0.18% | 45 | -1,212 | -2.61% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 41,768 | 1,975 | 0.01% | 0.02% | 46 | -5,711 | -12.03% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 35,774 | 1,692 | 0.02% | 0.02% | 47 | -430 | -1.19% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,849 | 1,689 | 0.02% | 0.02% | 48 | +1,864 | 5.48% | Q1 2026 | Apr 07, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 35,200 | 1,664 | 0.23% | 0.19% | 49 | +4,455 | 14.49% | Q1 2026 | May 04, 2026 |
| Visionary Wealth Advisors | History | Reduced | 33,968 | 1,606 | 0.07% | 0.27% | 50 | -89,772 | -72.55% | Q1 2026 | May 13, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 32,962 | 1,559 | 0.09% | 0.09% | 51 | -568 | -1.69% | Q1 2026 | May 12, 2026 |
| Blueprint Investment Partners LLC | History | New | 31,802 | 1,504 | 0.15% | — | 52 | +31,802 | New | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | New | 31,802 | 1,504 | 0.22% | — | 53 | +31,802 | New | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 30,354 | 1,435 | 0.01% | 0.01% | 54 | +2,526 | 9.08% | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 30,100 | 1,423 | 0.01% | 0.01% | 55 | -3,040 | -9.17% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 29,623 | 1,401 | 0.0% | 0.0% | 56 | +2,592 | 9.59% | Q1 2026 | May 06, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 29,275 | 1,384 | 0.34% | 0.38% | 57 | +219 | 0.75% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 28,852 | 1,364 | 0.0% | — | 58 | +28,852 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,227 | 1,247 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 25,820 | 1,221 | 0.0% | 0.0% | 60 | +17,204 | 199.68% | Q1 2026 | May 12, 2026 |
| Diversified Portfolios, Inc. | History | New | 23,842 | 1,127 | 0.09% | — | 61 | +23,842 | New | Q1 2026 | May 06, 2026 |
| Southeast Asset Advisors, LLC | History | Added to | 23,262 | 1,100 | 0.12% | 0.09% | 62 | +3,482 | 17.6% | Q1 2026 | May 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 23,162 | 1,093 | 0.36% | 0.39% | 63 | -1,499 | -6.08% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 22,805 | 1,078 | 0.0% | 0.0% | 64 | -6,996 | -23.48% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 22,579 | 1,068 | 0.03% | 0.02% | 65 | +12,607 | 126.42% | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 22,489 | 1,063 | 0.1% | 0.1% | 66 | +695 | 3.19% | Q1 2026 | Apr 27, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 21,195 | 999 | 0.85% | 0.87% | 67 | +230 | 1.1% | Q1 2026 | May 15, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 21,093 | 997 | 0.43% | 0.38% | 68 | +5,083 | 31.75% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | New | 20,925 | 989 | 0.04% | — | 69 | +20,925 | New | Q1 2026 | May 12, 2026 |
| AIFG Consultants Ltd. | History | No change | 20,096 | 955 | 1.64% | 1.64% | 70 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,246 | 863 | 0.0% | 0.0% | 71 | +6,243 | 52.01% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 18,170 | 859 | 0.0% | 0.0% | 72 | +3,337 | 22.5% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 17,809 | 842 | 0.0% | 0.0% | 73 | +12,715 | 249.61% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 17,732 | 838 | 0.11% | — | 74 | +17,732 | New | Q1 2026 | Apr 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 17,170 | 812 | 0.01% | — | 75 | +17,170 | New | Q1 2026 | May 15, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 17,066 | 807 | 0.56% | 0.5% | 76 | +541 | 3.27% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 16,399 | 775 | 0.0% | 0.0% | 77 | -4,255 | -20.6% | Q1 2026 | May 04, 2026 |
| GeoWealth Management, LLC | History | Reduced | 15,134 | 715 | 0.03% | 0.04% | 78 | -5,421 | -26.37% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 13,838 | 654 | 0.26% | 0.27% | 79 | +134 | 0.98% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,821 | 653 | 0.0% | 0.0% | 80 | +11,869 | 608.04% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 13,596 | 643 | 0.32% | 0.17% | 81 | +6,247 | 85.0% | Q1 2026 | May 07, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 13,600 | 642 | 0.2% | 0.14% | 82 | -2,731 | -16.72% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,485 | 637 | 0.0% | 0.0% | 83 | +1,475 | 12.28% | Q1 2026 | Apr 30, 2026 |
| CRA Financial Services, LLC | History | New | 13,409 | 634 | 0.08% | — | 84 | +13,409 | New | Q1 2026 | Apr 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 12,216 | 577 | 0.0% | — | 85 | +12,216 | New | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | No change | 11,227 | 531 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 10,591 | 500 | 0.1% | 0.1% | 87 | +374 | 3.66% | Q1 2026 | Apr 13, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | Added to | 10,524 | 497 | 0.23% | 0.13% | 88 | +4,522 | 75.34% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | New | 10,000 | 473 | 0.01% | — | 89 | +10,000 | New | Q1 2026 | Apr 23, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 9,978 | 471 | 0.19% | 0.18% | 90 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Vawter Financial, Ltd. | History | No change | 9,430 | 446 | 0.19% | 0.19% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Peck Wealth Management, LLC | History | Added to | 9,217 | 435 | 0.44% | 0.19% | 92 | +5,050 | 121.19% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 9,000 | 425 | 0.02% | — | 93 | +9,000 | New | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 8,973 | 424 | 0.01% | — | 94 | +8,973 | New | Q1 2026 | May 07, 2026 |
| SEEDS INVESTOR LLC | History | New | 8,911 | 421 | 0.06% | — | 96 | +8,911 | New | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,903 | 421 | 0.0% | 0.0% | 95 | +3,593 | 67.66% | Q1 2026 | May 08, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 8,318 | 393 | 0.1% | 0.13% | 97 | -2,464 | -22.85% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | New | 7,763 | 367 | 0.0% | — | 98 | +7,763 | New | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Added to | 7,551 | 357 | 0.03% | 0.03% | 99 | +82 | 1.1% | Q1 2026 | May 05, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 7,411 | 350 | 0.06% | 0.07% | 100 | -647 | -8.03% | Q1 2026 | Apr 17, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 6,708 | 317 | 0.1% | 0.08% | 101 | +1,012 | 17.77% | Q1 2026 | Apr 27, 2026 |
| Wealth Dimensions Group, Ltd. | History | New | 5,947 | 281 | 0.06% | — | 102 | +5,947 | New | Q1 2026 | May 11, 2026 |
| Tortoise Investment Management, LLC | History | No change | 5,695 | 269 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Flagship Capital Management Inc. | History | Added to | 5,600 | 264 | 0.19% | 0.14% | 104 | +1,275 | 29.48% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Added to | 5,370 | 254 | 0.0% | 0.0% | 105 | +350 | 6.97% | Q1 2026 | Apr 14, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 5,313 | 251 | 0.18% | 0.17% | 106 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,174 | 244 | 0.0% | 0.0% | 107 | -189,006 | -97.34% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 5,141 | 243 | 0.02% | 0.12% | 108 | -34,532 | -87.04% | Q1 2026 | May 05, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 4,295 | 203 | 0.05% | 0.06% | 109 | -614 | -12.51% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 4,287 | 202 | 0.0% | — | 111 | +4,287 | New | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,279 | 202 | 0.0% | 0.0% | 110 | -55 | -1.27% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 3,655 | 172 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,400 | 160 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | No change | 2,901 | 137 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 2,819 | 133 | 0.05% | 0.06% | 115 | -413 | -12.78% | Q1 2026 | May 01, 2026 |
| KM Capital Management Ltd. | History | New | 1,575 | 74 | 0.05% | — | 116 | +1,575 | New | Q1 2026 | May 15, 2026 |
| Trust Co | History | New | 1,157 | 54 | 0.01% | — | 117 | +1,157 | New | Q1 2026 | Apr 13, 2026 |
| Colonial Trust Advisors | History | No change | 708 | 33 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 605 | 28 | 0.0% | — | 119 | +605 | New | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 500 | 24 | 0.0% | 0.0% | 120 | -643 | -56.26% | Q1 2026 | May 15, 2026 |
| Bank of New Hampshire | History | New | 500 | 23 | 0.01% | — | 121 | +500 | New | Q1 2026 | Apr 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 437 | 20 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 202 | 9 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 83 | 3 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -169,638 | -100.0% | Q1 2026 | May 01, 2026 |
| Clear Point Advisors Inc. | History | Closed out | 0 | 0 | — | 1.72% | — | -46,485 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TBH Global Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -19,190 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Barnes Wealth Management Group, Inc | History | Closed out | 0 | 0 | — | 0.14% | — | -5,414 | -100.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.02% | — | -511 | -100.0% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |